CUB.NS vs. KOTAKBANK.NS
Compare and contrast key facts about City Union Bank Limited (CUB.NS) and Kotak Mahindra Bank Limited (KOTAKBANK.NS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CUB.NS or KOTAKBANK.NS.
Key characteristics
| CUB.NS | KOTAKBANK.NS | |
|---|---|---|
| YTD Return | 15.97% | -10.20% |
| 1Y Return | 20.21% | -3.47% |
| 3Y Return (Ann) | 2.69% | -6.58% |
| 5Y Return (Ann) | -3.60% | 1.10% |
| 10Y Return (Ann) | 9.55% | 12.18% |
| Sharpe Ratio | 0.77 | -0.09 |
| Sortino Ratio | 1.30 | 0.03 |
| Omega Ratio | 1.16 | 1.00 |
| Calmar Ratio | 0.51 | -0.07 |
| Martin Ratio | 2.44 | -0.26 |
| Ulcer Index | 9.93% | 7.93% |
| Daily Std Dev | 31.40% | 22.80% |
| Max Drawdown | -76.42% | -97.79% |
| Current Drawdown | -27.88% | -22.55% |
Fundamentals
| CUB.NS | KOTAKBANK.NS | |
|---|---|---|
| Market Cap | ₹129.10B | ₹3.39T |
| EPS | ₹14.17 | ₹109.65 |
| PE Ratio | 12.29 | 15.57 |
| Total Revenue (TTM) | ₹46.48B | ₹946.25B |
| Gross Profit (TTM) | ₹45.78B | ₹1.02T |
| EBITDA (TTM) | ₹5.53B | ₹162.70B |
Correlation
The correlation between CUB.NS and KOTAKBANK.NS is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CUB.NS vs. KOTAKBANK.NS - Performance Comparison
In the year-to-date period, CUB.NS achieves a 15.97% return, which is significantly higher than KOTAKBANK.NS's -10.20% return. Over the past 10 years, CUB.NS has underperformed KOTAKBANK.NS with an annualized return of 9.55%, while KOTAKBANK.NS has yielded a comparatively higher 12.18% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
CUB.NS vs. KOTAKBANK.NS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for City Union Bank Limited (CUB.NS) and Kotak Mahindra Bank Limited (KOTAKBANK.NS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CUB.NS vs. KOTAKBANK.NS - Dividend Comparison
CUB.NS's dividend yield for the trailing twelve months is around 0.29%, more than KOTAKBANK.NS's 0.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CUB.NS City Union Bank Limited | 0.29% | 0.67% | 0.55% | 0.37% | 0.28% | 0.21% | 0.15% | 0.17% | 0.93% | 1.19% | 1.06% | 1.93% |
KOTAKBANK.NS Kotak Mahindra Bank Limited | 0.12% | 0.08% | 0.06% | 0.05% | 0.00% | 0.05% | 0.06% | 0.06% | 0.07% | 0.06% | 0.06% | 0.10% |
Drawdowns
CUB.NS vs. KOTAKBANK.NS - Drawdown Comparison
The maximum CUB.NS drawdown since its inception was -76.42%, smaller than the maximum KOTAKBANK.NS drawdown of -97.79%. Use the drawdown chart below to compare losses from any high point for CUB.NS and KOTAKBANK.NS. For additional features, visit the drawdowns tool.
Volatility
CUB.NS vs. KOTAKBANK.NS - Volatility Comparison
City Union Bank Limited (CUB.NS) has a higher volatility of 12.93% compared to Kotak Mahindra Bank Limited (KOTAKBANK.NS) at 5.88%. This indicates that CUB.NS's price experiences larger fluctuations and is considered to be riskier than KOTAKBANK.NS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CUB.NS vs. KOTAKBANK.NS - Financials Comparison
This section allows you to compare key financial metrics between City Union Bank Limited and Kotak Mahindra Bank Limited. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities