CUMMINSIND.NS vs. FXAIX
Compare and contrast key facts about Cummins India Limited (CUMMINSIND.NS) and Fidelity 500 Index Fund (FXAIX).
FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
CUMMINSIND.NS vs. FXAIX - Performance Comparison
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CUMMINSIND.NS vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CUMMINSIND.NS Cummins India Limited | 4.41% | 37.60% | 68.74% | 44.32% | 49.06% | 66.85% | 7.28% | -33.57% | -3.78% | 11.77% |
FXAIX Fidelity 500 Index Fund | -0.50% | 23.48% | 28.80% | 27.16% | -9.34% | 31.27% | 21.40% | 34.82% | 4.22% | 14.25% |
Different Trading Currencies
CUMMINSIND.NS is traded in INR, while FXAIX is traded in USD. To make them comparable, the FXAIX values have been converted to INR using the latest available exchange rates.
Returns By Period
In the year-to-date period, CUMMINSIND.NS achieves a 4.41% return, which is significantly higher than FXAIX's -0.50% return. Over the past 10 years, CUMMINSIND.NS has outperformed FXAIX with an annualized return of 20.40%, while FXAIX has yielded a comparatively lower 18.05% annualized return.
CUMMINSIND.NS
- 1D
- 2.42%
- 1M
- -4.31%
- YTD
- 4.41%
- 6M
- 20.29%
- 1Y
- 55.27%
- 3Y*
- 43.29%
- 5Y*
- 40.81%
- 10Y*
- 20.40%
FXAIX
- 1D
- 1.95%
- 1M
- -3.05%
- YTD
- -0.50%
- 6M
- 3.15%
- 1Y
- 27.89%
- 3Y*
- 23.49%
- 5Y*
- 17.28%
- 10Y*
- 18.05%
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Return for Risk
CUMMINSIND.NS vs. FXAIX — Risk / Return Rank
CUMMINSIND.NS
FXAIX
CUMMINSIND.NS vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cummins India Limited (CUMMINSIND.NS) and Fidelity 500 Index Fund (FXAIX). 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.
| CUMMINSIND.NS | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.06 | 1.58 | +0.48 |
Sortino ratioReturn per unit of downside risk | 2.64 | 2.24 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.35 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 3.80 | 2.61 | +1.19 |
Martin ratioReturn relative to average drawdown | 11.05 | 12.19 | -1.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CUMMINSIND.NS | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.06 | 1.58 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.43 | 1.08 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 1.06 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 1.14 | -0.38 |
Correlation
The correlation between CUMMINSIND.NS and FXAIX is 0.04, 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.
Dividends
CUMMINSIND.NS vs. FXAIX - Dividend Comparison
CUMMINSIND.NS's dividend yield for the trailing twelve months is around 1.16%, which matches FXAIX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CUMMINSIND.NS Cummins India Limited | 1.16% | 1.16% | 1.16% | 1.27% | 1.34% | 1.59% | 2.44% | 3.09% | 1.77% | 1.55% | 1.71% | 0.87% |
FXAIX Fidelity 500 Index Fund | 1.16% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
CUMMINSIND.NS vs. FXAIX - Drawdown Comparison
The maximum CUMMINSIND.NS drawdown since its inception was -73.69%, which is greater than FXAIX's maximum drawdown of -28.37%. Use the drawdown chart below to compare losses from any high point for CUMMINSIND.NS and FXAIX.
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Drawdown Indicators
| CUMMINSIND.NS | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.69% | -33.79% | -39.90% |
Max Drawdown (1Y)Largest decline over 1 year | -14.61% | -12.13% | -2.48% |
Max Drawdown (5Y)Largest decline over 5 years | -34.33% | -24.50% | -9.83% |
Max Drawdown (10Y)Largest decline over 10 years | -71.20% | -33.79% | -37.41% |
Current DrawdownCurrent decline from peak | -7.13% | -6.23% | -0.90% |
Average DrawdownAverage peak-to-trough decline | -17.93% | -3.83% | -14.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.03% | 2.53% | +2.50% |
Volatility
CUMMINSIND.NS vs. FXAIX - Volatility Comparison
Cummins India Limited (CUMMINSIND.NS) has a higher volatility of 12.00% compared to Fidelity 500 Index Fund (FXAIX) at 4.11%. This indicates that CUMMINSIND.NS's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CUMMINSIND.NS | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.00% | 4.11% | +7.89% |
Volatility (6M)Calculated over the trailing 6-month period | 19.94% | 9.34% | +10.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.14% | 18.15% | +8.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.18% | 16.14% | +13.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.95% | 17.09% | +13.86% |