IGC.L vs. III.L
Compare and contrast key facts about India Capital Growth Fund (IGC.L) and 3I Group plc (III.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IGC.L or III.L.
Key characteristics
| IGC.L | III.L | |
|---|---|---|
| YTD Return | 19.31% | 39.51% |
| 1Y Return | 29.82% | 72.55% |
| 3Y Return (Ann) | 19.49% | 38.84% |
| 5Y Return (Ann) | 21.78% | 28.07% |
| 10Y Return (Ann) | 13.96% | 27.98% |
| Sharpe Ratio | 1.03 | 3.13 |
| Sortino Ratio | 1.70 | 3.87 |
| Omega Ratio | 1.24 | 1.55 |
| Calmar Ratio | 1.34 | 8.43 |
| Martin Ratio | 4.60 | 24.05 |
| Ulcer Index | 6.75% | 2.97% |
| Daily Std Dev | 30.10% | 22.76% |
| Max Drawdown | -86.00% | -87.59% |
| Current Drawdown | 0.00% | -2.22% |
Fundamentals
| IGC.L | III.L | |
|---|---|---|
| Market Cap | £154.05M | £31.51B |
| EPS | £0.47 | £3.97 |
| PE Ratio | 3.81 | 8.06 |
| Total Revenue (TTM) | £31.92M | £2.24B |
| Gross Profit (TTM) | £30.95M | £2.23B |
| EBITDA (TTM) | £15.79M | £2.15B |
Correlation
The correlation between IGC.L and III.L is 0.29, 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
IGC.L vs. III.L - Performance Comparison
In the year-to-date period, IGC.L achieves a 19.31% return, which is significantly lower than III.L's 39.51% return. Over the past 10 years, IGC.L has underperformed III.L with an annualized return of 13.96%, while III.L has yielded a comparatively higher 27.98% 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
IGC.L vs. III.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for India Capital Growth Fund (IGC.L) and 3I Group plc (III.L). 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
IGC.L vs. III.L - Dividend Comparison
IGC.L has not paid dividends to shareholders, while III.L's dividend yield for the trailing twelve months is around 1.83%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGC.L India Capital Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
III.L 3I Group plc | 1.83% | 2.32% | 3.76% | 2.78% | 3.02% | 3.42% | 4.78% | 2.90% | 3.41% | 4.15% | 4.29% | 3.14% |
Drawdowns
IGC.L vs. III.L - Drawdown Comparison
The maximum IGC.L drawdown since its inception was -86.00%, roughly equal to the maximum III.L drawdown of -87.59%. Use the drawdown chart below to compare losses from any high point for IGC.L and III.L. For additional features, visit the drawdowns tool.
Volatility
IGC.L vs. III.L - Volatility Comparison
India Capital Growth Fund (IGC.L) has a higher volatility of 16.87% compared to 3I Group plc (III.L) at 8.01%. This indicates that IGC.L's price experiences larger fluctuations and is considered to be riskier than III.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
IGC.L vs. III.L - Financials Comparison
This section allows you to compare key financial metrics between India Capital Growth Fund and 3I Group plc. 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