PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
INFY.NS vs. HAPPSTMNDS.NS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Key characteristics


INFY.NSHAPPSTMNDS.NS
YTD Return18.87%-11.16%
1Y Return31.88%-4.63%
3Y Return (Ann)3.45%-15.60%
Sharpe Ratio1.46-0.11
Sortino Ratio2.200.02
Omega Ratio1.271.00
Calmar Ratio1.24-0.06
Martin Ratio3.85-0.23
Ulcer Index8.35%12.55%
Daily Std Dev22.08%25.41%
Max Drawdown-82.99%-50.63%
Current Drawdown-7.65%-47.20%

Fundamentals


INFY.NSHAPPSTMNDS.NS
Market Cap₹7.57T₹118.30B
EPS₹67.29₹16.08
PE Ratio27.1049.12
Total Revenue (TTM)₹18.84B₹12.91B
Gross Profit (TTM)₹5.65B₹2.80B
EBITDA (TTM)₹3.99B₹2.73B

Correlation

-0.50.00.51.00.3

The correlation between INFY.NS and HAPPSTMNDS.NS is 0.35, 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

INFY.NS vs. HAPPSTMNDS.NS - Performance Comparison

In the year-to-date period, INFY.NS achieves a 18.87% return, which is significantly higher than HAPPSTMNDS.NS's -11.16% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%40.00%JuneJulyAugustSeptemberOctoberNovember
27.53%
-2.29%
INFY.NS
HAPPSTMNDS.NS

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

INFY.NS vs. HAPPSTMNDS.NS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Infosys Limited (INFY.NS) and Happiest Minds Technologies Limited (HAPPSTMNDS.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.


INFY.NS
Sharpe ratio
The chart of Sharpe ratio for INFY.NS, currently valued at 1.38, compared to the broader market-4.00-2.000.002.004.001.38
Sortino ratio
The chart of Sortino ratio for INFY.NS, currently valued at 2.12, compared to the broader market-4.00-2.000.002.004.002.12
Omega ratio
The chart of Omega ratio for INFY.NS, currently valued at 1.26, compared to the broader market0.501.001.502.001.26
Calmar ratio
The chart of Calmar ratio for INFY.NS, currently valued at 0.91, compared to the broader market0.002.004.006.000.91
Martin ratio
The chart of Martin ratio for INFY.NS, currently valued at 3.73, compared to the broader market-10.000.0010.0020.0030.003.73
HAPPSTMNDS.NS
Sharpe ratio
The chart of Sharpe ratio for HAPPSTMNDS.NS, currently valued at -0.13, compared to the broader market-4.00-2.000.002.004.00-0.13
Sortino ratio
The chart of Sortino ratio for HAPPSTMNDS.NS, currently valued at -0.01, compared to the broader market-4.00-2.000.002.004.00-0.01
Omega ratio
The chart of Omega ratio for HAPPSTMNDS.NS, currently valued at 1.00, compared to the broader market0.501.001.502.001.00
Calmar ratio
The chart of Calmar ratio for HAPPSTMNDS.NS, currently valued at -0.06, compared to the broader market0.002.004.006.00-0.06
Martin ratio
The chart of Martin ratio for HAPPSTMNDS.NS, currently valued at -0.25, compared to the broader market-10.000.0010.0020.0030.00-0.25

INFY.NS vs. HAPPSTMNDS.NS - Sharpe Ratio Comparison

The current INFY.NS Sharpe Ratio is 1.46, which is higher than the HAPPSTMNDS.NS Sharpe Ratio of -0.11. The chart below compares the historical Sharpe Ratios of INFY.NS and HAPPSTMNDS.NS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.00JuneJulyAugustSeptemberOctoberNovember
1.38
-0.13
INFY.NS
HAPPSTMNDS.NS

Dividends

INFY.NS vs. HAPPSTMNDS.NS - Dividend Comparison

INFY.NS's dividend yield for the trailing twelve months is around 2.27%, more than HAPPSTMNDS.NS's 0.41% yield.


TTM20232022202120202019201820172016201520142013
INFY.NS
Infosys Limited
2.27%2.30%2.15%1.58%1.72%3.07%1.82%2.67%2.50%2.24%1.85%1.35%
HAPPSTMNDS.NS
Happiest Minds Technologies Limited
0.41%0.66%0.45%0.37%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

INFY.NS vs. HAPPSTMNDS.NS - Drawdown Comparison

The maximum INFY.NS drawdown since its inception was -82.99%, which is greater than HAPPSTMNDS.NS's maximum drawdown of -50.63%. Use the drawdown chart below to compare losses from any high point for INFY.NS and HAPPSTMNDS.NS. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%JuneJulyAugustSeptemberOctoberNovember
-12.52%
-53.43%
INFY.NS
HAPPSTMNDS.NS

Volatility

INFY.NS vs. HAPPSTMNDS.NS - Volatility Comparison

Infosys Limited (INFY.NS) has a higher volatility of 8.56% compared to Happiest Minds Technologies Limited (HAPPSTMNDS.NS) at 4.91%. This indicates that INFY.NS's price experiences larger fluctuations and is considered to be riskier than HAPPSTMNDS.NS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%JuneJulyAugustSeptemberOctoberNovember
8.56%
4.91%
INFY.NS
HAPPSTMNDS.NS

Financials

INFY.NS vs. HAPPSTMNDS.NS - Financials Comparison

This section allows you to compare key financial metrics between Infosys Limited and Happiest Minds Technologies 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities



Values in INR except per share items