MOTHERSON.NS vs. BPCL.NS

Last updated Jun 4, 2026

MOTHERSON.NS (Samvardhana Motherson International Limited) and BPCL.NS (Bharat Petroleum Corporation Limited) are both stocks. MOTHERSON.NS operates in Auto Parts (Consumer Cyclical), while BPCL.NS operates in Oil & Gas Refining & Marketing (Energy). Over the past 10 years, MOTHERSON.NS returned 13.46%/yr vs 12.29%/yr for BPCL.NS. At a 0.16 correlation, their price movements are largely independent.

Performance

MOTHERSON.NS vs. BPCL.NS - Performance Comparison

The chart below illustrates the hypothetical performance of a ₹10,000 investment in Samvardhana Motherson International Limited (MOTHERSON.NS) and Bharat Petroleum Corporation Limited (BPCL.NS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, MOTHERSON.NS achieves a 21.73% return, which is significantly higher than BPCL.NS's -21.64% return. Over the past 10 years, MOTHERSON.NS has outperformed BPCL.NS with an annualized return of 13.46%, while BPCL.NS has yielded a comparatively lower 12.29% annualized return.

MOTHERSON.NS

• 1D: 0.42%
• 1M: 21.04%
• YTD: 21.73%
• 6M: 25.19%
• 1Y: 46.15%
• 3Y*: 40.57%
• 5Y*: 10.14%
• 10Y*: 13.46%

BPCL.NS

• 1D: -0.88%
• 1M: -3.18%
• YTD: -21.64%
• 6M: -16.18%
• 1Y: 0.74%
• 3Y*: 24.47%
• 5Y*: 11.39%
• 10Y*: 12.29%

*Multi-year figures are annualized to reflect compound growth (CAGR)

MOTHERSON.NS vs. BPCL.NS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
MOTHERSON.NS Samvardhana Motherson International Limited	21.73%	16.39%	53.83%	37.76%	-39.12%	35.37%	14.87%	-10.43%	-33.48%	76.38%
BPCL.NS Bharat Petroleum Corporation Limited	-21.64%	38.70%	33.68%	44.27%	-11.45%	21.92%	-18.16%	43.26%	-26.17%	28.43%

Correlation

The correlation between MOTHERSON.NS and BPCL.NS is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.39
Correlation (3Y) Calculated over the trailing 3-year period	0.36
Correlation (5Y) Calculated over the trailing 5-year period	0.36
Correlation (10Y) Calculated over the trailing 10-year period	0.28
Correlation (All Time) Calculated using the full available price history since Aug 16, 1996	0.16

Over the past year, MOTHERSON.NS and BPCL.NS have become more correlated (0.39) than their long-term average of 0.16, meaning their price movements have been converging.

Return for Risk

MOTHERSON.NS vs. BPCL.NS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MOTHERSON.NS

MOTHERSON.NS Risk / Return Rank: 76
MOTHERSON.NS Sharpe Ratio Rank: 79
MOTHERSON.NS Sortino Ratio Rank: 76
MOTHERSON.NS Omega Ratio Rank: 71
MOTHERSON.NS Calmar Ratio Rank: 76
MOTHERSON.NS Martin Ratio Rank: 79

BPCL.NS

BPCL.NS Risk / Return Rank: 39
BPCL.NS Sharpe Ratio Rank: 41
BPCL.NS Sortino Ratio Rank: 36
BPCL.NS Omega Ratio Rank: 35
BPCL.NS Calmar Ratio Rank: 41
BPCL.NS Martin Ratio Rank: 41

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MOTHERSON.NS vs. BPCL.NS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Samvardhana Motherson International Limited (MOTHERSON.NS) and Bharat Petroleum Corporation Limited (BPCL.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.

	MOTHERSON.NS	BPCL.NS	Difference
Sharpe ratio: Return per unit of total volatility	1.32	0.03	+1.30
Sortino ratio: Return per unit of downside risk	2.05	0.26	+1.79
Omega ratio: Gain probability vs. loss probability	1.24	1.03	+0.20
Calmar ratio: Return relative to maximum drawdown	2.14	0.02	+2.12
Martin ratio: Return relative to average drawdown	6.20	0.06	+6.14
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

MOTHERSON.NS vs. BPCL.NS - Sharpe Ratio Comparison

The current MOTHERSON.NS Sharpe Ratio is 1.32, which is higher than the BPCL.NS Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of MOTHERSON.NS and BPCL.NS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	MOTHERSON.NS	BPCL.NS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.32	0.03	+1.30
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.30	0.41	-0.11
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.34	0.38	-0.04
Sharpe Ratio (All Time) Calculated using the full available price history	0.53	0.33	+0.20

Drawdowns

MOTHERSON.NS vs. BPCL.NS - Drawdown Comparison

The maximum MOTHERSON.NS drawdown since its inception was -78.62%, which is greater than BPCL.NS's maximum drawdown of -71.21%. Use the drawdown chart below to compare losses from any high point for MOTHERSON.NS and BPCL.NS.

Drawdown Indicators

	MOTHERSON.NS	BPCL.NS	Difference
Max Drawdown Largest peak-to-trough decline	-78.62%	-71.21%	-7.41%
Max Drawdown (1Y) Largest decline over 1 year	-22.06%	-30.13%	+8.07%
Max Drawdown (3Y) Largest decline over 3 years	-47.04%	-34.32%	-12.72%
Max Drawdown (5Y) Largest decline over 5 years	-55.65%	-34.36%	-21.29%
Max Drawdown (10Y) Largest decline over 10 years	-78.62%	-50.37%	-28.25%
Current Drawdown Current decline from peak	-3.58%	-24.77%	+21.19%
Average Drawdown Average peak-to-trough decline	-22.47%	-20.36%	-2.11%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.55%	11.98%	-4.43%

Volatility

MOTHERSON.NS vs. BPCL.NS - Volatility Comparison

Samvardhana Motherson International Limited (MOTHERSON.NS) has a higher volatility of 13.42% compared to Bharat Petroleum Corporation Limited (BPCL.NS) at 10.81%. This indicates that MOTHERSON.NS's price experiences larger fluctuations and is considered to be riskier than BPCL.NS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	MOTHERSON.NS	BPCL.NS	Difference
Volatility (1M) Calculated over the trailing 1-month period	13.42%	10.81%	+2.61%
Volatility (6M) Calculated over the trailing 6-month period	29.08%	24.05%	+5.03%
Volatility (1Y) Calculated over the trailing 1-year period	35.81%	29.56%	+6.25%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	34.39%	28.18%	+6.21%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	40.64%	33.16%	+7.48%

Dividends

MOTHERSON.NS vs. BPCL.NS - Dividend Comparison

MOTHERSON.NS's dividend yield for the trailing twelve months is around 0.40%, less than BPCL.NS's 7.70% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BPCL.NS Bharat Petroleum Corporation Limited	7.70%	4.56%	3.59%	5.54%	3.32%	21.79%	4.32%	3.87%	5.79%	4.19%	2.44%	2.52%
MOTHERSON.NS Samvardhana Motherson International Limited	0.40%	0.47%	0.51%	0.64%	0.58%	0.82%	1.09%	1.23%	1.08%	0.63%	0.93%	1.23%

Financials

Frequently Asked Questions

Can I hold both MOTHERSON.NS and BPCL.NS in my portfolio?

MOTHERSON.NS and BPCL.NS have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.