MUTHOOTFIN.NS vs. BAJFINANCE.NS
MUTHOOTFIN.NS (Muthoot Finance Limited) and BAJFINANCE.NS (Bajaj Finance Limited) are both stocks. Both operate in the Credit Services industry within the Financial Services sector. Over the past 10 years, MUTHOOTFIN.NS returned 29.72%/yr vs 29.85%/yr for BAJFINANCE.NS. At a 0.29 correlation, their price movements are largely independent.
Performance
MUTHOOTFIN.NS vs. BAJFINANCE.NS - Performance Comparison
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Returns By Period
In the year-to-date period, MUTHOOTFIN.NS achieves a -19.51% return, which is significantly lower than BAJFINANCE.NS's -6.94% return. Both investments have delivered pretty close results over the past 10 years, with MUTHOOTFIN.NS having a 29.72% annualized return and BAJFINANCE.NS not far ahead at 29.85%.
MUTHOOTFIN.NS
- 1D
- 5.27%
- 1M
- -13.24%
- YTD
- -19.51%
- 6M
- -20.06%
- 1Y
- 20.08%
- 3Y*
- 39.67%
- 5Y*
- 17.26%
- 10Y*
- 29.72%
BAJFINANCE.NS
- 1D
- 5.49%
- 1M
- 2.47%
- YTD
- -6.94%
- 6M
- -9.73%
- 1Y
- -1.98%
- 3Y*
- 9.74%
- 5Y*
- 9.36%
- 10Y*
- 29.85%
MUTHOOTFIN.NS vs. BAJFINANCE.NS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MUTHOOTFIN.NS Muthoot Finance Limited | -19.51% | 80.62% | 46.80% | 41.85% | -27.82% | 25.75% | 62.90% | 50.53% | 11.36% | 70.61% |
BAJFINANCE.NS Bajaj Finance Limited | -6.94% | 46.42% | -5.95% | 12.40% | -5.07% | 32.19% | 25.62% | 60.66% | 51.09% | 119.91% |
Correlation
The correlation between MUTHOOTFIN.NS and BAJFINANCE.NS is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since May 5, 2011 | 0.29 |
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Return for Risk
MUTHOOTFIN.NS vs. BAJFINANCE.NS — Risk / Return Rank
MUTHOOTFIN.NS
BAJFINANCE.NS
MUTHOOTFIN.NS vs. BAJFINANCE.NS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Muthoot Finance Limited (MUTHOOTFIN.NS) and Bajaj Finance Limited (BAJFINANCE.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MUTHOOTFIN.NS | BAJFINANCE.NS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.64 | ||
| Sortino ratioReturn per unit of downside risk | +0.90 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.01 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 0.72 | -0.08 | +0.79 |
| Martin ratioReturn relative to average drawdown | 1.96 | -0.18 | +2.14 |
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Drawdowns
MUTHOOTFIN.NS vs. BAJFINANCE.NS - Drawdown Comparison
The maximum MUTHOOTFIN.NS drawdown since its inception was -67.51%, smaller than the maximum BAJFINANCE.NS drawdown of -90.67%. Use the drawdown chart below to compare losses from any high point for MUTHOOTFIN.NS and BAJFINANCE.NS.
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Drawdown Indicators
| MUTHOOTFIN.NS | BAJFINANCE.NS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.51% | -90.67% | +23.16% |
Max Drawdown (1Y)Largest decline over 1 year | -28.77% | -26.74% | -2.03% |
Max Drawdown (3Y)Largest decline over 3 years | -28.77% | -26.74% | -2.03% |
Max Drawdown (5Y)Largest decline over 5 years | -45.70% | -33.36% | -12.34% |
Max Drawdown (10Y)Largest decline over 10 years | -45.70% | -62.35% | +16.65% |
Current DrawdownCurrent decline from peak | -25.02% | -16.07% | -8.95% |
Average DrawdownAverage peak-to-trough decline | -16.00% | -16.96% | +0.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.41% | 11.27% | -0.86% |
Volatility
MUTHOOTFIN.NS vs. BAJFINANCE.NS - Volatility Comparison
Muthoot Finance Limited (MUTHOOTFIN.NS) has a higher volatility of 11.59% compared to Bajaj Finance Limited (BAJFINANCE.NS) at 8.60%. This indicates that MUTHOOTFIN.NS's price experiences larger fluctuations and is considered to be riskier than BAJFINANCE.NS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MUTHOOTFIN.NS | BAJFINANCE.NS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.59% | 8.60% | +2.99% |
Volatility (6M)Calculated over the trailing 6-month period | 30.02% | 22.61% | +7.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.89% | 29.04% | +6.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.52% | 27.95% | +2.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.56% | 35.84% | +0.72% |
Dividends
MUTHOOTFIN.NS vs. BAJFINANCE.NS - Dividend Comparison
MUTHOOTFIN.NS's dividend yield for the trailing twelve months is around 0.99%, while BAJFINANCE.NS has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAJFINANCE.NS Bajaj Finance Limited | 0.00% | 1.13% | 1.06% | 0.82% | 0.61% | 0.29% | 0.38% | 0.28% | 0.30% | 4.10% | 0.00% | 0.00% |
MUTHOOTFIN.NS Muthoot Finance Limited | 0.99% | 0.68% | 1.12% | 1.49% | 1.88% | 1.34% | 1.24% | 1.58% | 1.94% | 1.26% | 0.71% | 3.34% |
Financials
MUTHOOTFIN.NS vs. BAJFINANCE.NS - Financials Comparison
This section allows you to compare key financial metrics between Muthoot Finance Limited and Bajaj Finance 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
Frequently Asked Questions
MUTHOOTFIN.NS and BAJFINANCE.NS have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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