PHOENIXLTD.NS vs. RIO

Last updated Jun 5, 2026

PHOENIXLTD.NS (The Phoenix Mills Limited) and RIO (Rio Tinto Group) are both stocks. PHOENIXLTD.NS operates in Real Estate - Diversified (Real Estate), while RIO operates in Other Industrial Metals & Mining (Basic Materials). Over the past 10 years, PHOENIXLTD.NS returned 27.99%/yr vs 25.42%/yr for RIO. At a 0.03 correlation, their price movements are largely independent.

Performance

PHOENIXLTD.NS vs. RIO - Performance Comparison

The chart below illustrates the hypothetical performance of a ₹10,000 investment in The Phoenix Mills Limited (PHOENIXLTD.NS) and Rio Tinto Group (RIO). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

PHOENIXLTD.NS is traded in INR, while RIO is traded in USD. To make them comparable, the RIO values have been converted to INR using the latest available exchange rates.

Returns By Period

In the year-to-date period, PHOENIXLTD.NS achieves a -6.71% return, which is significantly lower than RIO's 36.68% return. Over the past 10 years, PHOENIXLTD.NS has outperformed RIO with an annualized return of 27.99%, while RIO has yielded a comparatively lower 25.42% annualized return.

PHOENIXLTD.NS

• 1D: 1.10%
• 1M: -5.98%
• YTD: -6.71%
• 6M: 0.24%
• 1Y: 10.90%
• 3Y*: 31.96%
• 5Y*: 31.83%
• 10Y*: 27.99%

RIO

• 1D: -5.31%
• 1M: -4.23%
• YTD: 36.68%
• 6M: 49.61%
• 1Y: 98.01%
• 3Y*: 29.87%
• 5Y*: 16.11%
• 10Y*: 25.42%

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

PHOENIXLTD.NS vs. RIO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PHOENIXLTD.NS The Phoenix Mills Limited	-6.71%	13.62%	45.80%	58.23%	44.62%	27.36%	-6.98%	48.36%	-9.72%	67.93%
RIO Rio Tinto Group	36.68%	51.38%	-12.79%	11.83%	31.21%	-1.75%	39.65%	36.56%	5.86%	35.88%

Correlation

The correlation between PHOENIXLTD.NS and RIO is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.06
Correlation (3Y) Calculated over the trailing 3-year period	-0.00
Correlation (5Y) Calculated over the trailing 5-year period	0.04
Correlation (10Y) Calculated over the trailing 10-year period	0.02
Correlation (All Time) Calculated using the full available price history since Jul 6, 2007	0.03

Return for Risk

PHOENIXLTD.NS vs. RIO — Risk / Return Rank

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

PHOENIXLTD.NS

PHOENIXLTD.NS Risk / Return Rank: 49
PHOENIXLTD.NS Sharpe Ratio Rank: 53
PHOENIXLTD.NS Sortino Ratio Rank: 47
PHOENIXLTD.NS Omega Ratio Rank: 45
PHOENIXLTD.NS Calmar Ratio Rank: 50
PHOENIXLTD.NS Martin Ratio Rank: 52

RIO

RIO Risk / Return Rank: 92
RIO Sharpe Ratio Rank: 93
RIO Sortino Ratio Rank: 90
RIO Omega Ratio Rank: 90
RIO Calmar Ratio Rank: 92
RIO Martin Ratio Rank: 95

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.

PHOENIXLTD.NS vs. RIO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Phoenix Mills Limited (PHOENIXLTD.NS) and Rio Tinto Group (RIO). 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.

	PHOENIXLTD.NS	RIO	Difference
Sharpe ratio: Return per unit of total volatility	0.34	3.51	-3.16
Sortino ratio: Return per unit of downside risk	0.68	3.98	-3.30
Omega ratio: Gain probability vs. loss probability	1.08	1.52	-0.44
Calmar ratio: Return relative to maximum drawdown	0.37	7.84	-7.47
Martin ratio: Return relative to average drawdown	0.98	29.75	-28.78
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PHOENIXLTD.NS vs. RIO - Sharpe Ratio Comparison

The current PHOENIXLTD.NS Sharpe Ratio is 0.34, which is lower than the RIO Sharpe Ratio of 3.51. The chart below compares the historical Sharpe Ratios of PHOENIXLTD.NS and RIO, 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

	PHOENIXLTD.NS	RIO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.34	3.51	-3.16
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.91	0.57	+0.34
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.75	0.86	-0.12
Sharpe Ratio (All Time) Calculated using the full available price history	0.34	0.31	+0.03

Drawdowns

PHOENIXLTD.NS vs. RIO - Drawdown Comparison

The maximum PHOENIXLTD.NS drawdown since its inception was -90.93%, roughly equal to the maximum RIO drawdown of -87.05%. Use the drawdown chart below to compare losses from any high point for PHOENIXLTD.NS and RIO.

Drawdown Indicators

	PHOENIXLTD.NS	RIO	Difference
Max Drawdown Largest peak-to-trough decline	-90.93%	-87.05%	-3.88%
Max Drawdown (1Y) Largest decline over 1 year	-24.27%	-12.57%	-11.70%
Max Drawdown (3Y) Largest decline over 3 years	-31.63%	-21.38%	-10.25%
Max Drawdown (5Y) Largest decline over 5 years	-31.63%	-30.54%	-1.09%
Max Drawdown (10Y) Largest decline over 10 years	-48.13%	-33.30%	-14.83%
Current Drawdown Current decline from peak	-15.30%	-10.77%	-4.53%
Average Drawdown Average peak-to-trough decline	-31.59%	-23.62%	-7.97%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.27%	3.31%	+5.96%

Volatility

PHOENIXLTD.NS vs. RIO - Volatility Comparison

The current volatility for The Phoenix Mills Limited (PHOENIXLTD.NS) is 6.95%, while Rio Tinto Group (RIO) has a volatility of 12.15%. This indicates that PHOENIXLTD.NS experiences smaller price fluctuations and is considered to be less risky than RIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PHOENIXLTD.NS	RIO	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.95%	12.15%	-5.20%
Volatility (6M) Calculated over the trailing 6-month period	19.35%	23.29%	-3.94%
Volatility (1Y) Calculated over the trailing 1-year period	26.53%	28.12%	-1.59%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	35.75%	28.47%	+7.28%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	38.29%	29.57%	+8.72%

Dividends

PHOENIXLTD.NS vs. RIO - Dividend Comparison

PHOENIXLTD.NS's dividend yield for the trailing twelve months is around 0.14%, less than RIO's 3.99% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PHOENIXLTD.NS The Phoenix Mills Limited	0.14%	0.13%	0.15%	0.22%	0.17%	0.10%	0.00%	0.36%	0.46%	0.38%	0.59%	0.66%
RIO Rio Tinto Group	3.99%	4.66%	7.40%	5.40%	10.48%	10.23%	5.13%	7.68%	6.32%	4.47%	3.93%	7.58%

Financials

Frequently Asked Questions

Can I hold both PHOENIXLTD.NS and RIO in my portfolio?

PHOENIXLTD.NS and RIO have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.