RELIANCE.BO vs. BAJAJHLDNG.NS
Compare and contrast key facts about Reliance Industries Limited (RELIANCE.BO) and Bajaj Holdings & Investment Limited (BAJAJHLDNG.NS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RELIANCE.BO or BAJAJHLDNG.NS.
Key characteristics
| RELIANCE.BO | BAJAJHLDNG.NS | |
|---|---|---|
| YTD Return | -1.16% | 41.42% |
| 1Y Return | 10.39% | 52.90% |
| 3Y Return (Ann) | 2.92% | 31.85% |
| 5Y Return (Ann) | 14.71% | 26.42% |
| 10Y Return (Ann) | 20.45% | 25.18% |
| Sharpe Ratio | 0.46 | 1.90 |
| Sortino Ratio | 0.79 | 2.88 |
| Omega Ratio | 1.11 | 1.35 |
| Calmar Ratio | 0.50 | 3.27 |
| Martin Ratio | 1.52 | 7.13 |
| Ulcer Index | 6.66% | 7.38% |
| Daily Std Dev | 22.13% | 27.81% |
| Max Drawdown | -68.27% | -79.76% |
| Current Drawdown | -20.21% | -3.47% |
Fundamentals
| RELIANCE.BO | BAJAJHLDNG.NS | |
|---|---|---|
| Market Cap | ₹17.23T | ₹1.20T |
| EPS | ₹50.16 | ₹665.19 |
| PE Ratio | 25.38 | 16.23 |
| Total Revenue (TTM) | ₹9.25T | ₹46.94B |
| Gross Profit (TTM) | ₹2.26T | ₹46.54B |
Correlation
The correlation between RELIANCE.BO and BAJAJHLDNG.NS is 0.26, 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
RELIANCE.BO vs. BAJAJHLDNG.NS - Performance Comparison
In the year-to-date period, RELIANCE.BO achieves a -1.16% return, which is significantly lower than BAJAJHLDNG.NS's 41.42% return. Over the past 10 years, RELIANCE.BO has underperformed BAJAJHLDNG.NS with an annualized return of 20.45%, while BAJAJHLDNG.NS has yielded a comparatively higher 25.18% 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
RELIANCE.BO vs. BAJAJHLDNG.NS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Reliance Industries Limited (RELIANCE.BO) and Bajaj Holdings & Investment Limited (BAJAJHLDNG.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.
Dividends
RELIANCE.BO vs. BAJAJHLDNG.NS - Dividend Comparison
RELIANCE.BO's dividend yield for the trailing twelve months is around 0.39%, less than BAJAJHLDNG.NS's 0.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RELIANCE.BO Reliance Industries Limited | 0.39% | 0.35% | 0.31% | 0.30% | 0.33% | 0.43% | 0.54% | 0.60% | 0.97% | 0.99% | 1.07% | 1.01% |
BAJAJHLDNG.NS Bajaj Holdings & Investment Limited | 0.80% | 1.60% | 2.36% | 2.36% | 1.30% | 0.95% | 1.36% | 1.13% | 1.79% | 1.95% | 2.14% | 2.81% |
Drawdowns
RELIANCE.BO vs. BAJAJHLDNG.NS - Drawdown Comparison
The maximum RELIANCE.BO drawdown since its inception was -68.27%, smaller than the maximum BAJAJHLDNG.NS drawdown of -79.76%. Use the drawdown chart below to compare losses from any high point for RELIANCE.BO and BAJAJHLDNG.NS. For additional features, visit the drawdowns tool.
Volatility
RELIANCE.BO vs. BAJAJHLDNG.NS - Volatility Comparison
The current volatility for Reliance Industries Limited (RELIANCE.BO) is 5.12%, while Bajaj Holdings & Investment Limited (BAJAJHLDNG.NS) has a volatility of 5.91%. This indicates that RELIANCE.BO experiences smaller price fluctuations and is considered to be less risky than BAJAJHLDNG.NS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
RELIANCE.BO vs. BAJAJHLDNG.NS - Financials Comparison
This section allows you to compare key financial metrics between Reliance Industries Limited and Bajaj Holdings & Investment 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