SMNEY vs. CHOLAFIN.NS

Last updated Jun 13, 2026

SMNEY (Siemens Energy AG) and CHOLAFIN.NS (Cholamandalam Investment and Finance Company Limited) are both stocks. SMNEY operates in Specialty Industrial Machinery (Industrials), while CHOLAFIN.NS operates in Credit Services (Financial Services). At a 0.10 correlation, their price movements are largely independent.

Performance

SMNEY vs. CHOLAFIN.NS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Siemens Energy AG (SMNEY) and Cholamandalam Investment and Finance Company Limited (CHOLAFIN.NS). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

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

Returns By Period

SMNEY

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

CHOLAFIN.NS

• 1D: 7.82%
• 1M: 0.16%
• YTD: -12.92%
• 6M: -13.94%
• 1Y: -10.59%
• 3Y*: 7.33%
• 5Y*: 16.75%
• 10Y*: 24.54%

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

SMNEY vs. CHOLAFIN.NS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
SMNEY Siemens Energy AG	25.32%	167.97%	298.17%	-29.76%	-27.66%	-31.90%	21.11%
CHOLAFIN.NS Cholamandalam Investment and Finance Company Limited	-12.92%	36.88%	-8.30%	73.77%	25.39%	32.15%	5.98%

Correlation

The correlation between SMNEY and CHOLAFIN.NS is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.18
Correlation (3Y) Calculated over the trailing 3-year period	0.06
Correlation (5Y) Calculated over the trailing 5-year period	0.09
Correlation (All Time) Calculated using the full available price history since Dec 14, 2020	0.10

The correlation between SMNEY and CHOLAFIN.NS shifts across timeframes, from 0.06 (3 years) to 0.18 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

SMNEY vs. CHOLAFIN.NS — Risk / Return Rank

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

SMNEY

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

CHOLAFIN.NS

CHOLAFIN.NS Risk / Return Rank: 40
CHOLAFIN.NS Sharpe Ratio Rank: 42
CHOLAFIN.NS Sortino Ratio Rank: 37
CHOLAFIN.NS Omega Ratio Rank: 36
CHOLAFIN.NS Calmar Ratio Rank: 42
CHOLAFIN.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.

SMNEY vs. CHOLAFIN.NS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Siemens Energy AG (SMNEY) and Cholamandalam Investment and Finance Company Limited (CHOLAFIN.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.

	SMNEY	CHOLAFIN.NS	Difference
Sharpe ratio: Return per unit of total volatility	—	-0.32	—
Sortino ratio: Return per unit of downside risk	—	-0.26	—
Omega ratio: Gain probability vs. loss probability	—	0.97	—
Calmar ratio: Return relative to maximum drawdown	—	-0.38	—
Martin ratio: Return relative to average drawdown	—	-0.91	—

Drawdowns

Drawdown Indicators

	SMNEY	CHOLAFIN.NS	Difference
Max Drawdown Largest peak-to-trough decline	—	-83.98%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-28.22%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-30.67%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-30.67%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-66.33%	—
Current Drawdown Current decline from peak	—	-17.66%	—
Average Drawdown Average peak-to-trough decline	—	-16.47%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	11.81%	—

Volatility

Volatility by Period

	SMNEY	CHOLAFIN.NS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	12.20%	—
Volatility (6M) Calculated over the trailing 6-month period	—	27.89%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	34.20%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	34.85%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	41.98%	—

Dividends

SMNEY vs. CHOLAFIN.NS - Dividend Comparison

SMNEY has not paid dividends to shareholders, while CHOLAFIN.NS's dividend yield for the trailing twelve months is around 0.13%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CHOLAFIN.NS Cholamandalam Investment and Finance Company Limited	0.13%	0.12%	0.17%	0.16%	0.28%	0.38%	0.18%	8.35%	12.90%	10.58%	11.88%	13.63%
SMNEY Siemens Energy AG	0.00%	0.00%	0.00%	0.00%	0.61%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

Can I hold both SMNEY and CHOLAFIN.NS in my portfolio?

SMNEY and CHOLAFIN.NS have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.