YTRA vs. FGRTX

Last updated Jun 4, 2026

YTRA (Yatra Online, Inc.) is a stock, while FGRTX (Fidelity Mega Cap Stock Fund) is Large Cap Blend Equities fund managed by Fidelity. Over the past 5 years, YTRA returned -14.82%/yr vs 16.32%/yr for FGRTX. At a 0.22 correlation, their price movements are largely independent.

Performance

YTRA vs. FGRTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Yatra Online, Inc. (YTRA) and Fidelity Mega Cap Stock Fund (FGRTX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, YTRA achieves a -47.62% return, which is significantly lower than FGRTX's 10.50% return.

YTRA

• 1D: 1.24%
• 1M: -8.58%
• YTD: -47.62%
• 6M: -44.50%
• 1Y: -6.75%
• 3Y*: -24.31%
• 5Y*: -14.82%
• 10Y*: —

FGRTX

• 1D: -0.32%
• 1M: 3.41%
• YTD: 10.50%
• 6M: 12.42%
• 1Y: 31.38%
• 3Y*: 25.59%
• 5Y*: 16.32%
• 10Y*: 16.48%

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

YTRA vs. FGRTX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
YTRA Yatra Online, Inc.	-47.62%	41.27%	-22.70%	-32.37%	39.31%	-10.36%	-38.73%	-21.64%	-46.26%	-20.00%
FGRTX Fidelity Mega Cap Stock Fund	10.50%	26.92%	25.98%	26.51%	-8.98%	26.29%	12.96%	31.07%	-7.44%	16.98%

Correlation

The correlation between YTRA and FGRTX is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.11
Correlation (3Y) Calculated over the trailing 3-year period	0.13
Correlation (5Y) Calculated over the trailing 5-year period	0.18
Correlation (All Time) Calculated using the full available price history since Dec 20, 2016	0.22

The correlation between YTRA and FGRTX shifts across timeframes, from 0.11 (1 year) to 0.22 (all time), reflecting how their relationship changes across market environments.

Return for Risk

YTRA vs. FGRTX — Risk / Return Rank

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

YTRA

YTRA Risk / Return Rank: 37
YTRA Sharpe Ratio Rank: 37
YTRA Sortino Ratio Rank: 38
YTRA Omega Ratio Rank: 37
YTRA Calmar Ratio Rank: 37
YTRA Martin Ratio Rank: 36

FGRTX

FGRTX Risk / Return Rank: 80
FGRTX Sharpe Ratio Rank: 84
FGRTX Sortino Ratio Rank: 78
FGRTX Omega Ratio Rank: 75
FGRTX Calmar Ratio Rank: 79
FGRTX Martin Ratio Rank: 85

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.

YTRA vs. FGRTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Yatra Online, Inc. (YTRA) and Fidelity Mega Cap Stock Fund (FGRTX). 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.

	YTRA	FGRTX	Difference
Sharpe ratio Return per unit of total volatility	-0.11	2.70	-2.80
Sortino ratio Return per unit of downside risk	0.33	3.70	-3.37
Omega ratio Gain probability vs. loss probability	1.04	1.49	-0.45
Calmar ratio Return relative to maximum drawdown	-0.12	3.59	-3.72
Martin ratio Return relative to average drawdown	-0.26	16.31	-16.57
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

YTRA vs. FGRTX - Sharpe Ratio Comparison

The current YTRA Sharpe Ratio is -0.11, which is lower than the FGRTX Sharpe Ratio of 2.70. The chart below compares the historical Sharpe Ratios of YTRA and FGRTX, 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

	YTRA	FGRTX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.11	2.70	-2.80
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.25	0.98	-1.23
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.91	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.36	0.48	-0.83

Drawdowns

YTRA vs. FGRTX - Drawdown Comparison

The maximum YTRA drawdown since its inception was -95.50%, which is greater than FGRTX's maximum drawdown of -56.17%. Use the drawdown chart below to compare losses from any high point for YTRA and FGRTX.

Drawdown Indicators

	YTRA	FGRTX	Difference
Max Drawdown Largest peak-to-trough decline	-95.50%	-56.17%	-39.33%
Max Drawdown (1Y) Largest decline over 1 year	-54.45%	-8.99%	-45.46%
Max Drawdown (3Y) Largest decline over 3 years	-77.43%	-18.51%	-58.92%
Max Drawdown (5Y) Largest decline over 5 years	-80.27%	-23.35%	-56.92%
Max Drawdown (10Y) Largest decline over 10 years	—	-35.18%	—
Current Drawdown Current decline from peak	-92.40%	-0.32%	-92.08%
Average Drawdown Average peak-to-trough decline	-72.11%	-8.72%	-63.39%
Ulcer Index Depth and duration of drawdowns from previous peaks	26.20%	1.98%	+24.22%

Volatility

YTRA vs. FGRTX - Volatility Comparison

Yatra Online, Inc. (YTRA) has a higher volatility of 13.40% compared to Fidelity Mega Cap Stock Fund (FGRTX) at 2.71%. This indicates that YTRA's price experiences larger fluctuations and is considered to be riskier than FGRTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	YTRA	FGRTX	Difference
Volatility (1M) Calculated over the trailing 1-month period	13.40%	2.71%	+10.69%
Volatility (6M) Calculated over the trailing 6-month period	45.89%	9.06%	+36.83%
Volatility (1Y) Calculated over the trailing 1-year period	64.37%	11.98%	+52.39%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	59.87%	16.70%	+43.17%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	62.54%	18.12%	+44.42%

Dividends

YTRA vs. FGRTX - Dividend Comparison

YTRA has not paid dividends to shareholders, while FGRTX's dividend yield for the trailing twelve months is around 3.52%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FGRTX Fidelity Mega Cap Stock Fund	3.52%	3.89%	2.68%	2.06%	4.38%	4.79%	7.96%	12.98%	21.72%	15.57%	1.97%	4.16%
YTRA Yatra Online, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both YTRA and FGRTX in my portfolio?

YTRA and FGRTX have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, YTRA or FGRTX?

YTRA has higher volatility (13.40%) compared to FGRTX (2.71%). In terms of maximum drawdown, YTRA dropped -95.50% vs FGRTX's -56.17%.

Which has better risk-adjusted returns?

FGRTX currently has the higher Sharpe Ratio (2.70 vs -0.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.