CHOLAFIN.NSE

10-Year Study

CHOLAFIN.NSE · Unknown · Unknown · Common Stock

Executive Summary: CHOLAFIN.NSE has compounded at 23.8% annually over the last 10 years, with a maximum drawdown of 58.8% and an annualized volatility of 38.3%.

1Y CAGR
-2.0%
3Y CAGR
+14.9%
5Y CAGR
+24.1%
10Y CAGR
+23.8%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
58.8%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.84
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.18
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
39.4%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2023 · +74.7%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · -7.7%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
70%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-4.16.2-21.715.9————————-7.7%
20258.49.08.5-1.87.31.7-11.3-1.613.45.32.3-1.943.7%
2024-6.0-7.96.23.24.014.7-0.42.810.5-20.8-3.0-3.9-5.7%
2023-2.27.20.614.420.68.7-0.8-0.98.5-6.6-1.712.774.7%
202221.010.04.02.8-8.0-8.813.212.8-7.4-3.10.81.139.3%
20212.630.87.72.3-3.9-6.6-7.216.51.88.9-10.5-5.534.8%
20207.2-6.4-50.04.3-11.133.76.914.77.39.742.3-0.327.2%
2019-6.95.417.8-4.210.4-6.8-9.03.514.6-0.92.3-1.822.3%
2018-1.014.7-1.320.1-12.2-1.1-5.33.2-21.08.93.4-4.1-2.6%
20178.7-5.0-0.915.2-7.69.46.8-3.0-6.15.411.11.638.0%
2016———10.822.1-2.815.46.1-0.22.4-18.1-2.531.5%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 38.3%. The dominant macroeconomic risk driver is QQQ.US, accounting for 31.8% of variance. Idiosyncratic stock-specific factors contribute 25.9%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0111080.760567657511
2016-05-0113525.817738502381
2016-06-0113151.472726884029
2016-07-0115176.333095612545
2016-08-0116109.265683953408
2016-09-0116079.398378199705
2016-10-0116469.102966722563
2016-11-0113482.742950738077
2016-12-0113151.386116850092
2017-01-0114294.111230306495
2017-02-0113573.403922338208
2017-03-0113452.819732177657
2017-04-0115498.518036539568
2017-05-0114328.255317609408
2017-06-0115671.37521933443
2017-07-0116732.764740287752
2017-08-0116239.108377108858
2017-09-0115253.182507623602
2017-10-0116076.417458170918
2017-11-0117857.640512446356
2017-12-0118148.11631398659
2018-01-0117959.58600403778
2018-02-0120598.74722423064
2018-03-0120325.489278171146
2018-04-0124403.339639055423
2018-05-0121422.027124289234
2018-06-0121196.411274872295
2018-07-0120073.454079414823
2018-08-0120711.866506529466
2018-09-0116370.674500306699
2018-10-0117826.390735138295
2018-11-0118436.741511257387
2018-12-0117674.854969305514
2019-01-0116448.547884111387
2019-02-0117335.90057168104
2019-03-0120420.477462479495
2019-04-0119556.576360174953
2019-05-0121582.922255434918
2019-06-0120112.099695823366
2019-07-0118309.119981757078
2019-08-0118947.273675099448
2019-09-0121704.397761514338
2019-10-0121506.953196047292
2019-11-0122011.13541917338
2019-12-0121612.661290632026
2020-01-0123172.59132288056
2020-02-0121683.40524341531
2020-03-0110838.18230754346
2020-04-0111306.165921802103
2020-05-0110047.5653535745
2020-06-0113429.843953934425
2020-07-0114358.72889360067
2020-08-0116464.67598802589
2020-09-0117666.55575466118
2020-10-0119375.425444383476
2020-11-0127561.663329256815
2020-12-0127487.215975275572
2021-01-0128210.475538421146
2021-02-0136897.93994197128
2021-03-0139735.1487088801
2021-04-0140655.99536033338
2021-05-0139059.62552671783
2021-06-0136496.183402776674
2021-07-0133878.0059300465
2021-08-0139453.72530038059
2021-09-0140180.06993486158
2021-10-0143776.1492411481
2021-11-0139200.92924892107
2021-12-0137057.52167032384
2022-01-0144826.49433828016
2022-02-0149296.16849269488
2022-03-0151258.17299970564
2022-04-0152706.48133581177
2022-05-0148486.39317995318
2022-06-0144198.534317033285
2022-07-0150043.88716795604
2022-08-0156446.68412388743
2022-09-0152293.62117100055
2022-10-0150661.67325103918
2022-11-0151054.48374115879
2022-12-0151629.41210972724
2023-01-0150490.268704889466
2023-02-0154117.496926166044
2023-03-0154460.867339191755
2023-04-0162315.59490404101
2023-05-0175177.88659457568
2023-06-0181694.87285044037
2023-07-0181036.18929006632
2023-08-0180302.49924764385
2023-09-0187152.74337282495
2023-10-0181408.42386731342
2023-11-0179987.53692574943
2023-12-0190177.01665708293
2024-01-0184761.9556107131
2024-02-0178053.08537282604
2024-03-0182883.04849778186
2024-04-0185513.00274246835
2024-05-0188938.38353883117
2024-06-01102009.33305340385
2024-07-01101563.91628646872
2024-08-01104360.04777804151
2024-09-01115286.44514597353
2024-10-0191250.51623417379
2024-11-0188468.72473303005
2024-12-0185027.33752533207
2025-01-0192189.7198275035
2025-02-01100522.10501850331
2025-03-01109076.26452019959
2025-04-01107084.83891355935
2025-05-01114892.6611152193
2025-06-01116830.27009722797
2025-07-01103615.06115600276
2025-08-01101999.65904151197
2025-09-01115647.97077623969
2025-10-01121822.36720571364
2025-11-01124636.74162089035
2025-12-01122210.05564420598
2026-01-01117141.30317403848
2026-02-01124356.34437684355
2026-03-0197333.90854090049
2026-04-01112795.83000094834
Annual Return Matrix
YearAnnual Return
20170.37993943396844565
2018-0.026077711675031368
20190.22279143609183683
20200.2718107967198775
20210.3481729726159477
20220.3932235557747177
20230.7466210241834832
2024-0.05710633732022419
20250.4373030980512136
2026-0.07703315077988004
Total Factor Risk
0.3834979415031525
VTI.US Exposure
-0.027498062018050027
VEA.US Exposure
0.09538550391047805
VWO.US Exposure
0.003880601529445229
QQQ.US Exposure
0.3177297897770417
VTV.US Exposure
0.051049892435330695
IJR.US Exposure
0.006285609161647704
QUAL.US Exposure
-0.0036319135132495107
SHV.US Exposure
0.0528237779962708
TLT.US Exposure
0.004193164430490447
LQD.US Exposure
0.05738321135530053
HYG.US Exposure
0.032080944935310066
GLD.US Exposure
0.010262430040174096
USO.US Exposure
0.0016013977430229883
VNQ.US Exposure
0.05110590444267391
BTC-USD.CC Exposure
-0.00021709306412447455
CPER.US Exposure
0.0019445238183592119
VIX.INDX Exposure
0.006167299277979219
UUP.US Exposure
0.024040316158836637
TIP.US Exposure
0.05630030862724536
Idiosyncratic Exposure
0.2591123929558174
Value Score
36
Growth Score
50
Profit Score
37.5
Health Score
26
Yield Score
0
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
38.3%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →N/A
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.00%
Market Cap$0
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.30
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$0
Avg Yield on Cost
0.00%

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-1.6%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-2.5%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
13.0% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
1.00
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is CHOLAFIN.NSE a high-risk investment?

CHOLAFIN.NSE (CHOLAFIN.NSE) has an annualized volatility of 38.3% and experienced a maximum drawdown of 58.8% over the last 10 years. Its primary macro risk driver is QQQ.US.

What is the 10-year return of CHOLAFIN.NSE?

Over the past 10 years, CHOLAFIN.NSE has generated a Compound Annual Growth Rate (CAGR) of 23.8%. It has had a positive return in 70% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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