HDFC - Scheme E - Tier I
Frequently Asked Questions
What is HDFC NPS Scheme E Tier I?
HDFC NPS Scheme E Tier I is a National Pension System (NPS) scheme managed by HDFC Pension Management Co. Ltd.. It invests predominantly in equity and related instruments under the Equity (Scheme E) asset class. Tier I is a mandatory retirement account with a lock-in period until age 60, offering tax benefits under Section 80CCD. The scheme has a track record of 12+ Yrs.
What is the Ncash Score for HDFC Scheme E Tier I?
HDFC Scheme E Tier I has an Ncash Score of 65/100, rated "Good" (Grade C). The score is composed of Returns (30.1/45), Risk (13.4/25), Consistency (16.7/25), and Track Record (5.0/5).
What are the returns of HDFC Scheme E Tier I?
The CAGR returns for HDFC NPS Scheme E Tier I are — 1-year: +4.72%, 3-year: +13.57%, 5-year: +12.79%, 10-year: +14.00%, since inception: +14.00%. Returns are calculated on a trailing basis and updated regularly.
How does HDFC Scheme E rank among peers?
HDFC NPS Scheme E Tier I is ranked 5/10 among all Equity Tier I NPS schemes based on overall performance. Rankings factor in returns across multiple periods, risk-adjusted performance, and consistency.
What are the risk metrics for HDFC Scheme E Tier I?
Key risk metrics for HDFC NPS Scheme E Tier I — Volatility: 12.9%, Sharpe Ratio: 0.54, Max Drawdown: -16.9%. A positive Sharpe Ratio indicates the scheme generates returns above the risk-free rate relative to its volatility.
