Kotak - Scheme E - Tier I
Frequently Asked Questions
What is Kotak NPS Scheme E Tier I?
Kotak NPS Scheme E Tier I is a National Pension System (NPS) scheme managed by Kotak Mahindra Pension Fund 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 16+ Yrs.
What is the Ncash Score for Kotak Scheme E Tier I?
Kotak Scheme E Tier I has an Ncash Score of 73/100, rated "Very Good" (Grade B). The score is composed of Returns (37.8/45), Risk (13.8/25), Consistency (16.6/25), and Track Record (5.0/5).
What are the returns of Kotak Scheme E Tier I?
The CAGR returns for Kotak NPS Scheme E Tier I are — 1-year: +3.32%, 3-year: +14.22%, 5-year: +13.44%, 10-year: +13.63%, since inception: +11.84%. Returns are calculated on a trailing basis and updated regularly.
How does Kotak Scheme E rank among peers?
Kotak NPS Scheme E Tier I is ranked 3/10 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 Kotak Scheme E Tier I?
Key risk metrics for Kotak NPS Scheme E Tier I — Volatility: 13.2%, Sharpe Ratio: 0.58, Max Drawdown: -15.9%. A positive Sharpe Ratio indicates the scheme generates returns above the risk-free rate relative to its volatility.
