SBI - Scheme E - Tier II
Frequently Asked Questions
What is SBI NPS Scheme E Tier II?
SBI NPS Scheme E Tier II is a National Pension System (NPS) scheme managed by SBI Pension Funds Pvt. Ltd. It invests predominantly in equity and related instruments under the Equity (Scheme E) asset class. Tier II is a voluntary savings account with no lock-in period, allowing flexible withdrawals. The scheme has a track record of 16+ Yrs.
What is the Ncash Score for SBI Scheme E Tier II?
SBI Scheme E Tier II has an Ncash Score of 42/100, rated "Average" (Grade F). The score is composed of Returns (9.9/45), Risk (11.0/25), Consistency (16.5/25), and Track Record (5.0/5).
What are the returns of SBI Scheme E Tier II?
The CAGR returns for SBI NPS Scheme E Tier II are — 1-year: +3.84%, 3-year: +11.70%, 5-year: +11.84%, 10-year: +12.65%, since inception: +10.59%. Returns are calculated on a trailing basis and updated regularly.
How does SBI Scheme E rank among peers?
SBI NPS Scheme E Tier II is ranked 9/10 among all Equity Tier II NPS schemes based on overall performance. Rankings factor in returns across multiple periods, risk-adjusted performance, and consistency.
What are the risk metrics for SBI Scheme E Tier II?
Key risk metrics for SBI NPS Scheme E Tier II — Volatility: 13.3%, Sharpe Ratio: 0.40, Max Drawdown: -19.2%. These metrics help assess the risk-return tradeoff of the scheme.
