Tata - Scheme E - Tier I
Frequently Asked Questions
What is Tata NPS Scheme E Tier I?
Tata NPS Scheme E Tier I is a National Pension System (NPS) scheme managed by Tata Pension Management 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 4 Yrs.
What is the Ncash Score for Tata Scheme E Tier I?
Tata Scheme E Tier I has an Ncash Score of 79/100, rated "Very Good" (Grade B). The score is composed of Returns (45.0/45), Risk (15.2/25), Consistency (17.3/25), and Track Record (2.0/5).
What are the returns of Tata Scheme E Tier I?
The CAGR returns for Tata NPS Scheme E Tier I are — 1-year: +6.76%, 3-year: +15.38%, 5-year: +9.84%, 10-year: +4.80%, since inception: +13.44%. Returns are calculated on a trailing basis and updated regularly.
How does Tata Scheme E rank among peers?
Tata NPS Scheme E Tier I is ranked 1/10 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 Tata Scheme E Tier I?
Key risk metrics for Tata NPS Scheme E Tier I — Volatility: 13.5%, Sharpe Ratio: 0.65, Max Drawdown: -17.5%. A positive Sharpe Ratio indicates the scheme generates returns above the risk-free rate relative to its volatility.
