Tata - Scheme E - Tier II
Frequently Asked Questions
What is Tata NPS Scheme E Tier II?
Tata NPS Scheme E Tier II 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 II is a voluntary savings account with no lock-in period, allowing flexible withdrawals. The scheme has a track record of 4 Yrs.
What is the Ncash Score for Tata Scheme E Tier II?
Tata Scheme E Tier II has an Ncash Score of 79/100, rated "Very Good" (Grade B). The score is composed of Returns (45.0/45), Risk (15.0/25), Consistency (17.3/25), and Track Record (2.0/5).
What are the returns of Tata Scheme E Tier II?
The CAGR returns for Tata NPS Scheme E Tier II are — 1-year: +6.31%, 3-year: +15.17%, 5-year: +9.71%, 10-year: +4.74%, since inception: +13.26%. Returns are calculated on a trailing basis and updated regularly.
How does Tata Scheme E rank among peers?
Tata NPS Scheme E Tier II is ranked 1/10 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 Tata Scheme E Tier II?
Key risk metrics for Tata NPS Scheme E Tier II — Volatility: 13.5%, Sharpe Ratio: 0.64, Max Drawdown: -17.6%. A positive Sharpe Ratio indicates the scheme generates returns above the risk-free rate relative to its volatility.
