UTI - Scheme E - Tier I
Frequently Asked Questions
What is UTI NPS Scheme E Tier I?
UTI NPS Scheme E Tier I is a National Pension System (NPS) scheme managed by UTI Retirement Solutions 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 17+ Yrs.
What is the Ncash Score for UTI Scheme E Tier I?
UTI 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 (13.8/25), Consistency (16.4/25), and Track Record (5.0/5).
What are the returns of UTI Scheme E Tier I?
The CAGR returns for UTI NPS Scheme E Tier I are — 1-year: +2.48%, 3-year: +14.04%, 5-year: +13.06%, 10-year: +13.50%, since inception: +12.20%. Returns are calculated on a trailing basis and updated regularly.
How does UTI Scheme E rank among peers?
UTI NPS Scheme E Tier I is ranked 4/10 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 UTI Scheme E Tier I?
Key risk metrics for UTI NPS Scheme E Tier I — Volatility: 13.5%, Sharpe Ratio: 0.56, Max Drawdown: -18.3%. A positive Sharpe Ratio indicates the scheme generates returns above the risk-free rate relative to its volatility.
