HDFC - Scheme E - Tier I
Frequently Asked Questions
What is HDFC NPS Scheme E Tier I?
HDFC NPS Scheme E Tier I is a National Pension System (NPS) scheme managed by HDFC Pension Management Co. 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 12+ Yrs.
What is the Ncash Score for HDFC Scheme E Tier I?
HDFC Scheme E Tier I has an Ncash Score of 66/100, rated "Good" (Grade C). The score is composed of Returns (30.1/45), Risk (14.1/25), Consistency (16.6/25), and Track Record (5.0/5).
What are the returns of HDFC Scheme E Tier I?
The CAGR returns for HDFC NPS Scheme E Tier I are — 1-year: +1.13%, 3-year: +12.71%, 5-year: +11.85%, 10-year: +13.39%, since inception: +13.50%. Returns are calculated on a trailing basis and updated regularly.
How does HDFC Scheme E rank among peers?
HDFC NPS Scheme E Tier I is ranked 5/10 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 HDFC Scheme E Tier I?
Key risk metrics for HDFC NPS Scheme E Tier I — Volatility: 12.6%, Sharpe Ratio: 0.48, Max Drawdown: -16.9%. These metrics help assess the risk-return tradeoff of the scheme.
