HDFC - Scheme E - Tier II
Frequently Asked Questions
What is HDFC NPS Scheme E Tier II?
HDFC NPS Scheme E Tier II 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 II is a voluntary savings account with no lock-in period, allowing flexible withdrawals. The scheme has a track record of 13+ Yrs.
What is the Ncash Score for HDFC Scheme E Tier II?
HDFC Scheme E Tier II has an Ncash Score of 67/100, rated "Good" (Grade C). The score is composed of Returns (30.1/45), Risk (14.9/25), Consistency (17.0/25), and Track Record (5.0/5).
What are the returns of HDFC Scheme E Tier II?
The CAGR returns for HDFC NPS Scheme E Tier II are — 1-year: -8.38%, 3-year: +9.17%, 5-year: +7.52%, 10-year: +11.87%, since inception: +11.82%. Returns are calculated on a trailing basis and updated regularly.
How does HDFC Scheme E rank among peers?
HDFC NPS Scheme E Tier II is ranked 4/10 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 HDFC Scheme E Tier II?
Key risk metrics for HDFC NPS Scheme E Tier II — Volatility: 13.3%, Sharpe Ratio: 0.24, Max Drawdown: -16.9%. These metrics help assess the risk-return tradeoff of the scheme.
