Kotak - Scheme C - Tier I
Frequently Asked Questions
What is Kotak NPS Scheme C Tier I?
Kotak NPS Scheme C Tier I is a National Pension System (NPS) scheme managed by Kotak Mahindra Pension Fund Ltd.. It invests in corporate debt instruments and bonds under the Corporate Bonds (Scheme C) 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 16+ Yrs.
What is the Ncash Score for Kotak Scheme C Tier I?
Kotak Scheme C Tier I has an Ncash Score of 71/100, rated "Very Good" (Grade B). The score is composed of Returns (30.1/45), Risk (14.3/25), Consistency (21.9/25), and Track Record (5.0/5).
What are the returns of Kotak Scheme C Tier I?
The CAGR returns for Kotak NPS Scheme C Tier I are — 1-year: +5.33%, 3-year: +7.80%, 5-year: +6.57%, 10-year: +7.65%, since inception: +9.04%. Returns are calculated on a trailing basis and updated regularly.
How does Kotak Scheme C rank among peers?
Kotak NPS Scheme C Tier I is ranked 5/10 among all Corporate Bonds 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 Kotak Scheme C Tier I?
Key risk metrics for Kotak NPS Scheme C Tier I — Volatility: 1.3%, Sharpe Ratio: 0.54, Max Drawdown: -0.9%. A positive Sharpe Ratio indicates the scheme generates returns above the risk-free rate relative to its volatility.
