Kotak - Scheme C - Tier II
Frequently Asked Questions
What is Kotak NPS Scheme C Tier II?
Kotak NPS Scheme C Tier II 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 II is a voluntary savings account with no lock-in period, allowing flexible withdrawals. The scheme has a track record of 16+ Yrs.
What is the Ncash Score for Kotak Scheme C Tier II?
Kotak Scheme C Tier II has an Ncash Score of 67/100, rated "Good" (Grade C). The score is composed of Returns (30.1/45), Risk (10.4/25), Consistency (21.9/25), and Track Record (5.0/5).
What are the returns of Kotak Scheme C Tier II?
The CAGR returns for Kotak NPS Scheme C Tier II are — 1-year: +5.01%, 3-year: +7.53%, 5-year: +6.30%, 10-year: +7.72%, since inception: +8.41%. Returns are calculated on a trailing basis and updated regularly.
How does Kotak Scheme C rank among peers?
Kotak NPS Scheme C Tier II is ranked 5/10 among all Corporate Bonds 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 Kotak Scheme C Tier II?
Key risk metrics for Kotak NPS Scheme C Tier II — Volatility: 1.2%, Sharpe Ratio: 0.34, Max Drawdown: -0.8%. These metrics help assess the risk-return tradeoff of the scheme.
