Kotak - Scheme E - Tier II
Frequently Asked Questions
What is Kotak NPS Scheme E Tier II?
Kotak NPS Scheme E Tier II is a National Pension System (NPS) scheme managed by Kotak Mahindra Pension Fund 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 16+ Yrs.
What is the Ncash Score for Kotak Scheme E Tier II?
Kotak Scheme E Tier II has an Ncash Score of 74/100, rated "Very Good" (Grade B). The score is composed of Returns (37.8/45), Risk (14.7/25), Consistency (16.5/25), and Track Record (5.0/5).
What are the returns of Kotak Scheme E Tier II?
The CAGR returns for Kotak NPS Scheme E Tier II are — 1-year: +0.37%, 3-year: +13.33%, 5-year: +12.49%, 10-year: +13.04%, since inception: +11.04%. Returns are calculated on a trailing basis and updated regularly.
How does Kotak Scheme E rank among peers?
Kotak NPS Scheme E Tier II is ranked 3/10 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 Kotak Scheme E Tier II?
Key risk metrics for Kotak NPS Scheme E Tier II — Volatility: 12.8%, Sharpe Ratio: 0.52, Max Drawdown: -16.1%. A positive Sharpe Ratio indicates the scheme generates returns above the risk-free rate relative to its volatility.
