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 65/100, rated "Good" (Grade C). The score is composed of Returns (30.1/45), Risk (13.8/25), Consistency (16.4/25), 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: -1.82%, 3-year: +12.07%, 5-year: +11.85%, 10-year: +12.95%, since inception: +11.25%. 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 6/10 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: 13.3%, Sharpe Ratio: 0.44, Max Drawdown: -16.1%. These metrics help assess the risk-return tradeoff of the scheme.
