Kotak - Scheme G - Tier I
Frequently Asked Questions
What is Kotak NPS Scheme G Tier I?
Kotak NPS Scheme G Tier I is a National Pension System (NPS) scheme managed by Kotak Mahindra Pension Fund Ltd.. It invests in government securities and related instruments under the Government Securities (Scheme G) 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 G Tier I?
Kotak Scheme G Tier I has an Ncash Score of 40/100, rated "Average" (Grade F). The score is composed of Returns (9.9/45), Risk (4.2/25), Consistency (20.9/25), and Track Record (5.0/5).
What are the returns of Kotak Scheme G Tier I?
The CAGR returns for Kotak NPS Scheme G Tier I are — 1-year: -2.47%, 3-year: +5.74%, 5-year: +5.27%, 10-year: +7.46%, since inception: +7.93%. Returns are calculated on a trailing basis and updated regularly.
How does Kotak Scheme G rank among peers?
Kotak NPS Scheme G Tier I is ranked 9/10 among all Government Securities 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 G Tier I?
Key risk metrics for Kotak NPS Scheme G Tier I — Volatility: 3.0%, Sharpe Ratio: -0.43, Max Drawdown: -4.5%. These metrics help assess the risk-return tradeoff of the scheme.
