SBI - Scheme E - Tier I
Frequently Asked Questions
What is SBI NPS Scheme E Tier I?
SBI NPS Scheme E Tier I is a National Pension System (NPS) scheme managed by SBI Pension Funds Pvt. Ltd. It invests predominantly in equity and related instruments under the Equity (Scheme E) 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 17+ Yrs.
What is the Ncash Score for SBI Scheme E Tier I?
SBI Scheme E Tier I has an Ncash Score of 43/100, rated "Average" (Grade F). The score is composed of Returns (9.9/45), Risk (10.9/25), Consistency (16.7/25), and Track Record (5.0/5).
What are the returns of SBI Scheme E Tier I?
The CAGR returns for SBI NPS Scheme E Tier I are — 1-year: +1.82%, 3-year: +10.91%, 5-year: +10.98%, 10-year: +12.62%, since inception: +10.58%. Returns are calculated on a trailing basis and updated regularly.
How does SBI Scheme E rank among peers?
SBI NPS Scheme E Tier I is ranked 9/10 among all Equity 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 SBI Scheme E Tier I?
Key risk metrics for SBI NPS Scheme E Tier I — Volatility: 13.2%, Sharpe Ratio: 0.32, Max Drawdown: -19.0%. These metrics help assess the risk-return tradeoff of the scheme.
