Tata - Scheme E - Tier I
Frequently Asked Questions
What is Tata NPS Scheme E Tier I?
Tata NPS Scheme E Tier I is a National Pension System (NPS) scheme managed by Tata Pension Management 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 4 Yrs.
What is the Ncash Score for Tata Scheme E Tier I?
Tata Scheme E Tier I has an Ncash Score of 73/100, rated "Very Good" (Grade B). The score is composed of Returns (37.8/45), Risk (15.8/25), Consistency (17.2/25), and Track Record (2.0/5).
What are the returns of Tata Scheme E Tier I?
The CAGR returns for Tata NPS Scheme E Tier I are — 1-year: +1.09%, 3-year: +13.30%, 5-year: +9.49%, 10-year: +4.64%, since inception: +12.59%. Returns are calculated on a trailing basis and updated regularly.
How does Tata Scheme E rank among peers?
Tata NPS Scheme E Tier I is ranked 3/10 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 Tata Scheme E Tier I?
Key risk metrics for Tata NPS Scheme E Tier I — Volatility: 13.7%, Sharpe Ratio: 0.52, Max Drawdown: -17.5%. A positive Sharpe Ratio indicates the scheme generates returns above the risk-free rate relative to its volatility.
