UTI - Scheme E - Tier I
Frequently Asked Questions
What is UTI NPS Scheme E Tier I?
UTI NPS Scheme E Tier I is a National Pension System (NPS) scheme managed by UTI Retirement Solutions 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 UTI Scheme E Tier I?
UTI 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 (13.8/25), Consistency (16.4/25), and Track Record (5.0/5).
What are the returns of UTI Scheme E Tier I?
The CAGR returns for UTI NPS Scheme E Tier I are — 1-year: -2.07%, 3-year: +12.98%, 5-year: +12.11%, 10-year: +13.36%, since inception: +12.02%. Returns are calculated on a trailing basis and updated regularly.
How does UTI Scheme E rank among peers?
UTI 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 UTI Scheme E Tier I?
Key risk metrics for UTI NPS Scheme E Tier I — Volatility: 13.5%, Sharpe Ratio: 0.45, Max Drawdown: -18.3%. These metrics help assess the risk-return tradeoff of the scheme.
