UTI - Scheme E - Tier II
Frequently Asked Questions
What is UTI NPS Scheme E Tier II?
UTI NPS Scheme E Tier II 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 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 UTI Scheme E Tier II?
UTI Scheme E Tier II has an Ncash Score of 54/100, rated "Average" (Grade D). The score is composed of Returns (19.8/45), Risk (13.3/25), Consistency (16.2/25), and Track Record (5.0/5).
What are the returns of UTI Scheme E Tier II?
The CAGR returns for UTI NPS Scheme E Tier II are — 1-year: -0.97%, 3-year: +12.34%, 5-year: +11.50%, 10-year: +12.73%, since inception: +10.72%. Returns are calculated on a trailing basis and updated regularly.
How does UTI Scheme E rank among peers?
UTI 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 UTI Scheme E Tier II?
Key risk metrics for UTI NPS Scheme E Tier II — Volatility: 13.0%, Sharpe Ratio: 0.44, Max Drawdown: -17.9%. These metrics help assess the risk-return tradeoff of the scheme.
