| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Month | 08-Oct-25 | 10,082.14 | 0.80% | - | 0.79% | 4/14 |
| 3 Month | 07-Aug-25 | 10,159.54 | 1.60% | - | 1.59% | 8/14 |
| 6 Month | 07-May-25 | 10,345.61 | 3.50% | - | 3.48% | 12/14 |
| 9 Month | 07-Feb-25 | 10,666.47 | 6.70% | - | 6.76% | 10/14 |
| 1 Year | 07-Nov-24 | 10,849.50 | 8.50% | 8.50% | 8.64% | 13/14 |
| 2 Year | 08-Nov-23 | 11,834.59 | 18.30% | 8.80% | 9.08% | 14/14 |
| 3 Year | 07-Nov-22 | 12,727.97 | 27.30% | 8.40% | 8.61% | 14/14 |
| 5 Year | 09-Nov-20 | 13,680.75 | 36.80% | 6.50% | 6.76% | 12/14 |
Your investments in National Pension Scheme (NPS) does not attract any income tax. You can also avail additional tax deductions upto 50,000 in your income tax returns for your Tier 1 NPs investments.
| Scheme Name | 1M | 3M | 6M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| KOTAK PENSION FUND SCHEME E - TIER I | 0.80% | 4.20% | 7.20% | 7.60% | 16.20% | 18.70% |
| KOTAK PENSION FUND SCHEME C - TIER I | 0.80% | 1.60% | 3.60% | 8.80% | 8.60% | 6.70% |
| KOTAK PENSION FUND SCHEME G - TIER I | -0.40% | 0.00% | -1.70% | 4.20% | 8.00% | 5.80% |
| KOTAK PENSION FUND SCHEME E - TIER II | 0.90% | 4.40% | 7.50% | 7.60% | 16.10% | 18.70% |
| KOTAK PENSION FUND SCHEME G - TIER II | -0.30% | 0.10% | -1.50% | 4.50% | 8.00% | 5.80% |
| NPS TRUST A/C-KOTAK MAHINDRA PENSION FUND LIMITED- NPS LITE SCHEME - GOVT. PATTERN | 0.20% | 1.40% | 1.80% | 7.00% | 9.60% | 8.20% |
| KOTAK PENSION FUND SCHEME A - TIER I | 1.60% | 6.70% | 12.90% | 15.00% | 11.00% | 8.60% |
| KOTAK PENSION FUND SCHEME A - TIER II | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
| NPS TRUST A/C-KOTAK MAHINDRA PENSION FUND SCHEME TAX SAVER TIER II | -0.10% | 1.40% | 1.90% | 7.10% | 9.60% | 8.40% |