February 4, 2023

Because the New Pension Scheme- one of the vital fashionable retirement planning funding vehicles- doesn’t face redemption stress, fund managers often purchase and maintain shares. The schemes’ conservative nature additionally leads the portfolios to extra large-cap shares

November 07, 2022 / 08:16 AM IST

The Nationwide Pension System (NPS) is more and more turning into a well-liked funding to plan for retirement. NPS fund managers know all too nicely subsequently significance to maintain the chance degree of the portfolio in examine. That’s one vital cause why a big chunk of NPS portfolios lie in large-cap shares. One other attribute of a NPS portfolio is that on account of its low withdrawals and lengthy lock-ins, fund managers can take a long run view on the shares. NPS-Scheme E within the Tier-1 account invests in equities which have the potential to develop in the long term. They observe a ‘purchase and maintain’ technique. Many of the shares have been current within the portfolio since its inception. Virtually 95% of the portfolio of NPS funds has comprised of the bluechip shares. Listed here are the highest 10 fashionable shares among the many 9 NPS managers (portfolio of newly launched Axis NPS has not but been accessible) within the portfolio of Scheme-E underneath Tier-1 account. Portfolio information as on September 30, 2022

Reliance Industries Number of NPS Tier-1 Scheme- E that held the stock: 9 Current value of the investment: Rs 2,852 crore Schemes (Scheme-E of Teir-1 account) that held higher allocation to the stock: Max Life Pension, SBI Pension and Aditya Birla Sun Life Pension

Reliance Industries
Variety of NPS Tier-1 Scheme- E that held the inventory: 9
Present worth of the funding: Rs 2,852 crore
Schemes (Scheme-E of Teir-1 account) that held increased allocation to the inventory: Max Life Pension, SBI Pension and Aditya Birla Solar Life Pension

ICICI Bank Number of NPS Tier-1 Scheme- E that held the stock: 9 Current value of the investment: Rs 2,832 crore Schemes (Scheme-E of Teir-1 account) that held higher allocation to the stock: Kotak Pension, ICICI Prudential Pension and UTI Pension

ICICI Financial institution
Variety of NPS Tier-1 Scheme- E that held the inventory: 9
Present worth of the funding: Rs 2,832 crore
Schemes (Scheme-E of Teir-1 account) that held increased allocation to the inventory: Kotak Pension, ICICI Prudential Pension and UTI Pension

HDFC Bank Number of NPS Tier-1 Scheme- E that held the stock: 9 Current value of the investment: Rs 2,340 crore Schemes (Scheme-E of Teir-1 account) that held higher allocation to the stock: Aditya Birla Sun Life Pension, Max Life Pension and LIC Pension

HDFC Financial institution
Variety of NPS Tier-1 Scheme- E that held the inventory: 9
Present worth of the funding: Rs 2,340 crore
Schemes (Scheme-E of Teir-1 account) that held increased allocation to the inventory: Aditya Birla Solar Life Pension, Max Life Pension and LIC Pension

Infosys Number of NPS Tier-1 Scheme- E that held the stock: 9 Current value of the investment: Rs 2,172 crore Schemes (Scheme-E of Teir-1 account) that held higher allocation to the stock: ICICI Prudential Pension, Aditya Birla Sun Life Pension and HDFC Pension

Infosys
Variety of NPS Tier-1 Scheme- E that held the inventory: 9
Present worth of the funding: Rs 2,172 crore
Schemes (Scheme-E of Teir-1 account) that held increased allocation to the inventory: ICICI Prudential Pension, Aditya Birla Solar Life Pension and HDFC Pension

Larsen & Toubro Number of NPS Tier-1 Scheme- E that held the stock: 9 Current value of the investment: Rs 1,206 crore Schemes (Scheme-E of Teir-1 account) that held higher allocation to the stock: LIC Pension, Kotak Pension and ICICI Prudential Pension

Larsen & Toubro
Variety of NPS Tier-1 Scheme- E that held the inventory: 9
Present worth of the funding: Rs 1,206 crore
Schemes (Scheme-E of Teir-1 account) that held increased allocation to the inventory: LIC Pension, Kotak Pension and ICICI Prudential Pension

State Bank Of India Number of NPS Tier-1 Scheme- E that held the stock: 9 Current value of the investment: Rs 1,227 crore Schemes (Scheme-E of Teir-1 account) that held higher allocation to the stock: ICICI Prudential Pension, UTI Pension and Kotak Pension

State Financial institution Of India
Variety of NPS Tier-1 Scheme- E that held the inventory: 9
Present worth of the funding: Rs 1,227 crore
Schemes (Scheme-E of Teir-1 account) that held increased allocation to the inventory: ICICI Prudential Pension, UTI Pension and Kotak Pension

ITC Number of NPS Tier-1 Scheme- E that held the stock: 9 Current value of the investment: Rs 1,094 crore Schemes (Scheme-E of Teir-1 account) that held higher allocation to the stock: Kotak Pension, Tata Pension and HDFC Pension

ITC
Variety of NPS Tier-1 Scheme- E that held the inventory: 9
Present worth of the funding: Rs 1,094 crore
Schemes (Scheme-E of Teir-1 account) that held increased allocation to the inventory: Kotak Pension, Tata Pension and HDFC Pension

Bharti Airtel Number of NPS Tier-1 Scheme- E that held the stock: 9 Current value of the investment: Rs 1,075 crore Schemes (Scheme-E of Teir-1 account) that held higher allocation to the stock: Tata Pension, HDFC Pension and UTI Pension

Bharti Airtel
Variety of NPS Tier-1 Scheme- E that held the inventory: 9
Present worth of the funding: Rs 1,075 crore
Schemes (Scheme-E of Teir-1 account) that held increased allocation to the inventory: Tata Pension, HDFC Pension and UTI Pension

Tata Consultancy Services Number of NPS Tier-1 Scheme- E that held the stock: 9 Current value of the investment: Rs 1,027 crore Schemes (Scheme-E of Teir-1 account) that held higher allocation to the stock: Aditya Birla Sun Life Pension, LIC Pension and Max Life Pension

Tata Consultancy Companies
Variety of NPS Tier-1 Scheme- E that held the inventory: 9
Present worth of the funding: Rs 1,027 crore
Schemes (Scheme-E of Teir-1 account) that held increased allocation to the inventory: Aditya Birla Solar Life Pension, LIC Pension and Max Life Pension

Hindustan Unilever Number of NPS Tier-1 Scheme- E that held the stock: 9 Current value of the investment: Rs 923 crore Schemes (Scheme-E of Teir-1 account) that held higher allocation to the stock: Kotak Pension, Tata Pension and Aditya Birla Sun Life Pension

Hindustan Unilever
Variety of NPS Tier-1 Scheme- E that held the inventory: 9
Present worth of the funding: Rs 923 crore
Schemes (Scheme-E of Teir-1 account) that held increased allocation to the inventory: Kotak Pension, Tata Pension and Aditya Birla Solar Life Pension

Bajaj Finance Number of NPS Tier-1 Scheme- E that held the stock: 9 Current value of the investment: Rs 707 crore Schemes (Scheme-E of Teir-1 account) that held higher allocation to the stock: Kotak Pension, Tata Pension and Max Life Pension

Bajaj Finance
Variety of NPS Tier-1 Scheme- E that held the inventory: 9
Present worth of the funding: Rs 707 crore
Schemes (Scheme-E of Teir-1 account) that held increased allocation to the inventory: Kotak Pension, Tata Pension and Max Life Pension

Mahindra and Mahindra Number of NPS Tier-1 Scheme- E that held the stock: 9 Current value of the investment: Rs 577 crore Schemes (Scheme-E of Teir-1 account) that held higher allocation to the stock: Tata Pension, Kotak Pension and HDFC Pension. Disclaimer: Moneycontrol is a part of the Network18 group. Network18 is controlled by Independent Media Trust, of which Reliance Industries is the sole beneficiary.

Mahindra and Mahindra
Variety of NPS Tier-1 Scheme- E that held the inventory: 9
Present worth of the funding: Rs 577 crore
Schemes (Scheme-E of Teir-1 account) that held increased allocation to the inventory: Tata Pension, Kotak Pension and HDFC Pension.
Disclaimer: Moneycontrol is part of the Network18 group. Network18 is managed by Impartial Media Belief, of which Reliance Industries is the only real beneficiary.

Dhuraivel Gunasekaran

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