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Chapter 2NISM 17

NPS architecture

In this chapter: Tier I and Tier II accounts · Asset classes E, C, G, A and PFM choices

~3 min readLayer 2 · NISM CertificationsFree
Foundation

NPS has two tiers. Tier I is the mandatory retirement account: locked till 60, 60% lump sum + 40% annuity at maturity. Tier II is voluntary, liquid, no tax benefit but free withdrawals. Within each tier, contributions go into four asset classes: E (Equity, max 75% under 50yr), C (Corporate Debt), G (Government Bonds), A (Alternative — REITs, AIFs).

Deep Dive

Choice mode: Active (subscriber chooses allocation) or Auto (lifecycle glide path — Conservative/Moderate/Aggressive). Active mode: equity max 75% under age 50, glides down to 50% by 60. Auto Aggressive: 75% equity max, glides to 15% by 60. Auto Moderate: 50% max equity, glides to 10%. Auto Conservative: 25% max equity, glides to 5%. PFM (Pension Fund Manager): subscriber chooses among ~7 PFMs (HDFC, ICICI, SBI, UTI, etc.). Each PFM's NAV differs slightly; performance over 5+ years matters.

Advanced

A nuance: most PFMs perform within a narrow band — alpha across PFMs is small. The bigger driver of NPS outcomes is asset allocation choice (Active mode with 75% equity for under-50 typically beats Auto Conservative). For young subscribers, the default Auto mode is often too conservative. Subscribers can change PFM and allocation once a year — exercise this thoughtfully.

Educational purposes only. The numbers, returns, and examples used in this lesson are illustrative. Past performance does not guarantee future results. Mutual fund and securities investments are subject to market risks. This lesson is not investment advice; for advice tailored to your circumstances, consult a SEBI-registered Investment Adviser. Read our full disclaimer.