The investment objective of Pace Tresor Secure is to outperform traditional fixed income portfolios by adding precious metals to achieve consistent returns with moderate volatility.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 11.44% | 0.06 | 1.93% | 80.95% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Pace Financial Investment Adviser Pvt Ltd Tresor Secure | 0.79% | 1.67% | 3.36% | 7.39% | 9.24% | 11.23% | 10.16% | - | 9.62% |
| Crisil Credit Index | 0.70% | 2.02% | 4.02% | 8.96% | 10.12% | 10.16% | 8.18% | - | 7.35% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Pace Financial Investment Adviser Pvt Ltd Tresor Secure | Debt | Mr. Amit Goel | 27 January 2021 | 5Y 3M | 131.78 | Crisil Credit Index | 9.62% | - | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 12.79% | -0.1% | 80.95% | 12.69% | 0.06 | 1.93% | 2.06 | -0.39% | -0.03 | 53.97 % |
| Nifty 500 | 11.54% | -0.1% | 11.44% | 0.06 | -2.61% | -0.18 | 47.62 % | |||
| Nifty Midcap 100 | 3.88% | -0.09% | 3.79% | 0.05 | -10.38% | -0.61 | 39.68 % | |||
| Nifty Smallcap 100 | 13.28% | -0.1% | 13.18% | 0.03 | -6.01% | -0.29 | 46.03 % | |||
| BSE 500 | 11.90% | -0.1% | 11.80% | 0.06 | -2.30% | -0.16 | 47.62 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30th April 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 26.
