The investment objective of Pace Tresor Flexi is to achieve high returns in a dynamic environment through deftness and complete flexibility in asset allocation.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 24.85% | 0.51 | 12.68% | 70.31% |
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 Flexi | 4.21% | -0.50% | 9.79% | 22.78% | 12.79% | 16.52% | 16.30% | - | 15.09% |
| NSE Multi Asset Index 1 | 5.65% | - | -0.29% | 7.33% | 7.36% | 12.34% | 11.16% | - | 11.40% |
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 Flexi | Multi Asset | Mr. Amit Goel | 19 December 2020 | 5Y 5M | 111.77 | NSE Multi Asset Index 1 | 15.09% | - | 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 | 8.69% | 17.41% | 70.31% | 26.10% | 0.53 | 12.68% | 1.37 | 5.20% | 0.40 | 50.00 % |
| Nifty 500 | 7.87% | 16.98% | 24.85% | 0.51 | 2.90% | 0.22 | 53.13 % | |||
| Nifty Midcap 100 | 0.98% | 16.21% | 17.19% | 0.42 | -5.21% | -0.34 | 46.88 % | |||
| Nifty Smallcap 100 | 10.47% | 16.12% | 26.59% | 0.37 | -1.11% | -0.06 | 48.44 % | |||
| BSE 500 | 8.21% | 17% | 25.21% | 0.52 | 3.18% | 0.24 | 53.13 % | |||
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.
