The investment objective of Pace Tresor Prive 1 is to consistently outperform the market, generate a healthy alpha in a portfolio, which is completely customized to the most exacting requirements of the discerning investor.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|
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 Smart Alpha | Multi Asset | Mr. Amit Goel | 31 July 2024 | 2Y 0M | NSE Multi Asset Index 1 | 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 | 9.01% | 8.93% | 73.91% | 17.94% | 0.32 | 5.30% | 1.78 | 12.54% | 1.28 | 56.52 % |
| Nifty 500 | 5.69% | 8.03% | 13.72% | 0.29 | 11.47% | 1.09 | 56.52 % | |||
| Nifty Midcap 100 | -1.61% | 7.2% | 5.59% | 0.25 | 6.93% | 0.52 | 47.83 % | |||
| Nifty Smallcap 100 | 4.99% | 6.66% | 11.65% | 0.18 | 12.31% | 0.72 | 60.87 % | |||
| BSE 500 | 6.13% | 8.06% | 14.19% | 0.29 | 12.03% | 1.16 | 56.52 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 30th Jun 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 May 26.
