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) |
|---|
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
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 | 1Y 8M | 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 | 8.69% | 8.91% | 71.43% | 17.60% | 0.40 | 6.63% | 1.34 | 12.95% | 1.37 | 57.14 % |
| Nifty 500 | 7.87% | 8.48% | 16.35% | 0.38 | 14.38% | 1.52 | 57.14 % | |||
| Nifty Midcap 100 | 0.98% | 7.72% | 8.70% | 0.34 | 12.03% | 1.07 | 52.38 % | |||
| Nifty Smallcap 100 | 10.47% | 7.62% | 18.09% | 0.27 | 19.41% | 1.41 | 61.90 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 31st March 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.
