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) |
|---|
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 Tresor Secure | Debt | Mr. Amit Goel | 27 January 2021 | 5Y 0M | Crisil Credit Index | 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 | -0.36% | -1.67% | 81.67% | -2.03% | 0.05 | 1.78% | 2.71 | -4.33% | -0.34 | 51.67 % |
| Nifty 500 | 3.46% | -1.67% | 1.79% | 0.05 | -6.60% | -0.49 | 45.00 % | |||
| Nifty Midcap 100 | 4.41% | -1.68% | 2.73% | 0.03 | -14.29% | -0.86 | 38.33 % | |||
| Nifty Smallcap 100 | 15.77% | -1.67% | 14.10% | 0.02 | -10.35% | -0.51 | 43.33 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 31st Jan 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 Dec 25.
