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) |
|---|
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 6M | 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 | 10.66% | 1.17% | 81.54% | 11.83% | 0.03 | 1.70% | 1.95 | -1.25% | -0.09 | 53.85 % |
| Nifty 500 | 7.43% | 0.17% | 7.60% | 0.03 | -4.39% | -0.30 | 47.69 % | |||
| Nifty Midcap 100 | 0.39% | -0.92% | -0.53% | 0.02 | -12.97% | -0.73 | 38.46 % | |||
| Nifty Smallcap 100 | 6.99% | -1.45% | 5.54% | 0.01 | -9.45% | -0.44 | 44.62 % | |||
| BSE 500 | 7.88% | 0.2% | 8.08% | 0.03 | -4.02% | -0.28 | 47.69 % | |||
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.
