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Flexi
Flexi

Flexi

  • Pace Financial Investment Adviser Pvt Ltd
  • MULTI ASSET
  • 4
    Out of 10*
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Portfolio age4 years, 4 months
12.23%
3.86%
Hurdle Rate**7.50% or Benchmark
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/03/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Amit Goel
  • Manager Rank4 Out of 10
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr15.13%
Profile

Other Schemes
  • table
  • Grid
Compare
Flexi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.50% or Benchmark
Benchmark
NSE Multi Asset Index 1
Category
MULTI ASSET
Category Rank
1 Out of 20
Fixed Fee
2.50%
Scheme Return
12.23%
Benchmark Return
3.86%
Smart Alpha
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
MULTI ASSET
Category Rank
10 Out of 20
Fixed Fee
No Option
Scheme Return
6%
Benchmark Return
3.86%
Secure
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.50% or Benchmark
Benchmark
Crisil Credit Index
Category
DEBT
Category Rank
2 Out of 16
Fixed Fee
2.50%
Scheme Return
1.59%
Benchmark Return
1.17%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Mar, 2025)
Inception Date
Dec 19, 2020
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is No Option if redeemed in 0-1 year, No Option if redeemed in > 1-2 years, No Option if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.00%
Hurdle Rate
7.50% or Benchmark
Profit Sharing
15% Profit Sharing above 7.50% Hurdle or Benchmark
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bt_logoINVESTMENT PHILOSOPHY

Objective

Achieve high returns in a dynamic environment through deftness and complete flexibility in asset allocation.

Investment Approach

Composition of Fixed Income, Equity & Equity equivalents, Global Equity, Precious metals

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Flexi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.50% or Benchmark
Benchmark
NSE Multi Asset Index 1
Category Rank
1 Out of 20
Fixed Fee
2.50%
Scheme Return
12.23%
Benchmark Return
3.86%
UpperCrust Growth Fund
AUM (₹ Cr)
₹35.58 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category Rank
2 Out of 20
Fixed Fee
2.75%
Scheme Return
10.04%
Benchmark Return
3.86%
MULTI ASSET
AUM (₹ Cr)
₹36.17 Cr
Hurdle Rate
10%
Benchmark
NSE Multi Asset Index 2
Category Rank
3 Out of 20
Fixed Fee
2.50%
Scheme Return
7.18%
Benchmark Return
3.86%
Narnolia - Multi Asset Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 20
Fixed Fee
2.50%
Scheme Return
7.15%
Benchmark Return
6.31%
Right Horizons - All Seasons
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category Rank
5 Out of 20
Fixed Fee
2.50%
Scheme Return
6.77%
Benchmark Return
3.95%
Multi Asset Dynamic Portfolio Alpha
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10% or 10%
Benchmark
NSE Multi Asset Index 1
Category Rank
6 Out of 20
Fixed Fee
2.50%
Scheme Return
6.73%
Benchmark Return
3.86%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Pace Financial Investment Adviser Pvt Ltd
Pace Financial Investment Adviser Pvt Ltd manages assets worth Rs 1151.68 crores. Its current offering of PMS schemes includes 3 Multi Asset and 1 Debt schemes.

AUM (₹ cr)

1,151.68 (As on Mar, 2025)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Flexi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.50% or Benchmark
Benchmark
NSE Multi Asset Index 1
Category
MULTI ASSET
Category Rank
1 Out of 20
Fixed Fee
2.50%
Scheme Return
12.23%
Benchmark Return
3.86%
Smart Alpha
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
MULTI ASSET
Category Rank
10 Out of 20
Fixed Fee
No Option
Scheme Return
6%
Benchmark Return
3.86%
Secure
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.50% or Benchmark
Benchmark
Crisil Credit Index
Category
DEBT
Category Rank
2 Out of 16
Fixed Fee
2.50%
Scheme Return
1.59%
Benchmark Return
1.17%
Tresor SKG
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
MULTI ASSET
Category Rank
20 Out of 20
Fixed Fee
No Option
Scheme Return
-7.56%
Benchmark Return
3.86%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Flexi?
The hurdle rate of Flexi is 7.50% or Benchmark.
What is the fixed fee charged in Flexi ?
The fixed fee charged in Flexi is 2.50%.
What is the variable fee charged in Flexi ?
The variable fee charged in Flexi is 1.00%.
What is the profit sharing in Flexi ?
The profit sharing in Flexi is 15% Profit Sharing above 7.50% Hurdle or Benchmark.
What is the minimum investment in Flexi ?
The minimum investment in Flexi is ₹50 Lacs
What type of scheme is Flexi?
Flexi is an Multiasset scheme. It falls in the MULTI ASSET category.
What is the inception date of Flexi?
The inception date of Flexi is Dec 19, 2020.
What is the exit load of Flexi?
Exit load is No Option if redeemed in 0-1 year, No Option if redeemed in > 1-2 years, No Option if redeemed in > 2-3 years, 0% thereafter.

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