Secure

Pace Financial Investment Adviser Pvt Ltd
Debt

Out of *
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Share

Portfolio age5 years, 3 months

1.08%

1.23%

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

TRAILING PERFORMANCE

(As on 28/02/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

Allocation by Market Cap

Undisclosed

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

No data found

FUND SUMMARY

AUM (₹ Cr)

UNDISC.

(As on Feb, 2026)

Inception Date

Jan 27, 2021

Min. Investment

₹50 Lacs

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is 2.00% if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE 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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INVESTMENT PHILOSOPHY

Objective

Outperform traditional fixed income portfolios by adding precious metals to achieve consistent returns with moderate volatility.

Investment Approach

Composition of Fixed Income and Precious Metals

Calculators

Income Tax Calculator

Lum-Sum Calculator

Dividend Yield Calculator

Latte Factor Calculator

BT Tv

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3:38PM Modi’s Stern Order: Cabinet Ministers Reduce Security As West Asia War Hits Economy

"Defense, Trade & Security": MEA Secy Sibi George on PM Modi's High-Stakes Italy & Europe Visit

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PEER ANALYSIS

1m 3m 6m 1y 3y 5y

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Absolute Return Strategy

AUM (₹ Cr)

₹427.00 Cr

Hurdle Rate

Benchmark

Crisil Composite Bond Fund Index

Category Rank

1 Out of 21

Fixed Fee

1.75%

Scheme Return

3.67%

Benchmark Return

-1.34%

GSC Smart Treasury Strategy

AUM (₹ Cr)

UNDISC.

Hurdle Rate

12% or NIFTY 50 TRI

Benchmark

Crisil Composite Bond Fund Index

Category Rank

2 Out of 21

Fixed Fee

No Option

Scheme Return

3.58%

Benchmark Return

0.87%

Maximal - Income Fund

AUM (₹ Cr)

₹41.94 Cr

Hurdle Rate

12.00%

Benchmark

Nifty Medium to Long Duration Debt Index

Category Rank

3 Out of 21

Fixed Fee

No Option

Scheme Return

3.36%

Benchmark Return

-1.36%

Income Builder Series C

AUM (₹ Cr)

₹NaN Cr

Hurdle Rate

No Option

Benchmark

Crisil Credit Index

Category Rank

4 Out of 21

Fixed Fee

1.75%

Scheme Return

1.84%

Benchmark Return

0.08%

Income Builder Portfolio

AUM (₹ Cr)

UNDISC.

Hurdle Rate

No Option

Benchmark

Crisil Composite Bond Fund Index

Category Rank

5 Out of 21

Fixed Fee

0.75%

Scheme Return

1.32%

Benchmark Return

-1.34%

FIRST Aggressive Strategy

AUM (₹ Cr)

UNDISC.

Hurdle Rate

Benchmark

Crisil Composite Bond Fund Index

Category Rank

6 Out of 21

Fixed Fee

1.50%

Scheme Return

1.2%

Benchmark Return

-1.34%

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Pace Financial Investment Adviser Pvt Ltd

Pace Financial Investment Adviser Pvt Ltd manages assets worth Rs 271.53 crores. Its current offering of PMS schemes includes 2 Multi Asset schemes.

AUM (₹ cr)

271.53 (As on Mar, 2026)

Number of Schemes

Schemes From This AMC

1m 3m 6m 1y 3y 5y

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Flexi

AUM (₹ Cr)

UNDISC.

Hurdle Rate

7.50% or Benchmark

Benchmark

NSE Multi Asset Index 1

FAQs

What is the hurdle rate of Secure?

The hurdle rate of Secure is 7.50% or Benchmark.

What is the fixed fee charged in Secure ?

The fixed fee charged in Secure is 2.50%.

What is the variable fee charged in Secure ?

The variable fee charged in Secure is 1.00%.

What is the profit sharing in Secure ?

The profit sharing in Secure is 15% Profit Sharing above 7.50% Hurdle or Benchmark.

What is the minimum investment in Secure ?

The minimum investment in Secure is ₹50 Lacs

What type of scheme is Secure?

Secure is an Debt scheme. It falls in the Debt category.

What is the inception date of Secure?

The inception date of Secure is Jan 27, 2021.

What is the exit load of Secure?

Exit load is 2.00% if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.