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Secure
Secure

Secure

  • Pace Financial Investment Adviser Pvt Ltd
  • Debt
  • 2
    Out of 8*
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Portfolio age4 years, 10 months
1.01%
0.95%
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 31/10/2025)
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 Rank2 Out of 8
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr10.43%
Profile

Other Schemes
  • table
  • Grid
Compare
Smart Alpha
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
17 Out of 25
Fixed Fee
No Option
Scheme Return
2.46%
Benchmark Return
2.55%
Flexi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.50% or Benchmark
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
23 Out of 25
Fixed Fee
2.50%
Scheme Return
1.21%
Benchmark Return
2.55%
Secure
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.50% or Benchmark
Benchmark
Crisil Credit Index
Category
Debt
Category Rank
3 Out of 15
Fixed Fee
2.50%
Scheme Return
1.01%
Benchmark Return
0.95%
*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 Oct, 2025)
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
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

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

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Secure
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.50% or Benchmark
Benchmark
Crisil Credit Index
Category Rank
3 Out of 15
Fixed Fee
2.50%
Scheme Return
1.01%
Benchmark Return
0.95%
Maximal - Income Fund
AUM (₹ Cr)
₹32.01 Cr
Hurdle Rate
12.00%
Benchmark
Nifty Medium to Long Duration Debt Index
Category Rank
1 Out of 15
Fixed Fee
No Option
Scheme Return
2.06%
Benchmark Return
0.73%
Absolute Return Strategy
AUM (₹ Cr)
₹810.00 Cr
Hurdle Rate
8%
Benchmark
Crisil Composite Bond Fund Index
Category Rank
2 Out of 15
Fixed Fee
1.75%
Scheme Return
1.64%
Benchmark Return
0.68%
Neo Yield Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty Medium to Long Duration Debt Index
Category Rank
4 Out of 15
Fixed Fee
1% Or 1.25%
Scheme Return
0.95%
Benchmark Return
0.73%
Karvy - Excel
AUM (₹ Cr)
₹94.25 Cr
Hurdle Rate
No Option
Benchmark
Crisil Credit Index
Category Rank
5 Out of 15
Fixed Fee
1.50%
Scheme Return
0.75%
Benchmark Return
%
FIRST Conservative Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
NA
Benchmark
Crisil Composite Bond Fund Index
Category Rank
6 Out of 15
Fixed Fee
0.75%
Scheme Return
0.74%
Benchmark Return
0.68%
*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 270.63 crores. Its current offering of PMS schemes includes 2 Multi Asset and 1 Debt schemes.

AUM (₹ cr)

270.63 (As on Oct, 2025)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
Smart Alpha
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
17 Out of 25
Fixed Fee
No Option
Scheme Return
2.46%
Benchmark Return
2.55%
Flexi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.50% or Benchmark
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
23 Out of 25
Fixed Fee
2.50%
Scheme Return
1.21%
Benchmark Return
2.55%
Secure
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.50% or Benchmark
Benchmark
Crisil Credit Index
Category
Debt
Category Rank
3 Out of 15
Fixed Fee
2.50%
Scheme Return
1.01%
Benchmark Return
0.95%
*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 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.

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