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Secure
Secure

Secure

  • Pace Financial Investment Adviser Pvt Ltd
  • Debt
  • 2
    Out of 4*
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PMS Bazaar
Portfolio age5 years, 6 months
0.47%
0.55%
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 31/07/2026)
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

Amit Goel
  • Manager Rank3 Out of 8
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr22.02%
Profile

Other Schemes
  • table
  • Grid
Compare
Smart Alpha
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.50% or Benchmark
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
19 Out of 45
Fixed Fee
2.50%
Scheme Return
1.15%
Benchmark Return
1.67%
Flexi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.50% or Benchmark
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
33 Out of 45
Fixed Fee
2.50%
Scheme Return
0.61%
Benchmark Return
1.67%
Secure
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.50% or Benchmark
Benchmark
Crisil Credit Index
Category
Debt
Category Rank
20 Out of 23
Fixed Fee
2.50%
Scheme Return
0.47%
Benchmark Return
0.55%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Jul, 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
i
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

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PEER ANALYSIS

  • table
  • Grid
Compare
Secure
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.50% or Benchmark
Benchmark
Crisil Credit Index
Category Rank
20 Out of 23
Fixed Fee
2.50%
Scheme Return
0.47%
Benchmark Return
0.55%
Omni Super Debt
AUM (₹ Cr)
₹0.03 Cr
Hurdle Rate
5.00%
Benchmark
Nifty Medium to Long Duration Debt Index
Category Rank
1 Out of 23
Fixed Fee
1.25%
Scheme Return
2.38%
Benchmark Return
-0.16%
Maximal - Income Fund
AUM (₹ Cr)
₹49.80 Cr
Hurdle Rate
12.00%
Benchmark
Nifty Medium to Long Duration Debt Index
Category Rank
2 Out of 23
Fixed Fee
No Option
Scheme Return
2.22%
Benchmark Return
-0.16%
Karvy - Excel
AUM (₹ Cr)
₹67.62 Cr
Hurdle Rate
No Option
Benchmark
Crisil Credit Index
Category Rank
3 Out of 23
Fixed Fee
1.50%
Scheme Return
1.61%
Benchmark Return
%
Karvy - Demeter
AUM (₹ Cr)
₹61.33 Cr
Hurdle Rate
No Option
Benchmark
Crisil Credit Index
Category Rank
4 Out of 23
Fixed Fee
1.50%
Scheme Return
1.6%
Benchmark Return
%
Absolute Return Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Crisil Composite Bond Fund Index
Category Rank
5 Out of 23
Fixed Fee
1.75%
Scheme Return
1.38%
Benchmark Return
0.07%
*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 322.56 crores. Its current offering of PMS schemes includes 3 Multi Asset and 1 Debt schemes.

AUM (₹ cr)

322.56 (As on Jun, 2026)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Smart Alpha
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.50% or Benchmark
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
19 Out of 45
Fixed Fee
2.50%
Scheme Return
1.15%
Benchmark Return
1.67%
Tresor Vardyni Strategic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.50% or Benchmark
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
22 Out of 45
Fixed Fee
2.50%
Scheme Return
1.09%
Benchmark Return
1.67%
Flexi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.50% or Benchmark
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
33 Out of 45
Fixed Fee
2.50%
Scheme Return
0.61%
Benchmark Return
1.67%
Secure
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.50% or Benchmark
Benchmark
Crisil Credit Index
Category
Debt
Category Rank
20 Out of 23
Fixed Fee
2.50%
Scheme Return
0.47%
Benchmark Return
0.55%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

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.

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