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Smart Alpha
Smart Alpha

Smart Alpha

  • Pace Financial Investment Adviser Pvt Ltd
  • Multi Asset
  • 12
    Out of 20*
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Portfolio age1 year, 4 months
2.46%
2.55%
Hurdle Rate**0.00%
Fixed feeNo Option
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 Rank Out of 13
    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
Jul 31, 2024
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is Nil 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
No Option
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

The primary objective of the Tresor Smart Alpha strategy is to generate enhanced risk-adjusted alpha by tactically investing in a curated basket of quality-centric Sector and Thematic Equity ETFs. By doing so, the strategy seeks to capture outperformance from transformative themes and undervalued sectors while maintaining a lower beta to protect against market volatility. The approach emphasizes delivering consistent returns across diverse market conditions by balancing the pursuit of alpha with prudent risk management.

Investment Approach

The Tresor Smart Alpha strategy by Pace 360 adopts a long-term, dynamic asset allocation approach focused on delivering superior risk-adjusted returns by investing in majorly high-quality Equity ETFs. Leveraging Pace 360’s proprietary macro top-down expertise established over three decades, this strategy identifies overlooked and undervalued opportunities within the Indian economy, particularly those with high profitability, low leverage, and consistent cash flows.

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
Smart Alpha
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category Rank
17 Out of 25
Fixed Fee
No Option
Scheme Return
2.46%
Benchmark Return
2.55%
Smartblend ETF
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 25
Fixed Fee
1.00%
Scheme Return
5.91%
Benchmark Return
4.62%
PlusWealth Fusion
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category Rank
2 Out of 25
Fixed Fee
2.00%
Scheme Return
4.29%
Benchmark Return
1.52%
Smart Market Plan
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 25
Fixed Fee
1.50%
Scheme Return
4.21%
Benchmark Return
4.62%
Right Horizons - All Seasons
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category Rank
4 Out of 25
Fixed Fee
2.50%
Scheme Return
4.14%
Benchmark Return
2.58%
Prabhudas Lilladher - Multi Asset Dynamic Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10% or 8%
Benchmark
NSE Multi Asset Index 1
Category Rank
5 Out of 25
Fixed Fee
2.25%
Scheme Return
3.99%
Benchmark Return
-2.55%
*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 Smart Alpha?
There is no option for Hurdle rate.
What is the fixed fee charged in Smart Alpha ?
The fixed fee charged in Smart Alpha is No Option.
What is the variable fee charged in Smart Alpha ?
There is no option for Variable fee.
What is the profit sharing in Smart Alpha ?
There is no option for Profit sharing.
What is the minimum investment in Smart Alpha ?
The minimum investment in Smart Alpha is ₹50 Lacs
What type of scheme is Smart Alpha?
Smart Alpha is an Multiasset scheme. It falls in the Multi Asset category.
What is the inception date of Smart Alpha?
The inception date of Smart Alpha is Jul 31, 2024.
What is the exit load of Smart Alpha?
Exit load is Nil 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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