What is the hurdle rate of Smart Alpha?

The hurdle rate of Smart Alpha is 7.50% or Benchmark.

What is the fixed fee charged in Smart Alpha ?

The fixed fee charged in Smart Alpha is 2.50%.

What is the variable fee charged in Smart Alpha ?

The variable fee charged in Smart Alpha is 1.00%.

What is the profit sharing in Smart Alpha ?

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

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.

Smart Alpha

Pace Financial Investment Adviser Pvt Ltd
Multi Asset

11
Out of 31*
Compare
Share

Portfolio age2 years

1.15%

1.67%

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 Rank Out of 20
i
Rank is based on 3-year return
Schemes Managed3
Total AUMUndisclosed
Highest Return In 1 Yr22.02%

Profile

Other Schemes

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

table
Grid

Compare

Smart Alpha

AUM (₹ Cr)

UNDISC.

Hurdle Rate

7.50% or Benchmark

Benchmark

NSE Multi Asset Index 1

FUND SUMMARY

AUM (₹ Cr)

UNDISC.

(As on Jul, 2026)

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

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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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.