AIF · Equity · Multi Asset
Pace 360 Investment Trust
Fund size₹12 Cr
IRRSince inception11.31%
1Y return11.70%
Fund age16 mo
Fund Manager
Growth of₹Cr
Pace 360 Investment Trust
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Pace 360 Investment Trust—11.70%———11.31%
Nifty 500−9.50%9.51%———13.39%
Excess over benchmark—2.19%———−2.08%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 30 Nov 2023.
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 17.50% gross return.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upside
Fixed Management Fee1.00% / yr
Performance Fee15% of profit
Hurdle RateAbove 8%
Lock-in: Nil.
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