PMS · Debt · Debt
Pace - Secure
Fund size₹158 Cr
Alpha (3Y)2.78%
3Y return10.62%
Fund age5 yrs 7 mo
Fund Manager
Growth of₹Cr
Pace Secure
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Pace Secure4.53%7.86%8.42%10.62%10.19%9.46%
Nifty 500−1.02%9.56%10.18%9.76%9.08%7.55%
Excess over benchmark5.55%−1.70%−1.76%0.86%1.11%1.91%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
3.43%
Benchmark approx 1.09%
A standard deviation reflecting historical swings.
Sensitivity
0.63
Beta vs benchmark 1.00 · 37% less reactive
How strongly the scheme moves with the index.
Risk-reward
1.53
Sharpe
Excess return gained per unit of volatility.
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.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
HybridPlan B · Simple
Fixed Management Fee1.00% / yr
Performance FeeNone
Hurdle RateNot applicable
PerformancePlan C · Performance Linked
Fixed Management FeeNone
Performance Fee15% of profit
Hurdle RateAbove 8%
HybridPlan D · Simple
Fixed Management Fee1.00% / yr
Performance FeeNone
Hurdle RateNot applicable
PerformancePlan E · Performance Linked
Fixed Management FeeNone
Performance Fee15% of profit
Hurdle RateNot applicable
Exit load 2.00% within 1 year, nil after 2 years. Lock-in: Nil.
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