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PMS
·
Debt
·
Debt
Pace - Secure
Fund size
₹158 Cr
Alpha (3Y)
2.78%
3Y return
10.62%
Fund age
5 yrs 7 mo
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Fund Manager
Amit Goel
CIO, Pace Financial
Amit Goel Co-founded Pace Group in 1995, and has led the group for over 25 years. Under his watch Pace group has grown from a fledgling NSE Broker in 1995 to a financial powerhouse that today has a pan-Indian presence, with customers in 35 countries. Pace has been nominated numerous times as one of the best Investment Advisors in India by ICRA & CNBC. He has appeared as an expert speaker on global markets on Indian Business Channels such as CNBC, ZEE Business, and ET Now. Over the last two and a half decades, he has managed/advised on proprietary and client investments and has traded across all financial asset classes and across a spectrum of Developed and Emerging Markets. He practices a unique investment philosophy amalgamating insights from the diverse streams of economics, finance, technical analysis, behavioral science, global politics, and the physical sciences to arrive at the most viable asset allocations and has had unprecedented success in consistently beating the markets over last two decades. Amit holds a Masters in Business Administration in Finance from the Faculty of Management Studies in Delhi.
Managing AUM
₹348 Cr
Growth of
₹
Cr
Pace Secure
Since Inception
5Y
3Y
1Y
Returns: How it has done
Trailing returns
Calendar year
Rolling return
Scheme / Benchmark
YTD
1Y
2Y
3Y
5Y
Since inception
Pace Secure
4.53%
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 benchmark
5.55%
−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.
Fixed
Plan A · Simple
Fixed Management Fee
2.50% / yr
Performance Fee
None
Hurdle Rate
Not applicable
Hybrid
Plan B · Simple
Fixed Management Fee
1.00% / yr
Performance Fee
None
Hurdle Rate
Not applicable
Performance
Plan C · Performance Linked
Fixed Management Fee
None
Performance Fee
15% of profit
Hurdle Rate
Above 8%
Hybrid
Plan D · Simple
Fixed Management Fee
1.00% / yr
Performance Fee
None
Hurdle Rate
Not applicable
Performance
Plan E · Performance Linked
Fixed Management Fee
None
Performance Fee
15% of profit
Hurdle Rate
Not applicable
i
Exit load 2.00% within 1 year, nil after 2 years. Lock-in: Nil.
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