PMS · Hybrid · Multi Asset
Pace - Sustainer
Fund size₹1 Cr
IRRSince inception14.91%
3Y return14.80%
Fund age3 yrs 4 mo
Fund Manager
Growth of₹Cr
Pace Sustainer
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Pace Sustainer—21.74%19.23%14.80%—14.91%
Nifty 500−8.38%24.94%16.10%12.98%—15.29%
Excess over benchmark—−3.20%3.13%1.82%—−0.38%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2024.
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 10.00% gross return.
FixedPlan A · Simple
Fixed Management Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upside
Fixed Management Fee1.00% / yr
Performance Fee10% of profit
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
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