Smart Alpha

Pace Financial Investment Adviser Pvt Ltd
PMS Multi Asset
Benchmark
NSE Multi Asset Index 1
Inception Date
31 July 2024
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

The Tresor Smart Alpha strategy, managed by Pace 360, employs a long-term, adaptable asset allocation methodology. This approach prioritizes investment in predominantly high-quality Equity Exchange Traded Funds (ETFs) with the objective of achieving enhanced risk-adjusted returns. Drawing upon Pace 360's established expertise in macro top-down analysis, developed over a thirty-year period, the strategy aims to identify undervalued and less-recognized investment prospects within the Indian economic landscape. Emphasis is placed on companies exhibiting strong profitability, minimal debt, and sustained cash flow generation.

Investment Objective

The Tresor Smart Alpha strategy is designed to achieve superior risk-adjusted returns through the strategic allocation to a select portfolio of Exchange Traded Funds (ETFs) focused on quality-driven sectors and themes. This investment methodology aims to capitalize on the growth potential of significant market trends and identify undervalued industry segments, whilst simultaneously mitigating downside risk by maintaining a subdued beta relative to the broader market. The strategy prioritizes the delivery of stable performance across varied economic environments by integrating the generation of alpha with rigorous risk oversight.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 1.54% 0.10% 1.44%
3 MONTHS 5.09% 3.45% 1.64%
6 MONTHS 7.34% 3.54% 3.80%
1 YEAR 9.05% 9.54% -0.49%
SINCE INCEPTION 9.52% 5.94% 3.58%

Calendar Year Performance

Year Return
CY 2025 9.05%

Financial Year Performance

Year Return
FY 26_YTD 14.53%
FY 25_YTD 18.69%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Amit Goel

Fund Manager

Mr. Amit Goel is a co-founder of Pace Group, established in 1995, and has been instrumental in its leadership for over two and a half decades. During his tenure, Pace Group has transformed from its origins as a nascent NSE broker into a prominent financial services entity with an extensive nationwide footprint and a client base spanning 35 countries. The firm has received multiple accolades, including nominations for Best Investment Advisors in India by ICRA and CNBC. Mr. Goel is a recognized authority on global markets, having been invited as an expert speaker on leading Indian business television channels such as CNBC, ZEE Business, and ET Now. Throughout his career, Mr. Goel has overseen and advised on both proprietary and client investment portfolios. His trading experience encompasses all major financial asset classes and a diverse range of developed and emerging market economies. He employs a distinct investment methodology that integrates principles from economics, finance, technical analysis, behavioral science, global geopolitics, and physical sciences. This multidisciplinary approach facilitates the formulation of optimal asset allocations, resulting in a consistent record of outperforming market benchmarks over the past two decades. Mr. Goel holds a Master of Business Administration in Finance from the Faculty of Management Studies, Delhi.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
1 Yrs, 5 Months
sip
Not Available
stp
Not Available

Fee Structure

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: No Option

Exit Load

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)