Turnover Report
IA Turnover Report

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   Discretionary      Non Discretionary   
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Investment Approach Wise Turnover As on 30/06/2025

PMS Provider Name IA Name 1 month 1 Year
FORTUNE WEALTH MANAGEMENT CO INDIA P LTD Quantitative Alpha Fund 1.13 NA
NNM Securities Private Limited ALGROW 1.07 7.09
Avendus Investment Managers Private Limited Avendus Margin Of Safety 0.84 NA
Findoc Investmart Private Limited FINDOC Equity Fund 0.53 NA
Allegro Securities Pvt Ltd THE HERON 0.51 NA
Allegro Securities Pvt Ltd Diversified 0.49 2.13
Tailwind Financial Services Private Limited Tailwind Alpha Edge PMS 0.43 NA
Atlas Integrated Finance Ltd MOMENTUM 20 PMS 0.38 5.31
Allegro Securities Pvt Ltd Health Care 0.36 0.60
Molecule Ventures Limited Liability Partnership QUANT 0.35 1.89
Ohm Portfolio Equi Research Private Limited Ohm Absolute 0.31 1.12
PRP Edge Wealth Pvt Ltd Alphaa MPT Plus Fund 0.29 1.19
Allegro Securities Pvt Ltd Allegro - High Growth 0.27 0.83
Basant Maheshwari Wealth Advisers Llp BM LEGACY BUILDERS 0.27 NA
PRP Edge Wealth Pvt Ltd Alphaa Better Risk Reward 30 Stocks Portfolio 0.19 1.61
Amaltas Asset Management LLP AMALTAS KEYSTONE FUND 0.17 NA
Wallfort Pms And Advisory Services Llp Wallfort Ameya Fund 0.15 1.21
Sowilo Investment Managers LLP Sowilo Target Agressive Scheme 0.15 1.20
Ghalla Bhansali Stock Brokers Pvt Ltd WHITE TRUFFLE 0.15 1.60
Himalaya Investment Advisors LLP EverFlow Bespoke 0.15 0.90
Avendus Investment Managers Private Limited Avendus Olivo Core Equity Portfolio 0.13 0.61
Wallfort Pms And Advisory Services Llp Wallfort India Contra Equity Fund 0.13 1.41
Eureka Portfolio Management Services Pvt Ltd Multicap 0.12 1.03
Multi-Act Equity Consultancy Private Limited Sankhya India Portfolio 0.11 0.47
Nine Rivers Capital Holdings Private Limited Aurum Multiplier Portfolio 0.11 1.29
Sowilo Investment Managers LLP Sowilo Multi Cap Fund 0.11 1.29
Kunvarji Finstock Pvt. Ltd. KUNVARJI FINSTOCK PRIVATE LIMITED 0.11 1.04
Wallfort Pms And Advisory Services Llp Diversified 0.10 1.79
MARFATIA STOCK BROKING PRIVATE LIMITED ALLWEATHER 0.10 1.58
Value Prolific Investments & Consulting Private Limited ValPro Alpha (A) PMS 0.09 1.06
PRP Edge Wealth Pvt Ltd Alphaa Focused Small-Cap Portfolio 0.09 1.26
Bay Capital Investment Advisors Pvt. Ltd. Bay Capital Customized Concentrated Portfolio 0.09 NA
Val Q Investment Advisory Pvt Ltd Val-Q Mid Cap High Quality Fund 0.09 0.81
Marathontrends Advisory Pvt Ltd Mega Trends - Multicap Growth 0.09 1.34
Marathontrends Advisory Pvt Ltd Trend Following - Flexicap Growth 0.09 1.03
Nine Rivers Capital Holdings Private Limited Aurum Micro Cap Opportunities 0.09 0.19
Wallfort Pms And Advisory Services Llp Wallfort KOSH Value Fund 0.09 1.24
Asian Markets Securities Private Limited AMSEC LIFE 0.08 0.17
Axis Asset Management Company Limited Axis Core & Satellite Portfolio 0.07 0.92
PRP Edge Wealth Pvt Ltd Alphaa factor Investing Fund 0.07 1.99
Basant Maheshwari Wealth Advisers Llp BMW Multi Cap Fund 0.07 0.48
Fractal Capital Investments Llp FCI LLP Wealth Optimizer II 0.07 1.47
KB Capital Markets Pvt. Ltd. Diversified Equity Portfolio 0.06 0.42
Bay Capital Investment Advisors Pvt. Ltd. Bay Capital Quant Edge Portfolio 0.06 NA
Wallfort Pms And Advisory Services Llp Wallfort Avenue Fund 0.06 1.01
Nirmal Bang Securities Private Limited Nirmal Bang Equity Multi Cap 0.06 0.95
FORTUNE WEALTH MANAGEMENT CO INDIA P LTD MULTICAP VALUE FUND 0.06 1.55
Sundaram Alternate Assets Limited Sundaram Voyager Global Portfolio 0.06 1.19
Axis Asset Management Company Limited Axis Brand Equity Portfolio 0.05 0.99
Bellwether Capital Private Limited BELLWETHER LONG TERM GROWTH 0.05 0.46
Hanut Alternate Investments Llp Hanut Fundamental Quant 0.05 2.00
Nine Rivers Capital Holdings Private Limited Aurum Small Cap Opportunities 0.05 0.50
Nine Rivers Capital Holdings Private Limited Aurum Growth Opportunities 0.05 0.30
Valcreate Investment Managers LLP IME Concentrated Microtrends 0.05 0.27
Axis Asset Management Company Limited AXIS Emerging Stars Portfolio 0.05 1.81
Wallfort Pms And Advisory Services Llp Wallfort Focus Fund 0.05 1.32
Bay Capital Investment Advisors Pvt. Ltd. Bay Capital India First Portfolio 0.04 0.34
Bay Capital Investment Advisors Pvt. Ltd. Bay India Opportunities Portfolio 0.04 0.43
East Lane Capital Llp East Lane Long Term Growth 0.04 0.40
KB Capital Markets Pvt. Ltd. Concentrated Diversified Equity 0.04 NA
Val Q Investment Advisory Pvt Ltd Val-Q Large Cap Blue Chip Fund 0.04 0.56
Multi-Act Equity Consultancy Private Limited Moats and Special Situations Portfolio 0.04 0.45
Vallum Capital Advisors Private Limited Vallum India Discovery Strategy 0.04 0.66
Fractal Capital Investments Llp FCI LLP Opportunities 0.04 1.02
Sundaram Alternate Assets Limited S.I.T.P 0.04 1.45
Fractal Capital Investments Llp FCI LLP Wealth Builder 0.03 0.55
Impetus Arthasutra Pvt Lted Impetus Value Portfolio 0.03 0.64
Valcreate Investment Managers LLP IME Equity Bespoke 0.03 1.46
ALMONDZ FINANCIAL SERVICES LIMITED ALMONDZ AIM MULTICAP INVESTMENT APPROACH 0.03 NA
Willow Advisors Llp WILLOW LONG TERM VALUE STRATEGY 0.02 0.23
Sundaram Alternate Assets Limited VOYAGER 0.02 1.13
Savvy Capital Advisors Llp SAVVY DEFAULT 0.02 0.37
Drchoksey Finserv Private Limited DRChoksey Alpha Invest 0.02 0.33
Drchoksey Finserv Private Limited DRChoksey Focused Advantage 0.02 0.67
Nine Rivers Capital Holdings Private Limited Aurum Small Cap Plus 0.02 0.44
Molecule Ventures Limited Liability Partnership GROWTH 0.02 0.49
Valcreate Investment Managers LLP IME Digital Disruption 0.02 0.62
Himalaya Investment Advisors LLP EverFlow India Opportunities 0.02 0.29
T Ram Financial Services Private Limited BLUECHIP 0.01 0.21
THINQWISE WEALTH MANAGERS LLP THINQWISE INDIA LONG TERM FUND 0.01 0.54
Multi-Act Equity Consultancy Private Limited Emerging Corporates India Portfolio 0.01 0.23
Sundaram Alternate Assets Limited SISOP 0.01 1.09
Sundaram Alternate Assets Limited S.E.L.F 0.01 0.82
Valtrust Partners Llp Valtrust Momentum 0.01 1.71
Trustline Holdings Pvt Ltd Intrinsic Series 0.01 0.21
Valcreate Investment Managers LLP Valcreate Growing India 0.01 0.27
Bay Capital Investment Advisors Pvt. Ltd. STRUCTURED PRODUCT SERIES IX 0.00 0.00
Bay Capital Investment Advisors Pvt. Ltd. STRUCTERED PRODUCT SERIES VIII 0.00 0.00
Bay Capital Investment Advisors Pvt. Ltd. STRUCTURED PRODUCT SERIES I 0.00 0.00
Value Prolific Investments & Consulting Private Limited ValPro Balanced (B) PMS 0.00 1.48
Value Prolific Investments & Consulting Private Limited ValPro Conserve (C) PMS 0.00 0.25
Ohm Portfolio Equi Research Private Limited Ohm Growth 0.00 0.19
Allegro Securities Pvt Ltd Bluechip Equity FOF 0.00 0.29
Allegro Securities Pvt Ltd Mid Cap Equity FOF 0.00 0.93
PRP Edge Wealth Pvt Ltd AlphaaMoney Equity+ Portfolio 0.00 0.04
Marathontrends Advisory Pvt Ltd Trend Following -Large Cap 0.00 NA
Compound Everyday Capital Management Llp Long Term Focused Value 0.00 0.43
Multi-Act Equity Consultancy Private Limited Mid & Small cap & Special Situations Portfolio 0.00 0.32
Sundaram Alternate Assets Limited RISING STAR 0.00 0.79
Sundaram Alternate Assets Limited QUANT 0.00 0.93
Sundaram Alternate Assets Limited ALPHA 0.00 0.24
Sundaram Alternate Assets Limited SUNIOP 0.00 0.12
Drchoksey Finserv Private Limited DRChoksey Diversified Equity Fund 0.00 0.36
Drchoksey Finserv Private Limited DRChoksey Select Multiplier 0.00 0.41
Valtrust Partners Llp Valtrust Equity Funds 0.00 0.10
Valtrust Partners Llp Valtrust Equity Hybrid Funds 0.00 0.24
Atlas Integrated Finance Ltd MULTICAP 0.00 1.33
Atlas Integrated Finance Ltd MIDCAP 0.00 1.09
Atlas Integrated Finance Ltd EQUITY DEBT HYBRID 0.00 0.03
Valcreate Investment Managers LLP Valcreate Lifesciences & speciality opportunities 0.00 0.45
Valcreate Investment Managers LLP Vacreate Bespoke strategy 0.00 0.99
Valcreate Investment Managers LLP IME Bespoke Wealth 0.00 0.08
Elite Wealth Limited Approach 1 Elite Opportunity 0.00 0.83
Elite Wealth Limited Approach 2 Elite Value 0.00 0.10
Ghalla Bhansali Stock Brokers Pvt Ltd ACTIVE 0.00 0.43
Ghalla Bhansali Stock Brokers Pvt Ltd ALPHA STAR 0.00 0.45
Ghalla Bhansali Stock Brokers Pvt Ltd DISCOVERY 0.00 0.42
Ghalla Bhansali Stock Brokers Pvt Ltd FOCUSSED MULTICAP 0.00 0.26
Ghalla Bhansali Stock Brokers Pvt Ltd GROWTH 0.00 0.35
Ghalla Bhansali Stock Brokers Pvt Ltd HIGH RISER 0.00 0.35
Ghalla Bhansali Stock Brokers Pvt Ltd IMPERIAL INDIA FOCUSED EQUITY 0.00 0.56
Ghalla Bhansali Stock Brokers Pvt Ltd JEWEL 0.00 0.68
Ghalla Bhansali Stock Brokers Pvt Ltd KINETIC 0.00 1.17
Ghalla Bhansali Stock Brokers Pvt Ltd PREMIER 0.00 0.46
Ghalla Bhansali Stock Brokers Pvt Ltd QUANTFIN GROWTH 0.00 0.00
Ghalla Bhansali Stock Brokers Pvt Ltd RAW PEARL 0.00 0.40
Ghalla Bhansali Stock Brokers Pvt Ltd UNIQUE 0.00 0.42
Ghalla Bhansali Stock Brokers Pvt Ltd LEAPFROG 0.00 0.28
Ghalla Bhansali Stock Brokers Pvt Ltd MAJESTIC 0.00 0.26
Ghalla Bhansali Stock Brokers Pvt Ltd NUCLEUS 0.00 0.65
Ghalla Bhansali Stock Brokers Pvt Ltd OPULENCE 0.00 NA
ESCORP ASSET MANAGEMENT LIMITED ESCORP ASSET MANAGEMENT LTD 0.00 0.50