Turnover Report
IA Turnover Report

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   Discretionary      Non Discretionary   
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Investment Approach Wise Turnover As on 31/01/2025

PMS Provider Name IA Name 1 month 1 Year
Globe Capital Market Ltd Value Driven Approach 263.10 3749.47
Globe Capital Market Ltd Globe Arbitrage/Special Situation 86.84 914.73
Turtle Wealth Management Pvt. Ltd. Wealth Mantra Fund 60.78 25.77
Turtle Wealth Management Pvt. Ltd. Growth Mantra Fund 14.53 14.50
SMIFS LIMITED HARVEST 2.86 21.61
Turtle Wealth Management Pvt. Ltd. Profit Mantra 2.81 4.78
SMIFS LIMITED ALPHA HARVESTERS 1.89 17.23
Kotak Mahindra Asset Management Company Ltd Kotak India Focus Portfolio Investment Approach Customised Erstwhile Kotak SSV Customised 1.81 0.03
ARTHALPHA LLP ArthAlpha Machine Learning (Equity) Quant 1.36 NA
Waterfield Financial And Investment Advisors Private Limited MULTI FACTOR PORTFOLIO - LARGE and MID CAP ALLOCATOR 1.17 NA
Capitalmind Financial Services Private Limited Capitalmind Resilient 1.14 2.30
SMIFS LIMITED EVERGREEN 1.10 9.99
Green Portfolio Private Limited GREEN PORTFOLIO SUPER 30 DYNAMIC FUND 0.98 2.08
ICICI Prudential Asset Management Company Ltd ICICI Prudential PMS Enterprising India Strategy Series II 0.97 0.92
Profit Bloom Private Limited Profit Bloom Quant Alpha 0.94 1.84
Dezerv Investments Private Limited dezerv. Momentum Strategy 0.93 NA
Kotak Mahindra Asset Management Company Ltd Kotak Small and Midcap Equity Investment Approach 0.84 0.12
White Oak Capital Management Consultants LLP WHITE OAK INDIA EQUITY PORTFOLIO (FPI) 0.83 0.84
Axis Securities Ltd AXIS SECURITIES PURE LIQUID G 0.79 5.74
Hedge Equities Ltd Financial Freedom 0.78 1.73
Kotak Mahindra Asset Management Company Ltd Kotak India Focus Portfolio Investment Approach Series I Erstwhile Kotak SSV Series I 0.77 0.06
Kotak Mahindra Asset Management Company Ltd Kotak India Focus Portfolio Investment Approach Series II Erstwhile Kotak SSV Series II 0.75 0.05
QED Capital Advisors LLP CORE EQUITY 0.75 2.11
Motilal Oswal Asset Management Company Limited - Portfolio Managers Motilal Oswal Large Cap Momentum Strategy 0.73 1.93
Shree Rama Managers Llp Shree Vriddhi 0.73 3.12
True Beacon Investment Advisors Llp EquityFactorQuant 0.72 3.53
Electrum Portfolio Managers Pvt Limited Electrum S.C.A.L.E. 0.72 NA
Aequitas Investment Consultancy Private Limited Aequitas India Opportunities Product 0.71 1.67
KRIIS PORTFOLIO PRIVATE LIMITED KRIIS COMPOUNDERS PORTFOLIO STRATEGY 0.70 2.08
TCG Advisory Services Private Limited TCG Transformative Growth Portfolio 0.70 NA
Girik Wealth Advisors Private Limited Girik PMS BluFIN X Equity Strategy 0.69 NA
Bandhan AMC Limited Bandhan NEO EQUITY PORTFOLIO 0.63 4.51
Abans Broking Services Private Limited ABANS SMART BETA PORTFOLIO 0.63 2.31
LGT Wealth India Private Limited Ultima Select 0.62 1.55
Atlas Integrated Finance Ltd MULTICAP 0.61 1.94
ALMONDZ FINANCIAL SERVICES LIMITED ALMONDZ AIM MULTICAP INVESTMENT APPROACH 0.61 NA
UNICORN INVESTMENT MANAGERS LLP UNICORN ETF ALPHA PORTFOLIO 0.58 NA
Finwizard Technology Private Limited Fisdom Wealth Edge 0.57 NA
Girik Wealth Advisors Private Limited Girik BluFIN Strategy 0.56 3.46
Edelweiss Global Wealth Management Limited Edelweiss Focused Mid and Small Cap Portfolio - Series II 0.56 1.78
Wealth Managers (India) Pvt. Ltd. Select Direct Growth Portfolio 0.55 2.58
Wryght Research And Capital Private Limited Wright Alpha Fund 0.55 4.13
Bhana Equity Advisors Llp BEA India Growth Fund 0.54 3.29
Bhana Equity Advisors Llp BEA SPECIALIZED PORTFOLIO 0.54 3.16
Motilal Oswal Asset Management Company Limited - Portfolio Managers Motilal Oswal Multifactor Equity Strategy 0.54 3.84
Kotak Mahindra Asset Management Company Ltd Kotak FinTech Investment Approach 0.52 0.05
Motilal Oswal Asset Management Company Limited - Portfolio Managers Motilal Oswal Midcap Multifactor Strategy 0.51 1.71
Ghalla Bhansali Stock Brokers Pvt Ltd OPULENCE 0.51 NA
Kotak Mahindra Asset Management Company Ltd Kotak Equity Portfolio Investment Approach 0.50 0.01
Wealth Managers (India) Pvt. Ltd. Optimiser Mid & small Cap 0.50 2.23
Valtrust Partners Llp Valtrust Momentum 0.50 2.07
SPICE ROUTE ADVISORS LLP SPICE ROUTE VOYAGER 0.49 NA
Atlas Integrated Finance Ltd MOMENTUM 20 PMS 0.49 NA
Narnolia Financial Services Limited NARNOLIA LARGE CAP STRATEGY 0.48 1.81
Ask Wealth Advisors Private Limited ASK Wealth CICERO Smart Beta 0.48 NA
Arth Portfolio Management Private Limited Arth Long Term Owner's Approach 0.47 NA
Deutsche Investments India Private Limited DIIPL- DB India Alpha Factor Equities 0.46 NA
Prosperity Wealth Management Private Limited Prosperity Fund of Funds 0.45 5.69
Alchemy Capital Management Pvt Ltd Alchemy Ascent 0.44 1.41
PCS SECURITIES LTD PCS SECURITIES LTD ALYATTES 00017643-001 0.44 3.95
AlphaGrep Investment Management Private Limited AlphaGrep Multi-Factor Quant Portfolio 0.43 4.34
Ckredence Wealth Management Pvt Ltd ALL WEATHER 0.42 2.97
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) 360 ONE Mandate - Equity 0.40 2.11
Motilal Oswal Asset Management Company Limited - Portfolio Managers Motilal Oswal Small cap Multifactor Strategy 0.40 1.68
QED Capital Advisors LLP ALPHABETS 0.40 2.93
Phillipcapital (India) Pvt Ltd Phillip Alpha Creation Equity Strategy 0.40 1.28
Prudent Equity Private Limited Prudent Equity Growth Strategy 0.40 NA
Moneylife Advisory Services Pvt Ltd MAS Prime 0.38 1.82
Bonanza Portfolio Limited BONANZA AEGIS 0.38 3.61
Bonanza Portfolio Limited BONANZA VALUE 0.38 3.18
Ckredence Wealth Management Pvt Ltd DIVERSIFIED MULTICAP 0.38 3.43
Banyan Capital Advisors Llp Banyan Yield Plus 0.37 3.64
Capitalmind Financial Services Private Limited Adaptive Momentum 0.37 3.61
Waterfield Financial And Investment Advisors Private Limited MARKET LEADERS PORTFOLIO - LARGE CAP ALLOCATOR 0.37 NA
Tailwind Financial Services Private Limited Tailwind Alpha Edge PMS 0.37 NA
Atlas Integrated Finance Ltd MIDCAP 0.37 1.11
INVASSET LLP INVASSET GROWTH FUND 0.37 3.88
Edelweiss Global Wealth Management Limited Edelweiss Focused Mid and Small Cap Portfolio Approach 0.36 1.13
AYAN ANALYTICS PVT LTD PriceBridge-Total Market India PMS 0.36 NA
Complete Circle Wealth Solutions Llp Digital compounders PMS 0.36 NA
Elever Investment Adviser Private Limited ELEVER INVESTMENT ADVISER PRIVATE LIMITED - FACTORALPHA PMS 0.36 NA
Renaissance Investment Managers Private Limited Renaissance Platinum Portfolio 0.35 0.58
Axis Securities Ltd AXIS SECURITIES PURE LIQUID K 0.35 7.27
Moneylife Advisory Services Pvt Ltd MAS Growth 0.34 1.37
Kotak Mahindra Asset Management Company Ltd Kotak Pharma and Healthcare Investment Approach 0.34 0.03
Wealth Managers (India) Pvt. Ltd. Optimiser Portfolio 0.34 1.73
AYAN ANALYTICS PVT LTD PriceBridge HoneyComb 0.33 1.40
BADJATE STOCK & SHARES PRIVATE LIMITED AGGRESSIVE. 0.33 3.18
Wryght Research And Capital Private Limited Wright Factor Fund 0.33 3.55
Ohm Portfolio Equi Research Private Limited Ohm Absolute 0.32 0.60
J M Financial Ltd Focus 0.31 2.39
Markets MoJo Asset Management Private Limited Mojo Soul 0.31 3.14
Axis Securities Ltd AXIS SECURITIES PURE LIQUID C 0.31 5.14
Quantum Advisors Private Limited Q India Ethical Returns Strategy 0.31 NA
Wealth Managers (India) Pvt. Ltd. Select Large Cap Portfolio 0.30 0.35
Wryght Research And Capital Private Limited Wright Factor Fund Hedged 0.30 2.35
Motilal Oswal Asset Management Company Limited - Portfolio Managers Motilal Oswal India Growth Strategy 0.30 3.12
Narnolia Financial Services Limited NARNOLIA FUSION OPPORTUNITY STRATEGY 0.29 2.53
Agreya Capital Advisors Llp Agreya Momentum 0.29 2.36
Barclays Securities (India) Private Limited Barclays Wealth Dynamic Opportunities portfolio 0.29 2.44
Markets MoJo Asset Management Private Limited Mojo Power 0.29 3.21
East Green Advisors LLP East Green Quant Strategy 0.29 NA
Green Portfolio Private Limited THE GREEN ETHICAL FUND 0.29 NA
Pioneer Client Associates Pvt Ltd CA MFM Large cap 0.28 0.53
AYAN ANALYTICS PVT LTD TOP 100 Equity 0.28 2.16
J M Financial Ltd Apex 0.28 2.28
Ckredence Wealth Management Pvt Ltd FOCUS MULTICAP 0.27 3.13
Wealth Managers (India) Pvt. Ltd. Optimiser Small Cap 0.27 1.53
Torus Oro Portfolio Management Private Limited ALL WEATHER 0.27 3.10
Prosperity Wealth Management Private Limited Prosperity Discovery Fund 0.27 3.06
First Global Finance Private Limited First Global India Super 50 (FG-IS50) 0.27 1.28
Carnelian Asset Management & Advisors Pvt Ltd CARNELIAN YnG STRATEGY 0.27 0.47
Torus Oro Portfolio Management Private Limited Emerging Businesses 0.27 NA
Wave Asset Private Limited Bloom 0.27 NA
J M Financial Ltd Growth & Value 0.26 2.08
Waterfield Financial And Investment Advisors Private Limited Nucleus "Equity" Multi-Cap Allocator 0.26 0.00
Right Horizons Portfolio Management Pvt Ltd RH AlphaBots India 100 0.26 0.85
Capitalmind Financial Services Private Limited Custom Portfolio 22 0.26 5.08
J M Financial Ltd The Opportunistic Equity Portfolio 0.26 2.30
Emkay Investment Managers Limited EMKAYGOLDEN 0.26 1.15
Elever Investment Adviser Private Limited ELEVER INVESTMENT ADVISER PRIVATE LIMITED - FACTORALPHA SMALLCAP PMS 0.26 NA
Renaissance Investment Managers Private Limited Renaissance India Next Portfolio 0.25 1.62
Courser Park Advisors LLP Growth at Reasonable Price (GARP) 0.25 NA
Silverarch Investment Advisers Private Limited SilverArch India Equity Portfolio 0.25 1.93
Whiteoak Capital Asset Management Limited WhiteOak India Business Leaders PMS 0.25 1.18
Ask Wealth Advisors Private Limited ASK Wealth Core Equity 0.24 NA
PRP Edge Wealth Pvt Ltd Alphaa factor Investing Fund 0.24 NA
FYERS ASSET MANAGEMENT PRIVATE LIMITED FYERS Genesis Fund 0.24 NA
Arthya Wealth And Investments Private Limited Arthya ALL-STAR Opportunities Portfolio 0.23 4.02
PGIM India Asset Management Private Limited PGIM INDIA CORE EQUITY PORTFOLIO 0.23 1.41
Fractal Capital Investments Llp FCI LLP Wealth Optimizer II 0.23 1.11
AlfAccurate Advisors Pvt Ltd AAA Couture Portfolio 0.23 1.66
Sundaram Alternate Assets Limited S.I.T.P 0.23 2.00
Latent Advisors LLP LATENT EQUITY GROWTH 0.23 1.60
CAPITAL 8 LLP Capital 8 Infinity Fund 0.23 NA
Sundaram Alternate Assets Limited Sundaram Voyager Global Portfolio 0.23 1.39
PGIM India Asset Management Private Limited PGIM INDIA PHOENIX PORTFOLIO 0.22 1.36
Asit C. Mehta Investment Interrmediates Ltd. Ace 15 0.22 1.77
Trivantage Capital Management India Private Limited Trivantage Capital Small Cap Equity Portfolio 0.22 1.95
ICICI Prudential Asset Management Company Ltd ICICI Prudential PMS SMART Strategy 0.22 1.01
ICICI Prudential Asset Management Company Ltd ICICI Prudential PMS Growth Leaders Shariah Strategy 0.22 1.24
Abans Broking Services Private Limited ABANS GROWTH & MOMENTUM 0.22 1.64
Torus Oro Portfolio Management Private Limited LEAP Long Term Opportunities 0.22 1.26
ESCORP ASSET MANAGEMENT LIMITED ESCORP ASSET MANAGEMENT LTD 0.22 0.63
Tulsian PMS Limited TULSIANPMS 0.21 0.96
Bonanza Portfolio Limited BONANZA GROWTH 0.21 2.09
Asit C. Mehta Investment Interrmediates Ltd. Ace Midcap 0.21 0.72
Sundaram Alternate Assets Limited QUANT 0.21 1.08
Sanctum Wealth Private Limited Tailored Discretionary Portfolio - Aggressive 0.21 0.84
Quest Investment Advisors Private Limited QUEST PMS TIMES 0.21 NA
Arthya Wealth And Investments Private Limited Arthya All-STAR Leaders Portfolio 0.20 2.34
Purnartha Investment Advisers Private Limited Purnartha Vision 0.20 0.47
Marcellus Investment Managers Private Limited MeritorQ 0.20 1.65
Alchemy Capital Management Pvt Ltd Alchemy Smart Alpha 250 0.20 3.42
Julius Baer Wealth Advisors (India) Private Limited Julius Baer India Equity Opportunities Portfolio 0.20 NA
Steptrade Share Services Private Limited STEPTRADE RISING STAR FUND 0.20 NA
Bonanza Portfolio Limited BONANZA MULTICAP 0.19 2.79
PRP Edge Wealth Pvt Ltd Alphaa Better Risk Reward 30 Stocks Portfolio 0.19 1.87
Asit C. Mehta Investment Interrmediates Ltd. Ace Multicap 0.19 1.64
Ambit Wealth Private Limited Ambit Maximus Smart Factor Portfolio - STP 0.19 NA
Sundaram Alternate Assets Limited SISOP 0.19 1.23
ICICI Prudential Asset Management Company Ltd ICICI Prudential PMS ACE Strategy 0.19 1.99
Nine Rivers Capital Holdings Private Limited Aurum Multiplier Portfolio 0.19 0.81
Anand Rathi Advisors Limited Decennium Opportunity Port -NRI 0.19 1.02
Buglerock Capital Private Limited INCA 0.19 0.99
Dwaith Advisory Private Limited Concentrated Growth Portfolio 0.19 NA
ICICI Securities Limited ISEC Aggressive Portfolio 0.18 1.03
Capitalmind Financial Services Private Limited Index (Market) 0.18 0.33
Trivantage Capital Management India Private Limited Customised Portfolio Approach 12 0.18 NA
Incred Asset Management Private Limited InCred Multicap Portfolio 0.18 1.15
Equirus Wealth Private Limited EQUIRUS LONG HORIZON FUND 0.18 0.93
Sundaram Alternate Assets Limited VOYAGER 0.18 1.16
SMC Global Securities Limited SMC-Customised 0.18 1.58
Valcreate Investment Managers LLP Vacreate Bespoke strategy 0.18 1.06
Tulsian PMS Limited TULSIANMMOP 0.18 2.43
INVESQ INVESTMENT MANAGERS LLP InvesQ Multicap Opportunities Portfolio 0.18 NA
MIV Investment Services Private Limited Reverse Research 0.17 1.57
Karma Capital Advisors Pvt Ltd. Karma Capital Magnolia 0.17 1.29