Turnover Report
IA Turnover Report

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   Discretionary      Non Discretionary   
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Investment Approach Wise Turnover As on 30/06/2026

PMS Provider Name IA Name 1 month 1 Year
Nine Rivers Capital Holdings Private Limited Aurum Micro Cap Opportunities 0.86 0.84
ArthAlpha LLP ArthAlpha Machine Learning (Equity) Quant 0.67 8.38
Atlas Integrated Finance Ltd Multicap PMS Series/1/2025 0.61 NA
PCS SECURITIES LTD PCS SECURITIES LTD ALYATTES 00017643-001 0.29 2.42
INVESTVALUE CAPITAL PRIVATE LIMITED INVESTVALUE INDIA WINNERS PORTFOLIO 0.29 NA
Amaltas Asset Management LLP AMALTAS STRATEGIC OPPORTUNITIES SERIES I 0.28 NA
Eternity Investments Management Partners LLP Eternity Unconstrained Core Equity approach 0.26 NA
Atlas Integrated Finance Ltd MOMENTUM 20 PMS 0.26 4.93
Asian Markets Securities Private Limited AMSEC LIFE 0.26 1.00
BMC Advisors Private Limited BMC HIDDEN OPPORTUNITIES FUND 0.24 0.57
AIALPHA Financial Advisory Services Private Limited AIAlpha Bluechip Equity Portfolio 0.24 NA
ALMONDZ FINANCIAL SERVICES LIMITED ALMONDZ AIM MULTICAP INVESTMENT APPROACH 0.22 0.32
ArthAlpha LLP ArthAlpha Signature Wealth 0.21 2.33
MONARCH NETWORTH CAPITAL LIMITED Monarch Wealth Creator Fund 0.20 NA
Dolat Capital Market Private Limited Dolat Quantum Leap Strategy 0.19 NA
Allegro Securities Pvt Ltd Diversified 0.18 2.60
J M Financial Ltd Apex 0.17 1.67
Atlas Integrated Finance Ltd MIDCAP 0.17 1.61
Amaltas Asset Management LLP AMALTAS KEYSTONE FUND 0.15 0.99
Val Q Investment Advisory Pvt Ltd Val-Q Mid Cap High Quality Fund 0.14 0.85
ELIXIR EQUITIES PVT LTD Long Term Growth Stock 0.13 1.03
AIALPHA Financial Advisory Services Private Limited AIAlpha Dynamic Equity Portfolio 0.13 NA
Atlas Integrated Finance Ltd MULTICAP 0.12 0.81
Lakewater Advisors Private Limited India Growth 0.12 0.65
Nine Rivers Capital Holdings Private Limited Aurum Small Cap Plus 0.12 0.23
Eureka Portfolio Management Services Pvt Ltd Multicap 0.12 1.11
PGIM India Asset Management Private Limited PGIM INDIA PHOENIX PORTFOLIO 0.11 1.23
PGIM India Asset Management Private Limited PGIM INDIA EQUITY PORTFOLIO SERIES II 0.09 1.27
J M Financial Ltd Focus 0.09 2.21
J M Financial Ltd India Resurgent 0.09 2.25
Samvitti Capital Private Limited PMSLONG 0.09 1.01
PGIM India Asset Management Private Limited PGIM INDIA EQUITY PORTFOLIO 0.09 1.42
Allegro Securities Pvt Ltd ALLEGRO SIGNATURE 0.08 NA
J M Financial Ltd The Opportunistic 0.08 2.04
Sowilo Investment Managers LLP Sowilo Multi Cap Fund 0.08 1.12
Willow Advisors Llp WILLOW LONG TERM VALUE STRATEGY 0.08 0.49
Sowilo Investment Managers LLP Sowilo Target Agressive Scheme 0.07 1.30
Allegro Securities Pvt Ltd Allegro - High Growth 0.07 0.58
PGIM India Asset Management Private Limited PGIM INDIA CORE EQUITY PORTFOLIO 0.07 1.42
Nine Rivers Capital Holdings Private Limited Aurum Small Cap Opportunities 0.07 0.26
Samvitti Capital Private Limited ACTIVEALPHAMC 0.06 1.04
Divya Capital One Private Limited Long Term Growth Strategy 0.06 1.46
Impetus Arthasutra Pvt Lted Impetus Value Portfolio 0.05 0.60
Savvy Capital Advisors Llp SAVVY DEFAULT 0.04 0.35
Nine Rivers Capital Holdings Private Limited Aurum Multiplier Portfolio 0.04 0.94
MARFATIA STOCK BROKING PRIVATE LIMITED ALLWEATHER 0.04 0.70
J M Financial Ltd Growth and Value 0.04 2.32
Compound Everyday Capital Management Llp Long Term Focused Value 0.04 0.49
Val Q Investment Advisory Pvt Ltd Val-Q Large Cap Blue Chip Fund 0.04 0.59
PGIM India Asset Management Private Limited PGIM INDIA EQUITY PORTFOLIO SERIES I High Conviction Themes 0.03 0.00
Samvitti Capital Private Limited PMSAGGRESSIVE 0.03 1.36
T Ram Financial Services Private Limited BLUECHIP 0.02 0.17
Nine Rivers Capital Holdings Private Limited Aurum Growth Opportunities 0.02 0.43
Samvitti Capital Private Limited NDPMS 0.02 0.57
Trustline Holdings Pvt Ltd Intrinsic Series 0.01 0.18
Kunvarji Finstock Pvt. Ltd. KUNVARJI FINSTOCK PRIVATE LIMITED 0.01 0.91
Revelation Portfolio Management Pvt Ltd Revelation India Opportunities Portfolio II 0.01 0.21
Revelation Portfolio Management Pvt Ltd Revelation India Opportunities Portfolio I 0.01 0.21
Hanut Alternate Investments Llp Hanut Fundamental Quant 0.01 0.13
Atlas Integrated Finance Ltd EQUITY DEBT HYBRID 0.00 0.24
Allegro Securities Pvt Ltd THE HERON 0.00 1.67
Samvitti Capital Private Limited Advisory Services 0.00 0.08
Allegro Securities Pvt Ltd Mid Cap Equity FOF 0.00 0.13
Allegro Securities Pvt Ltd Bluechip Equity FOF 0.00 0.11
Allegro Securities Pvt Ltd Health Care 0.00 0.57
Pelican Holdings Private Limited Pelican Top100 Fund 0.00 0.97
Pelican Holdings Private Limited Pelican PE Fund 0.00 0.14
Chanakya Capital Services Private Limited Chanakya Multi-Cap 0.00 0.07
Ohm Portfolio Equi Research Private Limited Ohm Growth 0.00 0.15
Ohm Portfolio Equi Research Private Limited Ohm Absolute 0.00 0.33
ATISHAY STOCK BROKING PRIVATE LIMITED ATISHAY MULTICAP APPROACH NA NA