Advanced Screener

Overview

The Advanced Screener API allows users to conduct a detailed search of mutual fund schemes based on a comprehensive set of criteria including plan specifics, asset classification, financial metrics, and investment criteria. This API is critical for financial platforms that need to offer sophisticated screening tools for investors seeking to find funds that match very specific profiles.

Input

AMC code: The code of the Asset Management Company.

Scheme code: The specific code of the scheme if known.

Plan name: The type of plan (e.g., Direct).

Option name: The investment option (e.g., Growth).

Asset category: The category of assets (e.g., Equity).

Asset sub category: The sub-category within the main asset category (e.g., Large & Mid Cap).

As on: The effective date for which the data is considered.

PE ratio: The Price to Earnings ratio of the fund.

YTM: Yield to Maturity.

Average maturity months: Range for average maturity in months.

Modified maturity months: Range for modified maturity in months.

Fund size: The size of the fund.

Expense ratio: The expense ratio of the fund.

Market cap: Ranges for large, mid, and small cap allocations.

Cash & equivalent: Maximum and minimum cash and equivalent holdings.

Credit ratings (A, AA, AAA & Equiv): Ranges for holdings graded A, AA, AAA.

Sovereign holdings (SOV): Maximum and minimum sovereign holdings.

Output

The output provides a list of mutual fund schemes that meet the specified criteria, along with detailed information for each scheme:

Scheme code, scheme name unique: The code and unique name of the scheme.

AMC code, AMC name: The code and name of the Asset Management Company.

Asset class, Asset category: The class and category of assets.

As on date: The date for which the data is applicable.

Financial metrics: Various metrics like PE ratio, fund size, market cap allocations, cash and equivalents, expense ratio.

Credit ratings: Details on the proportion of the fund's holdings in different credit ratings.

Investment specifics: Details about investment options, minimum investments, and allowances for various transaction types.