Basic Screener

Overview

The Screener API allows users to filter and retrieve detailed information about mutual fund schemes based on a variety of criteria, such as minimum investment requirements, risk profile, and asset category. This API is essential for financial platforms that need a robust tool to help users find mutual fund schemes that meet specific investment criteria.

Input

From: The starting index for pagination (e.g., 0 for the first record).

Size: The number of records to retrieve.

Min initial investment: The minimum amount required for initial investment.

Min SIP amount: The minimum amount required for Systematic Investment Plan (SIP) contributions.

Risk profile: The desired risk profile of the investment schemes.

AMC code: The code of the Asset Management Company.

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

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

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

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

Search text: Text to search within the scheme details.

Scheme code: Specific code of the scheme if known.

Holding period: The intended duration for holding the investment.

Returns percentage: The percentage of returns expected.

Output

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

AMC code, scheme code: Unique identifiers for the asset management company and the scheme.

Scheme name: The official name and a unique identifier of the scheme.

ISIN: International Securities Identification Number.

Asset category, asset sub category: Category and sub-category of the fund.

Plan name, option name: Type of plan and option.

Expense ratio, risk rating: The cost ratio of the fund and its risk assessment.

RTA name, AMC name: Registrar and Transfer Agent's name and the Asset Management Company's name.

Investment option, nature: Type of investment and nature of the fund (e.g., open-ended).

Active: Whether the fund is actively managed.

Purchase allowed, purchase transaction mode: If purchases are allowed and the modes available.

Min initial Investment, initial investment multiples: Minimum amount and multiples for initial investments.

SIP allowed, SIP frequency, SIP date: Details about the availability and terms of SIP.

Switch allowed, Switch min amt: If switching between funds/plans is allowed and the minimum amount required.

STP allowed, STP frequency, STP dates: Details about Systematic Transfer Plan options.

SWP allowed, SWP frequency, SWP dates: Details about Systematic Withdrawal Plan options.

Lock in period, risk profile: The lock-in period for investments and the risk profile of the fund.

Exit load period remark, exit load rate: Details about the exit load applicable.**