Discrete Returns

Overview

The Discrete Returns API provides detailed return data for a specific mutual fund scheme over a specified time period, segmented into quarters, halves, and annually. This API is crucial for financial platforms that need to present a historical performance breakdown, allowing users to understand how a mutual fund has performed across different market cycles and conditions.

Input

Scheme codes: The unique code(s) of the mutual fund scheme(s).

From: The starting date from which the return data is calculated.

Frequency: Specifies the frequency of the data, which is typically set to "Years" for this API.

Output

The output provides the discrete returns of the mutual fund scheme for each specified year, broken down into the following segments:

Quarterly returns (Q1, Q2, Q3, Q4): The return percentage for each quarter of the year.

Half-yearly returns (H1, H2): The return percentage for the first half (H1) and the second half (H2) of the year.

Annual return: The total return percentage for the full year.

Year-to-date (YTD): The return percentage from the beginning of the most recent year to the current date.**