Skip to content

TER — MF Schemes

Total Expense Ratio data for mutual fund schemes. Fetch as JSON / polars DataFrame or download the raw Excel file.

Data dictionary: TER field reference →


amfipy.ter.TERClient

Sync client for TER data.

months(year='2025-2026')

Return available months for a financial year.

Returns list of {"MonthYear": "March-2026", "MonthNumber": "03-2026"}. First item is the most recent month.

sub_categories(fund_type=ALL_TYPE, category=ALL_CAT)

Return sub-categories for a given fund type and category.

fetch(month=None, year='2025-2026', mf_id=ALL, category=ALL_CAT, fund_type=ALL_TYPE, as_df=False)

Fetch TER data as JSON (list of dicts) or polars DataFrame.

Parameters:

Name Type Description Default
month str | None

MM-YYYY string. Defaults to latest available month.

None
year str

Financial year for month lookup (only used when month=None).

'2025-2026'
mf_id str | int

"All" or numeric MF ID.

ALL
category str

"-1"=All | "Equity Scheme" | "Debt Scheme" | "Hybrid Scheme" | "Other Scheme" | "Solution Oriented Scheme"

ALL_CAT
fund_type str

"-1"=All | "Open Ended" | "Close Ended" | "Interval Fund"

ALL_TYPE
as_df bool

Return a polars DataFrame (requires pip install amfipy[polars]).

False

fetch_range(months, mf_id=ALL, category=ALL_CAT, fund_type=ALL_TYPE, as_df=False)

Fetch TER data for multiple months.

Returns {"03-2026": <data>, "02-2026": <data>, ...}.

download_excel(month=None, year='2025-2026', mf_id=ALL, category=ALL_CAT, fund_type=ALL_TYPE)

Download TER data as raw Excel bytes.

Example::

data = client.download_excel(month="03-2026")
Path("ter_march.xlsx").write_bytes(data)