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Fund Performance Data Dictionary

API reference: client.fund_performance


filters() — Filter options

Field Type Description
maturityTypeList list Available maturity types (Open Ended, Close Ended)
investmentTypeList list Category list with IDs
mutualFundList list AMC list with IDs — use id as mf_id in fetch()

Each mutualFundList entry

Field Type Example Description
id int 62 AMC numeric ID
name str "360 ONE Mutual Fund" AMC name

sub_categories() — Sub-categories for a category

Field Type Example Description
id int 1 Sub-category ID — use as sub_category in fetch()
name str "Flexi Cap Fund" Sub-category label

fetch() — Performance data

Each record represents one scheme's performance metrics.

Field Type Example Description
MF_Name str "HDFC Mutual Fund" AMC name
Scheme_Name str "HDFC Flexi Cap Fund - Growth" Scheme name
Scheme_Code str "100033" AMFI scheme code
Category str "Equity Scheme" SEBI category
Sub_Category str "Flexi Cap Fund" SEBI sub-category
Launch_Date str "01-Jan-1995" Scheme launch date
NAV str "1109.52" NAV as of report date
Returns_1yr str "12.45" 1-year return (%)
Returns_3yr str "18.32" 3-year CAGR (%)
Returns_5yr str "22.10" 5-year CAGR (%)
Benchmark_Returns_1yr str "11.80" Benchmark 1-year return (%)
Benchmark_Returns_3yr str "16.90" Benchmark 3-year CAGR (%)
Benchmark_Returns_5yr str "20.50" Benchmark 5-year CAGR (%)
Additional_Benchmark_Returns_1yr str "13.10" Additional benchmark 1-year return (%)
Report_Date str "07-May-2026" Date of the performance report

Parameter reference

Parameter Values Default
maturity_type 1 = Open Ended, 2 = Close Ended 1
category 1=Equity · 2=Debt · 3=Hybrid · 4=Solution Oriented · 5=Other required
sub_category Numeric ID from sub_categories() required
mf_id 0=All, or numeric ID from filters()["mutualFundList"] 0
report_date "DD-Mon-YYYY" e.g. "07-May-2026" Last business day