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Research Data Dictionary

API reference: client.research

categorisation_of_stocks() — Avg. Market Capitalisation data

SEBI requires mutual funds to classify stocks into Large Cap / Mid Cap / Small Cap buckets based on average market capitalisation. AMFI publishes the reference list bi-annually.

Raw response (as_df=False)

Returns a dict keyed by year string. Each year contains a list of period entries:

{
  "2024": [
    {"period": "Jul - Dec", "pdfUrl": "https://...", "excelUrl": "https://..."},
    {"period": "Jan - Jun", "pdfUrl": "https://...", "excelUrl": "https://..."},
  ],
  "2023": [...],
  ...
}
Field Type Example Description
year key str "2024" Calendar year of the publication
period str "Jul - Dec" Half-year period covered
pdfUrl str "https://portal.amfiindia.com/..." Direct URL to the PDF
excelUrl str "https://portal.amfiindia.com/..." Direct URL to the Excel file

Data is published from 2017 onwards, two periods per year (Jan–Jun and Jul–Dec).

Flat list (categorisation_of_stocks_flat())

Returns a flat list sorted by year, oldest first:

Field Type Example Description
year str "2024" Calendar year
period str "Jul - Dec" Half-year period
pdfUrl str "https://..." PDF download URL
excelUrl str "https://..." Excel download URL

DataFrame (as_df=True)

Same four columns as flat list above, as a polars DataFrame.

download_categorisation_file(url) — File bytes

Pass any pdfUrl or excelUrl to download the file:

flat = client.research.categorisation_of_stocks_flat()
latest = flat[-1]   # most recent period

# Download Excel
excel_bytes = client.research.download_categorisation_file(latest["excelUrl"])
Path("categ_latest.xlsx").write_bytes(excel_bytes)

The Excel file contains a ranked list of all NSE-listed companies with their average 6-month market capitalisation, which determines their Large/Mid/Small Cap classification.

Excel file columns (typical)

Column Description
Sr. No. Serial rank by market cap
Company Name Listed company name
ISIN ISIN code
Average Market Cap (₹ Crore) 6-month average market capitalisation
Classification Large Cap / Mid Cap / Small Cap bucket