Portfolio Analytics

Get Category Allocation

Current allocation of an AMFI category and of its return deciles.

post/api/portfolio/category-allocation

Request

Base URL
https://api.harmoney.in
URL
https://api.harmoney.in/api/portfolio/category-allocation
Auth
API key in header x-api-key

Request body

instrument_idstring required

unique_id of the fund whose category defines the cohort.

fund_idsstring[]

Reference funds to report individually, one row each, in the order given. Typically the instrument_id values off /category-analytics's series.

group_bystring[]

Pivot dimensions, each reported as its own independent breakdown over the same holdings — not nested. Asking for several costs one resolver each and no extra holdings read, so a caller offering a dimension picker should request them all once and switch locally.

as_ofstring date

Mode A: window end

horizon'1M' | '3M' | '6M' | 'YTD' | '1Y' | '3Y' | '5Y' | '10Y' | 'MAX'

Mode A: window size back from as_of

start_datestring date

Mode B: window start

end_datestring date

Mode B: window end

Example request

{
  "instrument_id": "INS-HAQO5J6GGY",
  "fund_ids": [
    "INS-HAQO5J6GGY"
  ],
  "as_of": "2026-06-30",
  "horizon": "1Y",
  "start_date": "2025-06-30",
  "end_date": "2026-06-30"
}

Response

Successful Response

instrument_idstring required

instrument_namestring required

categorystring required

category_codestring required

plan_typestring required

requested_startstring date required

requested_endstring date required

effective_startstring date required

effective_endstring date required

cohort_sizeinteger required

Funds the category row averages over — members with a return over the window, matching /category-analytics's members.

weighting'equal'

How the category row combines its members. Equal means each fund counts once regardless of size.

null_reasonstring

Changes

No recorded changes to this operation across all 1 revision of this API.