INinferedge
Portfolio Analytics

Get Category Analytics

One fund against its AMFI category cohort — percentile band and ranks.

post/api/portfolio/category-analytics

Request

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

Request body

instrument_idstring required

unique_id of the fund being compared to its category.

metricsstring[]

Scalar metrics to rank the fund on. Defaults to all.

trailing_horizonsstring[]

Trailing horizons to rank the cohort over, anchored on the window end. Opt-in: empty (the default) skips the work and the extra NAV history it needs.

discrete_frequenciesstring[]

Calendar cadences to rank the cohort over, one stat per bucket. Opt-in, and a list so a caller offering the cadence as a UI toggle can switch without a second request.

include_aumboolean

Add aum_series — daily AUM for each reference fund plus the category total. Opt-in: it is a second timeseries fetch over the whole cohort, which a caller not drawing that chart should not pay.

benchmark_idstring

unique_id of the instrument beta / treynor / up_capture / down_capture are measured against, for every cohort member. There is no default: without it those four metrics are null rather than silently measured against an index the caller never chose.

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",
  "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

Cohort members with usable NAV history.

benchmark_namestring
datesstring[]
null_reasonstring

Changes

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