---
title: "Mutual fund holdings"
method: GET
path: "/v1/stocks/{symbol}/mutual-fund-holdings"
tags: ["ownership"]
---

# Mutual fund holdings

`GET /v1/stocks/{symbol}/mutual-fund-holdings`

## Request

- Base URL: `https://api.tapetide.com`
- URL: `https://api.tapetide.com/v1/stocks/{symbol}/mutual-fund-holdings`
- Auth: HTTP bearer

Mutual fund schemes (direct-growth plans) reporting a position in the stock in their monthly portfolio disclosure, largest position by shares first, with the previous month's position and the change. Defaults to the latest month available for the stock; pass `month` (YYYY-MM) for history back to March 2025. Coverage is a subset of schemes and varies month to month, and the latest one or two months fill in as fund houses publish portfolios (typically by the 10th of the following month): a scheme missing from a month means not reported, not necessarily sold. Zero-share rows are omitted by default, because a disclosure that is still filling in reports most positions as 0. Pass `include_exits=true` to add exit rows (`exited: true`, `shares_held: 0`): schemes that held the stock the previous month and reported 0 this month in a disclosure that still carries at least half of the previous month's positions and AUM. Exits in a month that is still filling in are therefore under-reported, not over-reported.

## Path parameters

- `symbol` string, required: Stock symbol, e.g. "RELIANCE". Percent-encode "&" (M%26M).

## Query parameters

- `month` string
- `include_exits` boolean
- `limit` integer
- `cursor` string

## Response `200`

OK. Costs one request unit.

- object
  - `data` StockMutualFundHoldingsItem[], required
    - `symbol` string, required: Stock symbol.
    - `month` string, required: Portfolio month (YYYY-MM).
    - `scheme_name` string, required: Mutual fund scheme and plan, e.g. "Parag Parikh Flexi Cap Fund Direct-Growth".
    - `scheme_isin` string, nullable, required: ISIN of the scheme's units (INF...), the public scheme identifier. null when it is not known or not unique for the scheme.
    - `fund_house` string, nullable, required: Asset management company, e.g. "HDFC", "ICICI Prudential".
    - `shares_held` number, nullable, required: Shares of this stock held by the scheme at month end. 0 on an exit row (`exited`).
    - `pct_of_scheme_aum` number, nullable, required: Value of the position, % of the scheme's assets under management.
    - `previous_shares_held` number, nullable, required: Shares the scheme reported holding at the end of the previous month. null when the scheme reported no position in the stock that month (not reported, or not held).
    - `shares_change` number, nullable, required: shares_held minus previous_shares_held. null when previous_shares_held is null.
    - `exited` boolean, required: true on an exit row (only with `include_exits=true`): the scheme held the stock the previous month and reported 0 shares this month in an otherwise complete disclosure.
  - `meta` ListMeta, required
    - `as_of` string, date-time, required: When this response was assembled (UTC).
    - `route` string, required: operationId that served the request.
    - `count` integer, required: Items in this page.
    - `limit` integer, required: Page size applied.
    - `has_more` boolean, required: Whether another page exists.
    - `next_cursor` string, nullable, required: Pass as `cursor` to fetch the next page; null on the last page.
  - `links` Links, required
    - `next` string, nullable: Relative URL of the next page, or null.

## Other responses

- `400`: Malformed or out-of-range parameter. Not charged.
- `401`: Missing or invalid bearer token.
- `404`: The requested resource does not exist. Not charged.
- `429`: Per-minute burst cap (`rate_limited`) or plan quota (`quota_exhausted`) reached.
- `500`: Unexpected server error. Not charged.
- `502`: A data dependency was unavailable. Not charged.
- `503`: Authentication or quota service temporarily unavailable (`service_unavailable`). Not charged; retry after `Retry-After` seconds.

---

[API](https://skmtc.dev/tapetide/apis/tapetide-api.md) · [All operations](https://skmtc.dev/tapetide/apis/tapetide-api/llms.txt) · [OpenAPI document](https://skmtc.dev/tapetide/apis/tapetide-api/revisions/261ec086bde5?raw)