Convert users with fund performance data

Enable your investors to filter and sort fund information to make investment decisions



Data points


Note - Third party integrations, billed separately

Data point Description
Fund name Name of the scheme
Date of Inception Start date of the scheme
Fund option Growth / Dividend / etc
Fund plan Direct / Regular
Fund size AUM
Fund manager Name of the manager (Coming soon)
Asset category Equity / Debt / etc
Asset sub category Large cap / mid cap / etc
Objective Objective of the fund
Benchmark Index being followed
NAV Daily value
Nav date Date on which NAV was issued
Top 10 holdings Top 10 stocks by %, held by the scheme
Holdings sector Sectoral holdings
Risk profile Low / Moderate / Aggressive
Exit load period remark Eg - 1% on or before 365D, Nil after 365D
Exit load rate % deductible
Lock in period Period for which redemption is not allowed
Expense ratio % of investment deducted as expense ratio
Past performance 3m, 6m, 1y, 3y, 5y
Scheme document link Link to document on AMC site


You are losing conversions without relevant fund performance details


Features Traditional MF Platforms Fintech Primitives
Fund performance data Not available Available through partner APIs
Technology
Features Traditional MF Platforms Fintech Primitives
Sandbox Not available Free to test and integrate all APIs.
Integration Support
Features Traditional MF Platforms Fintech Primitives
Technical queries Anywhere between 3-15 days to reply back Within 24 business hours
Integration support Not available Technical guidance from the product and engineering team
New use cases Not available Guidance from the product and engineering team