WealthTicker API

The same engine as the site's screener, over a documented parameter set. Filter by text, category, AMC, plan, option, size and cost — or write a query expression in q — then sort and page. Each row is the full fund object (metrics included), so one call answers "the ten cheapest large-cap index funds by 3Y CAGR" without a second request per fund.

ETFs and segregated (side-pocketed) schemes are outside the default universe: an ETF trades at a market price, not at NAV, so its NAV-based metrics mislead. Ask for them explicitly with category=ETF or a codes list.

Parameters

Request

curl -H "X-Api-Key: $WT_KEY" \
  "https://wealthticker.in/api/v1/funds?q=aum%20%3E%2010000%20AND%203y%20cagr%20%3E%2015&plan=Direct&option=Growth&sort=ret3y&dir=desc&limit=2"

Response 200

{
  "data": [
    {
      "schemeCode": 151750,
      "schemeName": "HDFC Defence Fund - Direct Plan - Growth Option",
      "amc": "HDFC Mutual Fund",
      "category": "Equity",
      "subCategory": "Sectoral/ Thematic",
      "plan": "Direct",
      "option": "Growth",
      "isinGrowth": "INF179KC1GI5",
      "isinReinvest": null,
      "latestNav": 30.588,
      "navDate": "2026-10-13",
      "inceptionDate": "2023-06-02",
      "aum": 111282250000,
      "expenseRatio": 0.89,
      "exitLoad": "In respect of each purchase/switch-in of units, an Exit load of 1% is payable if units are redeemed/switched-out within 1 year …",
      "minSip": 100,
      "lockInYears": 0,
      "rating": 4,
      "returns": { "m1": -3.45, "m3": 1.1474, "m6": 19.0287, "ytd": 27.1005,
                   "y1": 21.328, "y3": 35.8492, "y5": null, "y10": null, "inception": 39.3754 },
      "risk": { "volatility": 25.9976, "sharpe": 1.129, "sortino": 1.554,
                "maxDrawdown": -34.5408, "maxDrawdown3y": -34.5408,
                "alpha": 0.233, "beta": 0.841, "benchmark": "Nifty India Defence TRI" }
    },
    { "schemeCode": 151749, "schemeName": "HDFC Defence Fund - Direct Plan - IDCW Option", … }
  ],
  "meta": { "total": 63, "page": 1, "limit": 2 }
}

Fields

data[]

Fund objects — every field is described under "The fund object" above.

meta.total

Rows matching the filters across all pages. meta.page and meta.limit echo what was applied (limit is clamped to 500).

Errors

• 400 invalid_sort — unknown sort column.
• 400 invalid_query — q didn't parse; the message names the clause and what was expected.

The fund object for a scheme code. The same row a /funds search returns, so there is nothing extra to fetch here — this is the cheap way to refresh one fund you already know.

A code that exists at AMFI but was never viewed on WealthTicker returns 404 the first time and is queued for ingestion; its NAV history is pulled within the hour and the code answers from then on.

Parameters

Request

curl -H "X-Api-Key: $WT_KEY" https://wealthticker.in/api/v1/funds/120716

Response 200

{
  "data": {
    "schemeCode": 120716,
    "schemeName": "UTI Nifty 50 Index Fund - Direct Plan - Growth",
    "amc": "UTI Mutual Fund",
    "category": "Index",
    "subCategory": "Index Funds",
    "plan": "Direct",
    "option": "Growth",
    "isinGrowth": "INF789F01XA0",
    "isinReinvest": null,
    "latestNav": 159.991,
    "navDate": "2026-10-13",
    "inceptionDate": "2013-01-02",
    "aum": 292847871000,
    "expenseRatio": 0.25,
    "exitLoad": null,
    "minSip": null,
    "lockInYears": null,
    "rating": 3,
    "returns": { "m1": -2.9118, "m3": -5.9654, "m6": -4.0046, "ytd": -12.358,
                 "y1": -9.113, "y3": 5.7831, "y5": 5.5895, "y10": 11.2858, "inception": 11.1256 },
    "risk": { "volatility": 13.3821, "sharpe": -0.054, "sortino": -0.074,
              "maxDrawdown": -38.4179, "maxDrawdown3y": -15.5067,
              "alpha": -0.33, "beta": 0.999, "benchmark": "Nifty 50 TRI" }
  }
}

Errors

• 400 invalid_code — the path segment isn't a positive integer.
• 404 not_found — no such scheme (or not yet ingested; retry in an hour).

The NAV series as plain [{date, nav}] points, oldest first, one per published NAV day (no weekends or holidays, no gap-filling). Direct plans run from 2013-01-01 at the earliest; Regular plans go back as far as AMFI's history does.

The free plan serves the trailing year, anchored to the fund's own latest NAV rather than today's date, so a fund whose NAV lags a few days still gets a full year. Starter and Pro serve the whole series. from and to filter within whatever the plan allows; meta.truncated tells you when the plan window clipped older history.

Parameters

Request

curl -H "X-Api-Key: $WT_KEY" \
  "https://wealthticker.in/api/v1/funds/120716/nav?from=2026-10-01&to=2026-10-13"

Response 200

{
  "data": [
    { "date": "2026-10-01", "nav": 157.8901 },
    { "date": "2026-10-05", "nav": 158.829 },
    { "date": "2026-10-06", "nav": 160.3789 },
    { "date": "2026-10-07", "nav": 159.1593 },
    { "date": "2026-10-08", "nav": 156.5445 },
    { "date": "2026-10-09", "nav": 158.5759 },
    { "date": "2026-10-12", "nav": 157.4672 },
    { "date": "2026-10-13", "nav": 159.991 }
  ],
  "meta": { "schemeCode": 120716, "points": 8, "from": "2026-10-01", "to": "2026-10-13", "truncated": false }
}

Fields

data[].date · nav

ISO date and the NAV in ₹ per unit, as AMFI published it (four decimals).

meta.points · from · to

How many points were returned and the actual first/last dates — useful when your from predates the series.

meta.truncated

true when the free plan's one-year window dropped older points. Never true on Starter or Pro.

Errors

• 400 invalid_code · 400 invalid_date — from/to must be YYYY-MM-DD.
• 404 not_found — no history yet (unseeded schemes are ingested within the hour).

A top-down view of the market: one row per SEBI sub-category with the simple average of its funds' trailing returns and expense ratios. Averages are taken over one row per scheme (the Direct Growth variant where it exists), so a scheme with four plan/option codes counts once.

Use it to benchmark a fund against its peers (compare returns.y3 from /funds/{code} with avgRet3y here) or to discover the exact subCategory strings /funds accepts.

Request

curl -H "X-Api-Key: $WT_KEY" https://wealthticker.in/api/v1/categories

Response 200

{
  "data": [
    {
      "category": "Debt",
      "subCategory": "10-year Constant Maturity Gilt Fund",
      "fundCount": 5,
      "avgRet1m": -1.78, "avgRet3m": -2.35, "avgRet6m": 0.73,
      "avgRet1y": 1.33, "avgRet3y": 6.61, "avgRet5y": null,
      "avgExpenseRatio": 0.3,
      "n1y": 5, "n3y": 5, "n5y": 4, "nTer": 5
    },
    {
      "category": "Debt",
      "subCategory": "Banking and PSU Fund",
      "fundCount": 20,
      "avgRet1m": -0.1, "avgRet3m": 0.52, "avgRet6m": 2.47,
      "avgRet1y": 4.39, "avgRet3y": 7.01, "avgRet5y": 6.24,
      "avgExpenseRatio": 0.34,
      "n1y": 20, "n3y": 19, "n5y": 17, "nTer": 20
    },
    … 54 more sub-categories
  ],
  "meta": { "navDate": "2026-10-14" }
}

Fields

category · subCategory

Broad bucket and the SEBI sub-category name — pass subCategory straight to /funds.

fundCount

Schemes in the average (one per family).

avgRet1m … avgRet5y

Peer averages in %: absolute under a year, CAGR from 1Y. null when no fund in the cohort reaches the window.

avgExpenseRatio

Average Direct-plan TER, % p.a.

n1y · n3y · n5y · nTer

How many funds each average is over — a 5Y average over three funds deserves less trust than one over sixty.

meta.navDate

The NAV date the returns are measured to.

Every AMC with schemes in the universe and the slug /amcs/{slug} takes. The amc string is also what /funds?amc= expects.

Request

curl -H "X-Api-Key: $WT_KEY" https://wealthticker.in/api/v1/amcs

Response 200

{
  "data": [
    { "amc": "360 ONE Mutual Fund", "slug": "360-one" },
    { "amc": "ASK MUTUAL FUND", "slug": "ask" },
    { "amc": "Abakkus Mutual Fund", "slug": "abakkus" },
    …
    { "amc": "HDFC Mutual Fund", "slug": "hdfc" },
    …
  ],
  "meta": { "total": 55 }
}

Fields

data[].amc · slug

Display name as AMFI files it, and its URL-safe slug.

meta.total

Number of fund houses.

Errors

• 403 tier_required — the free plan doesn't include AMC endpoints.

A short profile of the AMC, how many schemes and sub-categories it runs, and its top funds as full fund objects — ranked the way the site's AMC page ranks them.

Parameters

Request

curl -H "X-Api-Key: $WT_KEY" https://wealthticker.in/api/v1/amcs/hdfc

Response 200

{
  "data": {
    "amc": "HDFC Mutual Fund",
    "slug": "hdfc",
    "about": "HDFC Mutual Fund is run by HDFC Asset Management, part of the HDFC Bank group and listed on the exchanges since 2018. …",
    "website": "https://www.hdfcfund.com/",
    "schemes": 575,
    "subCategories": 42,
    "topFunds": [
      {
        "schemeCode": 150737,
        "schemeName": "HDFC Silver ETF Fund of Fund - Direct Plan - Growth Option",
        "amc": "HDFC Mutual Fund",
        "category": "FoF",
        "subCategory": "FoF Domestic",
        "rating": 4,
        "returns": { "m1": -4.1374, "m3": -0.0644, "m6": -7.8323, "ytd": -4.1079,
                     "y1": 19.6925, "y3": 43.6404, "y5": null, "y10": null, "inception": 38.1338 },
        "risk": { … },
        …
      },
      … 14 more fund objects
    ]
  }
}

Fields

about · website

A one-paragraph profile and the AMC's own site. Either can be null.

schemes · subCategories

Count of scheme codes (every plan/option variant, segregated portfolios excluded) and of distinct SEBI sub-categories.

topFunds[]

Fund objects, as described above.

Errors

• 403 tier_required
• 404 not_found — no such slug; list them via /amcs.

Up to eight peers ranked by how much of their stock book they share with the fund — the "am I buying the same thing twice?" check. Overlap is measured on the equity sleeves of both funds, renormalised to 100, so a multi-asset fund with a Nifty-like 37% equity sleeve can show a high overlapPct; equityPct is reported alongside so you can scale it back.

Candidates are Direct Growth rows only (so each scheme appears once), the fund's own plan/option twins are excluded, and the list is empty for a fund with no disclosed equity book (debt, liquid, or a house WealthTicker doesn't read yet).

Parameters

Request

curl -H "X-Api-Key: $WT_KEY" https://wealthticker.in/api/v1/funds/120716/overlap

Response 200

{
  "data": [
    {
      "schemeCode": 151471,
      "schemeName": "NAVI ELSS TAX SAVER NIFTY50 INDEX FUND - Direct Plan - GROWTH",
      "amc": "Navi Mutual Fund",
      "subCategory": "ELSS",
      "overlapPct": 100,
      "equityPct": 100,
      "rating": 2,
      "expenseRatio": null,
      "ret3y": 5.5858,
      "p90": null
    },
    {
      "schemeCode": 118482,
      "schemeName": "BANDHAN Nifty 50 Index Fund - Direct Plan - Growth",
      "amc": "Bandhan Mutual Fund",
      "subCategory": "Index Funds",
      "overlapPct": 99.99,
      "equityPct": 100,
      "rating": 3,
      "expenseRatio": 0.16,
      "ret3y": 5.7996,
      "p90": null
    },
    … up to 8 peers
  ]
}

Fields

overlapPct

Shared weight between the two equity books, %, on renormalised sleeves.

equityPct

How much of the peer's whole portfolio is equity at all. overlapPct × equityPct / 100 is the share of your money that would truly duplicate.

p90

The 90th-percentile overlap WealthTicker has measured between funds of these two sub-categories, when it has a published distribution. null means no distribution, not "fine".

rating · expenseRatio · ret3y

Pulled from the peer's fund object for a quick swap decision.

Errors

• 403 tier_required — Pro only.
• 404 not_found

Trailing returns (1M to 10Y and since inception) and calendar-year returns for the fund and its benchmark over the SAME windows — every window ends on the fund's latest NAV and the since-inception window starts the index on the fund's first NAV day, so the two spans never differ. excess is the fund minus the index in percentage points.

The benchmark is the one every figure on the site uses: a total-return index in rupees where a daily yield is published (Nifty 50 TRI, Nifty Smallcap 50 TRI, 46 NSE indices in all); the Sensex and the US pair are price indices and are labelled so. Funds with no equity-style benchmark (debt, liquid, arbitrage) answer benchmark: null, with the fund's own returns and null index columns.

Parameters

Request

curl -H "X-Api-Key: $WT_KEY" https://wealthticker.in/api/v1/funds/120716/benchmark

Response 200

{
  "data": {
    "schemeCode": 120716,
    "schemeName": "UTI Nifty 50 Index Fund - Direct Plan - Growth",
    "asOf": "2026-10-13",
    "benchmark": { "key": "nifty50", "name": "Nifty 50 TRI" },
    "trailing": [
      { "period": "1m",    "fund": -2.9118, "benchmark": -2.7823, "excess": -0.1295 },
      { "period": "3m",    "fund": -5.9654, "benchmark": -5.8596, "excess": -0.1058 },
      { "period": "6m",    "fund": -4.0046, "benchmark": -4.097,  "excess":  0.0924 },
      { "period": "ytd",   "fund": -12.358, "benchmark": -12.1694, "excess": -0.1886 },
      { "period": "1y",    "fund": -9.113,  "benchmark": -8.7729, "excess": -0.3401 },
      { "period": "3y",    "fund": 5.7831,  "benchmark": 6.129,   "excess": -0.3459 },
      { "period": "5y",    "fund": 5.5895,  "benchmark": 5.9421,  "excess": -0.3526 },
      { "period": "10y",   "fund": 11.2858, "benchmark": 11.6392, "excess": -0.3534 },
      { "period": "incep", "fund": 11.1256, "benchmark": 11.5955, "excess": -0.4699 }
    ],
    "calendarYears": [
      { "year": 2026, "partial": true,  "fund": -12.36, "benchmark": -12.17, "excess": -0.19 },
      { "year": 2025, "partial": false, "fund": 11.68,  "benchmark": 11.97,  "excess": -0.29 },
      … back to 2015
    ],
    "ratios": { "alpha": -0.33, "beta": 0.999, "rSquared": 0.9994, "trackingError": 0.337,
                "infoRatio": -1.036, "upCapture": 99.04, "downCapture": 100.79 }
  }
}

Fields

asOf

The fund's latest NAV date; every window ends here.

benchmark.key · name

Stable identifier and the display label ("TRI" marks total-return).

trailing[]

period is one of 1m, 3m, 6m, ytd, 1y, 3y, 5y, 10y, incep. fund and benchmark are % (absolute under a year, CAGR from 1Y); a side that can't cover the window is null, and so is excess.

calendarYears[]

Newest first, up to 12 years. partial is true for the current year and the inception year, where the window covers only part of the year.

ratios

The stored trailing-3Y benchmark-relative statistics: alpha (annualised %), beta, rSquared, trackingError (annualised %), infoRatio, upCapture and downCapture (%). Any can be null.

Errors

• 403 tier_required — Pro only.
• 404 not_found — no such scheme or no NAV history yet.

Every line of the scheme's portfolio from the fund house's own SEBI monthly portfolio disclosure: name, ISIN, industry or credit rating, asset class, quantity, market value and % of NAV — plus sector and asset-class splits computed from those rows, the disclosure's as-on date, and the file it was read from.

Served only from that filing. A scheme whose house WealthTicker doesn't parse yet answers available: false rather than a partial or derived book — never guess a portfolio from a sibling fund.

Parameters

Request

curl -H "X-Api-Key: $WT_KEY" https://wealthticker.in/api/v1/funds/120716/portfolio-stats

Response 200

{
  "data": {
    "available": true,
    "asOf": "2026-09-30",
    "source": {
      "type": "amc-monthly-portfolio-disclosure",
      "amc": "UTI Mutual Fund",
      "url": "https://d3ce1o48hc5oli.cloudfront.net/utimf-job/portfolio/monthly-schemewise/NI_September_2026.xlsx"
    },
    "holdings": [
      { "name": "HDFC BANK LIMITED", "isin": "INE040A01034", "industry": "Banks", "assetClass": "equity",
        "percentOfNav": 10.38, "marketValueLakh": 291362.88, "quantity": 41112302 },
      { "name": "ICICI BANK LTD", "isin": "INE090A01021", "industry": "Banks", "assetClass": "equity",
        "percentOfNav": 9.05, "marketValueLakh": 254097.27, "quantity": 19225034 },
      … 49 more rows
    ],
    "sectors": [
      { "name": "Banks", "percent": 29.52 },
      { "name": "Petroleum Products", "percent": 7.59 },
      { "name": "IT - Software", "percent": 7.53 },
      … 23 more
    ],
    "assetAllocation": [
      { "name": "Equity", "percent": 100.05 },
      { "name": "Cash & Equivalents", "percent": -0.04 }
    ]
  }
}

// A house WealthTicker doesn't read yet:
{ "data": { "available": false, "holdings": null, "sectors": null, "assetAllocation": null, "asOf": null, "source": null } }

Fields

available

false → every other field is null. Check this first.

asOf · source

The disclosure's as-on date (month-end) and where it came from: type is always amc-monthly-portfolio-disclosure, amc the house, url the file.

holdings[]

assetClass is equity, debt, cash, derivative or other. industry carries the sector for equity rows and the rating ("CRISIL AAA", "SOV"…) for debt rows. percentOfNav is the AMC's own weight; marketValueLakh is ₹ lakh; quantity is units/shares held, null where the AMC omits it.

sectors[]

Equity rows grouped by industry, % of NAV, largest first. null when there are no equity rows.

assetAllocation[]

Equity / Debt / Cash & equivalents / Other, % of NAV, summing to the AMC's own 100 (a negative Cash figure is net payables, kept so the sum stays honest).

Errors

• 403 tier_required — Pro only.
• 404 not_found

SEBI's SIF category (launched 2025: long-short equity, hybrid long-short, sectoral rotation…) lives outside AMFI's NAVAll feed and so outside /funds. This lists every strategy once, on its primary variant (Direct Growth where it exists), with NAV and returns computed from the series. variants counts how many plan/option variants the strategy has; /sif/{id} lists them.

Request

curl -H "X-Api-Key: $WT_KEY" https://wealthticker.in/api/v1/sif

Response 200

{
  "data": [
    {
      "id": "SIF-120",
      "sifId": 47,
      "sif": "Altiva SIF",
      "schemeName": "Altiva Equity Ex- Top 100 Long - Short Fund - Direct Plan - Growth",
      "strategyName": "Altiva Equity Ex-Top 100 Long-Short Fund",
      "category": "Equity",
      "strategy": "Equity Ex-Top 100 Long-Short Fund",
      "plan": "Direct",
      "option": "Growth",
      "isinGrowth": "INF754K30094",
      "isinReinvest": null,
      "latestNav": 10.7319,
      "navDate": "2026-10-13",
      "inceptionDate": "2026-06-10",
      "returns": { "m1": -2.8699, "m3": -1.9273, "m6": null, "inception": 7.6506 },
      "risk": { "volatility": 13.7682, "maxDrawdown": -7.3518 },
      "variants": 4
    },
    { "id": "SIF-155", "strategyName": "Apex Equity Ex-Top 100 Long-Short Fund", …, "variants": 2 },
    … 32 more strategies
  ],
  "meta": { "total": 34 }
}

Fields

id · sifId · sif

AMFI's scheme id ("SIF-120"; paths accept the bare number too), the numeric id of the SIF house, and the house's name ("qsif", "Altiva"…).

schemeName · strategyName · category · strategy

The variant's full name, the strategy it belongs to, SEBI's category (Equity / Debt / Hybrid) and strategy type (e.g. Equity Long-Short).

returns.m1 · m3 · m6 · inception

Absolute % under a year, CAGR since inception once past it. No 1Y+ windows yet — the category is too young.

risk.volatility · maxDrawdown

Annualised % over the series held, and the worst fall as a negative %.

variants

Number of plan/option variants (a count here; the full rows on /sif/{id}).

Errors

• 403 tier_required — Pro only.

The same fields as a /sif row, plus variants: the strategy's other plans and options as full identity rows (no returns — fetch /sif/{id} for the one you want).

Parameters

Request

curl -H "X-Api-Key: $WT_KEY" https://wealthticker.in/api/v1/sif/SIF-1

Response 200

{
  "data": {
    "id": "SIF-1",
    "sifId": 13,
    "sif": "qsif SIF",
    "schemeName": "qsif Equity Long Short Fund - Growth Option - Direct Plan",
    "strategyName": "qsif Equity Long Short Fund",
    "category": "Equity",
    "strategy": "Equity Long-Short Fund",
    "plan": "Direct",
    "option": "Growth",
    "isinGrowth": "INF966L30019",
    "isinReinvest": null,
    "latestNav": 11.0157,
    "navDate": "2026-10-13",
    "inceptionDate": "2025-10-08",
    "returns": { "m1": -0.3519, "m3": -1.0145, "m6": 15.2342, "inception": 9.9617 },
    "risk": { "volatility": 11.1795, "maxDrawdown": -12.3964 },
    "variants": [
      { "id": "SIF-2", "sifId": 13, "sif": "qsif SIF",
        "schemeName": "qsif Equity Long Short Fund - IDCW Option - Direct Plan",
        "strategyName": "qsif Equity Long Short Fund", "category": "Equity", "strategy": "Equity Long-Short Fund",
        "plan": "Direct", "option": "IDCW",
        "isinGrowth": "INF966L30035", "isinReinvest": "INF966L30043",
        "latestNav": 11.0157, "navDate": "2026-10-13" },
      { "id": "SIF-3", …, "plan": "Regular", "option": "Growth", "latestNav": 10.8542, … },
      …
    ]
  }
}

Errors

• 400 invalid_id — must be SIF-<n> or <n>.
• 403 tier_required — Pro only.
• 404 not_found

Same shape as /funds/{code}/nav. The whole series is always served — SIFs launched in 2025, so there is no depth to tier.

Parameters

Request

curl -H "X-Api-Key: $WT_KEY" "https://wealthticker.in/api/v1/sif/1/nav?from=2026-10-01"

Response 200

{
  "data": [
    { "date": "2026-10-01", "nav": 10.9722 },
    { "date": "2026-10-05", "nav": 10.9942 },
    { "date": "2026-10-06", "nav": 11.0554 },
    …
  ],
  "meta": { "id": "SIF-1", "points": 8, "from": "2026-10-01", "to": "2026-10-13" }
}

Errors

• 400 invalid_id · 400 invalid_date
• 403 tier_required — Pro only.
• 404 not_found — no NAV history for this SIF.