Get Category Analytics

post

https://api.harmoney.in/api/portfolio/category-analytics

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

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Body Params

Request body for POST /api/portfolio/category-analytics.

Mode A — as_of + horizon.
Mode B — start_date + end_date.

instrument_id

string

required

unique_id of the fund being compared to its category.

metrics

array of strings

Defaults to annualised_return,volatility,sharpe,sortino,max_drawdown,beta,treynor,up_capture,down_capture

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

Metrics

trailing_horizons

array of strings

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.

Trailing Horizons

discrete_frequencies

array of strings

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.

Discrete Frequencies

Allowed:

include_aum

boolean

Defaults to false

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_id

string

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_of

date

Mode A: window end

horizon

string

enum

Mode A: window size back from as_of

start_date

date

Mode B: window start

end_date

date

Mode B: window end

Responses

200Successful Response

422Validation Error