Morningstar via Parse

Morningstar: Get Fund Detailed Portfolio

Get detailed list of fund holdings (stocks, bonds, other) with security names, weightings, sectors, market values, share counts, and holding trends. Returns equity, bond, and other holding pages with individual security details. Access mutual fund data from Morningstar India including fund search, overview, performance, portfolio holdings, risk ratings, and analyst analysis Fulfilled by Parse from morningstar.in.

Morningstar via Parse

Morningstar: Get Fund Morningstar Analysis

Get Morningstar analyst take and pillar ratings (process, people, parent, price, performance). Funds not eligible for ratings will include a reasonMissing object explaining why the fund is not rated. Access mutual fund data from Morningstar India including fund search, overview, performance, portfolio holdings, risk ratings, and analyst analysis Fulfilled by Parse from morningstar.in.

Morningstar via Parse

Morningstar: Get Fund Overview

Get comprehensive overview of a fund including quote details (NAV, expense ratio, inception date, ratings) and growth of 10k data with fund/category/index series. The quote object contains the primary fund metadata including investmentName, isin, nav, categoryName, morningstarRating, inceptionDate, and expenseRatio. Access mutual fund data from Morningstar India including fund search, overview, performance, portfolio holdings, risk ratings, and analyst analysis Fulfilled by Parse from morningstar.in.

Morningstar via Parse

Morningstar: Get Fund Performance

Get historical performance data including yearly returns, category comparisons, percentile ranks, and growth of 10k current values. The trailing_returns object contains a table with yearly returns for fund/category/index and percentile rank data. Access mutual fund data from Morningstar India including fund search, overview, performance, portfolio holdings, risk ratings, and analyst analysis Fulfilled by Parse from morningstar.in.

Morningstar via Parse

Morningstar: Get Fund Portfolio

Get portfolio details including asset allocation (stock/bond/cash/other with net, long, short allocations and category comparisons) and ownership zone data with fund/benchmark/category statistics. Access mutual fund data from Morningstar India including fund search, overview, performance, portfolio holdings, risk ratings, and analyst analysis Fulfilled by Parse from morningstar.in.

Morningstar via Parse

Morningstar: Get Fund Risk Rating

Get Morningstar risk and rating metrics including risk vs category and return vs category for 3-year, 5-year, and 10-year periods. Some fund types (e.g. Arbitrage funds) may have null risk values when insufficient history exists. Access mutual fund data from Morningstar India including fund search, overview, performance, portfolio holdings, risk ratings, and analyst analysis Fulfilled by Parse from morningstar.in.

Morningstar via Parse

Morningstar: Search Funds

Search for mutual funds and stocks by name or ticker on Morningstar India. Returns up to 20 matching results with fund IDs, types, tickers, and exchange information. Use the returned fund ID to fetch detailed data from other endpoints. Access mutual fund data from Morningstar India including fund search, overview, performance, portfolio holdings, risk ratings, and analyst analysis Fulfilled by Parse from morningstar.in.

Morningstar via Parse