Indian mutual fund search, latest AMFI NAVs, side-by-side comparison and SIP or lumpsum returns.
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Calculate what a one-time (lumpsum) investment in one Indian mutual fund scheme is worth using actual NAVs: units bought at the NAV on the investment date (or the next NAV date), value at the latest NAV or a chosen end date, absolute gain, absolute return and CAGR. Use for 'if I had invested X on date Y' questions. Ignores stamp duty, exit load and tax; can't project future returns.
Amount invested in rupees, e.g. 100000
6-digit AMFI scheme code, e.g. 122639 (from search_mutual_funds)
Investment date in YYYY-MM-DD format
Valuation date (optional; defaults to the latest NAV date) in YYYY-MM-DD format
Calculate what a one-time (lumpsum) investment in one Indian mutual fund scheme is worth using actual NAVs: units bought at the NAV on the investment date (or the next NAV date), value at the latest NAV or a chosen end date, absolute gain, absolute return and CAGR. Use for 'if I had invested X on date Y' questions. Ignores stamp duty, exit load and tax; can't project future returns.
| Argument | Type | Description |
|---|---|---|
| amount* | number | Amount invested in rupees, e.g. 100000 |
| end_date | string | Valuation date (optional; defaults to the latest NAV date) in YYYY-MM-DD format |
| scheme_code* | any | 6-digit AMFI scheme code, e.g. 122639 (from search_mutual_funds) |
| investment_date* | string | Investment date in YYYY-MM-DD format |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"scheme_code",
"amount",
"investment_date"
],
"properties": {
"amount": {
"type": "number",
"maximum": 1000000000,
"minimum": 100,
"description": "Amount invested in rupees, e.g. 100000"
},
"end_date": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "Valuation date (optional; defaults to the latest NAV date) in YYYY-MM-DD format"
},
"scheme_code": {
"anyOf": [
{
"type": "integer",
"maximum": 9007199254740991,
"minimum": -9007199254740991
},
{
"type": "string",
"maxLength": 12,
"minLength": 1
}
],
"description": "6-digit AMFI scheme code, e.g. 122639 (from search_mutual_funds)"
},
"investment_date": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "Investment date in YYYY-MM-DD format"
}
}
}Simulate a monthly SIP in one Indian mutual fund scheme using its actual historical NAVs: each instalment buys units at the NAV on its due date (or the next NAV date after a holiday). Returns the number of instalments, total invested, units, current value, absolute gain and XIRR, plus a year-by-year summary. Supports an optional annual step-up. Use for 'what would my SIP be worth' questions. Ignores stamp duty, exit load and tax; can't project future returns.
| Argument | Type | Description |
|---|---|---|
| end_date | string | Valuation date (optional; defaults to the latest NAV date). No instalments after it in YYYY-MM-DD format |
| start_date* | string | Date of the first instalment; later instalments fall on the same day each month in YYYY-MM-DD format |
| scheme_code* | any | 6-digit AMFI scheme code, e.g. 122639 (from search_mutual_funds) |
| monthly_amount* | number | Monthly SIP amount in rupees, e.g. 10000 |
| annual_step_up_pct | number | Optional yearly increase in the SIP amount, in percent (0 = flat SIP) |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"scheme_code",
"monthly_amount",
"start_date"
],
"properties": {
"end_date": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "Valuation date (optional; defaults to the latest NAV date). No instalments after it in YYYY-MM-DD format"
},
"start_date": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "Date of the first instalment; later instalments fall on the same day each month in YYYY-MM-DD format"
},
"scheme_code": {
"anyOf": [
{
"type": "integer",
"maximum": 9007199254740991,
"minimum": -9007199254740991
},
{
"type": "string",
"maxLength": 12,
"minLength": 1
}
],
"description": "6-digit AMFI scheme code, e.g. 122639 (from search_mutual_funds)"
},
"monthly_amount": {
"type": "number",
"maximum": 10000000,
"minimum": 100,
"description": "Monthly SIP amount in rupees, e.g. 10000"
},
"annual_step_up_pct": {
"type": "number",
"default": 0,
"maximum": 100,
"minimum": 0,
"description": "Optional yearly increase in the SIP amount, in percent (0 = flat SIP)"
}
}
}Compare 2 to 5 Indian mutual fund schemes side by side by AMFI scheme code: latest NAV, category, plan, option, 1M/3M/6M/1Y returns and 3Y/5Y/10Y CAGR, all measured to the same as-of date. Use when the user wants to compare funds' past performance. Flags mixed categories, Direct vs Regular, and IDCW options. It does not rank or recommend funds.
| Argument | Type | Description |
|---|---|---|
| scheme_codes* | array | 2 to 5 AMFI scheme codes |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"scheme_codes"
],
"properties": {
"scheme_codes": {
"type": "array",
"items": {
"anyOf": [
{
"type": "integer",
"maximum": 9007199254740991,
"minimum": -9007199254740991
},
{
"type": "string",
"maxLength": 12,
"minLength": 1
}
],
"description": "6-digit AMFI scheme code, e.g. 122639 (from search_mutual_funds)"
},
"maxItems": 5,
"minItems": 2,
"description": "2 to 5 AMFI scheme codes"
}
}
}Get the latest official NAV and NAV date for one Indian mutual fund scheme by AMFI scheme code, with the previous NAV, 1M/3M/6M/1Y point-to-point returns, 3Y/5Y/10Y CAGR, CAGR since the NAV history starts, 52-week high and low, fund house, category, plan, option and history start date. Use when the user asks for a fund's NAV today or its returns. Returns are computed from NAVs only (before exit load and tax).
| Argument | Type | Description |
|---|---|---|
| scheme_code* | any | 6-digit AMFI scheme code, e.g. 122639 (from search_mutual_funds) |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"scheme_code"
],
"properties": {
"scheme_code": {
"anyOf": [
{
"type": "integer",
"maximum": 9007199254740991,
"minimum": -9007199254740991
},
{
"type": "string",
"maxLength": 12,
"minLength": 1
}
],
"description": "6-digit AMFI scheme code, e.g. 122639 (from search_mutual_funds)"
}
}
}Search Indian mutual fund schemes by fund name, fund house (AMC) or category words and return matching schemes with their AMFI scheme code, plan (Direct or Regular), option (Growth or IDCW), category, latest NAV and NAV date. Use this first to get the scheme code the other tools need. Inactive schemes (closed, matured or merged, with no recent NAV) are hidden unless include_inactive is true. Covers schemes in AMFI's NAV data only.
| Argument | Type | Description |
|---|---|---|
| plan | string | Only Direct or Regular plans; default any |
| limit | integer | Maximum results (1-25) |
| query* | string | Fund name, AMC or keywords, e.g. 'parag parikh flexi cap' or 'axis elss' |
| option | string | Only Growth or IDCW (dividend) options; default any |
| include_inactive | boolean | Include closed, matured or merged schemes |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"query"
],
"properties": {
"plan": {
"enum": [
"direct",
"regular",
"any"
],
"type": "string",
"default": "any",
"description": "Only Direct or Regular plans; default any"
},
"limit": {
"type": "integer",
"default": 10,
"maximum": 25,
"minimum": 1,
"description": "Maximum results (1-25)"
},
"query": {
"type": "string",
"maxLength": 100,
"minLength": 2,
"description": "Fund name, AMC or keywords, e.g. 'parag parikh flexi cap' or 'axis elss'"
},
"option": {
"enum": [
"growth",
"idcw",
"any"
],
"type": "string",
"default": "any",
"description": "Only Growth or IDCW (dividend) options; default any"
},
"include_inactive": {
"type": "boolean",
"default": false,
"description": "Include closed, matured or merged schemes"
}
}
}