Foliyo PMS Data

Full facts about one PMS scheme (ID pms:<slug> or exact strategy name): overview (AMC, benchmark, category, minimum investment, managers, launch date, AUM), returns (trailing %, the benchmark, and the gap per window), fees (management, performance, exit load, hurdle), allocation (estimated sector weights where available; holdings and asset mix are not disclosed by PMS), and a written analysis where one exists. Sector weights, and fees and managers for large schemes, can be AI-estimated rather than from APMI, and are labelled.

get_pms_scheme_details

Headline facts and trailing returns for up to 10 named PMS schemes, side by side: AUM, benchmark, minimum investment, the scheme's % returns over 1/3/6 months and 1/2/3/5 years and since inception, the same for its benchmark, and the 3-year gap versus the benchmark. Accepts scheme IDs (pms:<slug>) or exact strategy names. Figures are the latest APMI monthly data, net of fees, annualised beyond one year.

get_pms_schemes

Rank Indian PMS schemes by a performance window (3-year by default, or 1/5-year, since inception, or AUM), optionally within one benchmark or AMC. Ranks only schemes reporting in the latest APMI month with at least ₹25 crore AUM. Returns are net of fees and annualised beyond one year. This lists top performers on the chosen metric for the latest month; it is not a recommendation or "best fund" list — benchmarks differ between schemes, and schemes that stopped reporting are absent.

screen_pms_schemes

Find Indian Portfolio Management Service (PMS) schemes by strategy name, portfolio manager (AMC) or benchmark, returning scheme IDs (pms:<slug>). Filter with amc or benchmark. Returns name, AMC, AUM in ₹ crore, benchmark and the 3-year return; use get_pms_schemes or get_pms_scheme_details for the full picture.

search_pms_schemes