FundScout

Reviewed Jan 1, 2000.

• tools: 5 tools scanned
• metadata: scanned

No findings.

Tools (5)

• 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.

• get_fund_nav

  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).

• compare_funds

  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.

• calculate_sip_returns

  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.

• calculate_lumpsum_returns

  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.