morningstar.in APImorningstar.in ↗
Access NAV, expense ratios, star ratings, holdings, risk metrics, and analyst pillar ratings for Indian mutual funds via the Morningstar India API.
curl -X GET 'https://api.parse.bot/scraper/ec82e258-fc0e-4fb4-bf98-edad2c8df9b7/search_funds?query=HDFC' \ -H 'X-API-Key: $PARSE_API_KEY'
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.
| Param | Type | Description |
|---|---|---|
| queryrequired | string | Search keyword (fund name, ticker, or company name) |
{
"type": "object",
"fields": {
"results": "array of objects with id, type, ticker, description, exchange"
},
"sample": {
"data": {
"results": [
{
"id": "F00000PDZ8",
"type": "Fund",
"ticker": "-",
"exchange": "-",
"description": "HDFC Arbitrage Fund -Direct Plan - Growth Option"
},
{
"id": "0P0001E4MF",
"type": "Stock",
"ticker": "HDFCAMC",
"exchange": "NSE",
"description": "HDFC Asset Management Co Ltd"
}
]
},
"status": "success"
}
}About the morningstar.in API
The Morningstar India API covers 7 endpoints for querying Indian mutual funds and stocks, from initial search through detailed analyst analysis. Start with search_funds to resolve a fund name or ticker into a Morningstar fund ID, then call endpoints for NAV and expense ratios, trailing returns, portfolio holdings with sector weights, risk ratings across 3-, 5-, and 10-year windows, and Morningstar analyst pillar ratings.
What the API covers
The API exposes seven endpoints focused on Indian mutual funds listed on Morningstar India. search_funds accepts a keyword—fund name, ticker, or company name—and returns up to 20 results, each with a fund id, type, ticker, description, and exchange. That fund_id (formatted like F00000XXXX) is the key passed to every other endpoint.
Fund data: quotes, performance, and growth
get_fund_overview returns a quote object containing NAV, expenseRatio, inceptionDate, morningstarRating, categoryName, isin, and many additional metadata fields, alongside growth_of_10k series for the fund, its category, and a benchmark index. get_fund_performance goes deeper with trailing_returns that include columnDefs, rows for fund/category/index/percentileRank comparisons, currentValues, and an asOfDate. Both endpoints also return a performance_summary object when available.
Portfolio and holdings
get_fund_portfolio returns asset_allocation broken down into stock, bond, cash, and other buckets with net, long, and short figures plus category comparisons, alongside portfolio_stats with ownership zone scores (scaledSizeScore, scaledStyleScore). For individual positions, get_fund_detailed_portfolio provides an equityHoldingPage with a holdingList that includes securityName, weighting, sector, market value, share count, and holding trend data, plus a holdingSummary with total holding count and top-holding weighting.
Risk and analyst ratings
get_fund_risk_rating returns Morningstar risk and return classification relative to category for 3-, 5-, and 10-year periods (for3Year, for5Year, for10Year), each with riskVsCategory, returnVsCategory, and numberOfFunds. Note that some fund types such as Arbitrage funds may return null risk values. get_fund_morningstar_analysis returns analyst pillar scores for process, people, parent, price, and performance; for funds not eligible for a rating, a reasonMissing object explains why with a title and description.
- Aggregate NAV and expense ratios across fund categories to build an Indian mutual fund comparison tool
- Track trailing return percentile ranks from
get_fund_performanceto screen top-quartile funds in a given category - Pull
growth_of_10kseries fromget_fund_overviewto chart fund vs. benchmark historical growth - Extract
equityHoldingPageholdings data for portfolio overlap analysis across multiple funds - Use
asset_allocationfromget_fund_portfolioto classify funds by equity/debt/cash exposure for risk profiling - Fetch analyst pillar ratings from
get_fund_morningstar_analysisto surface qualitatively rated funds in an advisory platform - Retrieve 3-, 5-, and 10-year
riskVsCategoryscores for quantitative risk-adjusted fund ranking
| Tier | Price | Credits/month | Rate limit |
|---|---|---|---|
| Free | $0/mo | 100 | 5 req/min |
| Hobby | $30/mo | 1,000 | 20 req/min |
| Developer | $100/mo | 5,000 | 250 req/min |
One credit = one API call regardless of which marketplace API you call. Exceeding the rate limit returns a 429 response. Authenticate with the X-API-Key header.
Does Morningstar India have an official developer API?+
What does `get_fund_risk_rating` return, and when might values be null?+
get_fund_risk_rating returns riskVsCategory and returnVsCategory classifications for 3-, 5-, and 10-year periods, along with the number of funds in the category for each window. For certain fund types—Arbitrage funds are documented as one example—risk values may be null rather than a classification string.Does the API return SIP calculators, fund manager bios, or fund house-level data?+
Is historical NAV time-series data available, or only the current NAV?+
quote object from get_fund_overview returns the current NAV. Historical point-in-time NAV series are not a dedicated endpoint. The growth_of_10k arrays provide date/value pairs as a proxy for fund value over time, but are indexed to a 10,000-unit baseline rather than raw NAV. You can fork this API on Parse and revise it to add a dedicated historical NAV endpoint.How are funds identified across endpoints?+
fund_id string in the format F00000XXXX. This ID is returned in the results array from search_funds. The same ID appears in the fund_id field echoed back by each subsequent endpoint response, which can be useful for correlating responses when making multiple parallel requests.