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Foliyo PMS Data

Foliyo v1.0.0

Indian PMS scheme returns.

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Competitor profile

Developer declarations; not independently tested. Listing last checked Nov 4, 2026. Package observed Nov 3, 2026.

Declared capabilities

  • Search India PMS schemes
  • Compare PMS returns versus benchmark
  • Rank top-performing PMS strategies

Cost & access

Read-only factual PMS performance data; it does not process payments or sell financial products.

Declared limitations · 3
  • Refuse personalized investment advice.
  • Refuse account opening or investing on the user's behalf.
  • Refuse money movement.
Onboarding example
Which PMS schemes have the best 3-year returns?

View package source →

Description

From the marketplace listing

Data on India's Portfolio Management Service (PMS) schemes, sourced monthly from APMI. Search strategies by name, portfolio manager or benchmark; see trailing returns from one month to five years and since inception, with the scheme's own benchmark and the gap against it; read fees, minimum investment and estimated sector allocation where available; and rank the top performers by return for the latest month. Returns are net of fees and annualised beyond one year, per SEBI reporting. Holdings and asset mix are not disclosed by PMS schemes, and sector weights, where shown, are AI-estimated and labelled. Factual PMS performance information, not investment advice.

Language: English · Automatically detected from descriptions.

Changes

No changes recorded yet. Follow this plugin to keep track of future changes.

First seen Oct 27, 2026. Last seen Nov 4, 2026.

Keywords

Files & skills

File archives

Plugin package7 files · 25.1 KBBrowse files →

Release notes

Initial release of Foliyo PMS Data: search, trailing returns, benchmark comparison and rankings for India's Portfolio Management Service schemes.

Declared in the saved package. Remote tools may change independently.

Package details

Publisher declarations from the archived package. These are separate from our research and the live service's terms.

Package license
MIT
Package author
Foliyo
Keywords
See keywords
Declared availability
No country restrictions declaredDeclared regions; live availability may differ.
Commerce declaration
Does not support commerceThis does not establish whether access is free or paid.
Review scenarios
5 positive · 3 negativeScenario counts, not test results.

Declared capabilities

  • Search India PMS schemes
  • Compare PMS returns versus benchmark
  • Rank top-performing PMS strategies

Package observed Nov 3, 2026.

Technical details
First seen
Oct 27, 2026 · 06:00 UTC
Last seen
Nov 4, 2026 · 00:00 UTC
Collection status
Collected

plugin_asdk_app_6acfb78503188191b26b499ec6406e9b

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