DiscoverMF for ChatGPT and Claude

DiscoverMF brings its data on Indian mutual funds into ChatGPT and Claude: returns, risk figures, expense ratios, fund size, managers and holdings for about 2,100 funds, which funds hold a company's shares, and each month's changes. The data updates each morning.

Add it

Look for DiscoverMF in the ChatGPT app directory or in Claude's connector directory. To add it by hand as a custom connector, use this address. No account or sign-in is needed.

Things to ask

• Compare Parag Parikh Flexi Cap and HDFC Flexi Cap: returns, costs and how much their holdings overlap.
• Which flexi cap funds have the best 3-year returns?
• Which mutual funds hold the most HDFC Bank?
• Which funds cut their expense ratio this month?

Tools

Every tool only reads DiscoverMF's published data. Each answer gives the date of the data and a link to the matching page on discovermf.com.

• Find a fund (search_funds)
  Find mutual funds by name, fund house or category, up to 10 matches, with each fund's slug (for the other tools), fund house, category, size, expense ratio and 1-, 3- and 5-year returns. Each fund is its Regular plan, Growth option, or the ETF itself.
• Fund details (get_funds)
  Full detail for up to 5 funds a call: returns over 1 month to 10 years and since launch against the benchmark, calendar-year returns, rolling returns, risk figures (volatility, worst fall, Sharpe, Sortino, beta, alpha), expense ratio, fund size, exit load, minimum investment, managers, category rank and the latest portfolio: asset mix, company size split and the top holdings.
• Funds holding a stock (funds_holding_stock)
  Which mutual funds hold a company's shares in their latest portfolios, heaviest first, up to 50: each fund's weight in it and the change since its previous portfolio, and whether the position is new. Index funds and ETFs are included unless you leave them out.
• Rank funds in a category (rank_funds)
  The funds in one category ranked the way the category page ranks them, up to 25: by 1-, 3- (the default) or 5-year return, Sharpe ratio or fund size, highest first, or by volatility or expense ratio, lowest first. Funds without the figure come last.
• Compare funds (compare_funds)
  Two to five funds side by side: returns against their benchmarks, risk figures, expense ratio, size and category rank, plus how much their published portfolios overlap (for each security both hold, the smaller weight, added up) and the largest holdings they have in common.
• Fund categories (list_categories)
  Every fund category (Large Cap, Flexi Cap, Liquid, Gilt and so on) with what it holds in plain words, its number of funds and total size, the average and median returns, typical volatility and expense ratio, and the shares its funds hold most.
• Fund house (get_fund_house)
  A fund house (AMC): its size, number of equity, debt and hybrid funds, oldest fund, and its funds with their category, size, expense ratio and returns, largest first, up to 50. Leave out the name to list the fund houses by size.
• Fund manager (get_fund_manager)
  A fund manager: the fund houses they work at, the money they manage, the funds they run now (up to 50) with the date they took each on, and the funds they ran before.
• Monthly changes (monthly_changes)
  What changed across funds in the latest month: the shares funds bought and sold most (actively managed funds, from their monthly portfolios), expense ratio increases and cuts, and newly launched funds. A month still running is followed by the last complete one.
• Explain a fund term (explain)
  What a mutual fund term means, from DiscoverMF's glossary, with a link: expense ratio, exit load, NAV, CAGR, XIRR, Sharpe ratio, rolling returns, riskometer, ELSS, IDCW, tracking error, YTM and more.

Each detail call covers up to 5 funds, comparisons 2 to 5, rankings stop at 25 rows, other lists at 50, and searches at 10. Calls are rate-limited.

Data, not advice

This is fund data, not investment advice. DiscoverMF does not tell anyone which fund to buy, sell or switch to.

Privacy

The app asks for no personal data and needs no account. Each call is logged with the tool used, what it asked for (such as names, tickers or filters), the network address and client software it came from, and the time. The logs are kept for 90 days, to run the service and to prevent misuse. More in the privacy policy.