Sector Allocation

Retrieve sector-wise allocation data for a specific mutual fund's equity portfolio.

GET/3.0/funds/sector-allocation

Description

This endpoint provides detailed sector allocation breakdown for a mutual fund's equity investments, showing how the fund's equity portfolio is distributed across different economic sectors. This information helps investors understand sector concentration, diversification, and exposure to specific industries.

Request

Authentication

• Type: Bearer Token
• Required: Yes

Parameters

Name	Type	Required	Description	Example
fund_id	string	Yes	The unique identifier of the mutual fund.	FUND123

Response

Success Response (200)

{
  "status": "ok",
  "message": "",
  "data": {
    "fund_id": "FUND123",
    "created": "2024-01-01T10:00:00Z",
    "modified": "2024-01-15T14:30:00Z",
    "frequency": "quarterly",
    "periods": [
      {
        "id": "Q1-2024",
        "label": "Q1 2024",
        "date": "2024-03-31"
      },
      {
        "id": "Q4-2023",
        "label": "Q4 2023",
        "date": "2023-12-31"
      }
    ],
    "rows": [
      {
        "key": "commercial_banks",
        "percent": true,
        "label": "Commercial Banks",
        "unit": "%",
        "heading": false,
        "values": [25.5, 28.2]
      },
      {
        "key": "oil_gas",
        "percent": true,
        "label": "Oil & Gas",
        "unit": "%",
        "heading": false,
        "values": [18.3, 15.8]
      },
      {
        "key": "technology",
        "percent": true,
        "label": "Technology",
        "unit": "%",
        "heading": false,
        "values": [12.7, 14.2]
      },
      {
        "key": "cement",
        "percent": true,
        "label": "Cement",
        "unit": "%",
        "heading": false,
        "values": [8.9, 9.5]
      },
      {
        "key": "fertilizer",
        "percent": true,
        "label": "Fertilizer",
        "unit": "%",
        "heading": false,
        "values": [7.2, 6.8]
      }
    ]
  }
}

Response Fields

Field	Type	Description
fund_id	string	Unique identifier of the fund
created	string	Record creation timestamp (ISO 8601 format)
modified	string	Last modification timestamp (ISO 8601 format)
frequency	string	Update frequency (e.g., "quarterly", "monthly")
periods	object	Array of time periods with allocation data - View
rows	object	Array of sector allocation data rows - View

Period Fields (periods[])

Field	Type	Description
id	string	Unique period identifier
label	string	Human-readable period label
date	string	Period end date (YYYY-MM-DD)

Row Fields (rows[])

Field	Type	Description
key	string	Sector identifier
percent	boolean	Whether values are percentages
label	string	Human-readable sector name
unit	string	Unit of measurement
heading	boolean	Whether this is a heading row
values	array	Array of percentage values corresponding to periods

Error Responses

For detailed Common Error responses, see the Error Handling.

Fund Not Found (200)

{
  "status": "error",
  "message": "No `fund_id` specified"
}

Examples

Get Fund Sector Allocation Data

curl -X GET "https://csapis.com/3.0/funds/sector-allocation?fund_id=FUND123" \
  -H "Authorization: Bearer YOUR_API_TOKEN"

Use Cases

• Sector Analysis: Understand fund exposure to different economic sectors
• Risk Assessment: Evaluate sector concentration and diversification
• Investment Strategy: Compare sector allocation across funds
• Market Timing: Monitor sector rotation strategies
• Performance Attribution: Analyze sector contributions to fund performance