search_smallcases
Search and screen smallcase investment portfolios from the public catalog by text, volatility, minimum investment, and more. Filter results by risk band, amount, and sort by popularity, returns, or recency.
Instructions
Search / screen published smallcases from the public catalog.
Returns each smallcase's name, publisher, CAGR, minimum investment, volatility, monthly subscription price, constituent count, and whether it is private (closed to new investors).
Args: query: Case-insensitive text match on name / description / publisher (e.g. "gold", "momentum", "Windmill"). volatility: Filter by risk band: "low", "medium", or "high". min_amount: Only smallcases with minimum investment >= this (INR). max_amount: Only smallcases with minimum investment <= this (INR). sort: One of "popularity" (default), "min_amount", "returns" (by CAGR, high to low), or "recently_rebalanced". limit: Max results to return (1-50). include_private: Also return schemes closed to new investors (marked private=true). Default False shows only open, discoverable ones.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| sort | No | popularity | |
| limit | No | ||
| query | No | ||
| max_amount | No | ||
| min_amount | No | ||
| volatility | No | ||
| include_private | No |