#' Amfi India mutual-fund cache
#'
#' @references \url{https://amfiindia.com/}
#'
#' Read the python documentation for information on the data-attributes \url{https://plutopy.readthedocs.io/en/latest/MutualFundsIndia.html}
#'
#' Sample notebook: \url{https://github.com/shyams80/plutons/blob/master/docs-R/MutualFundsIndia.ipynb}
#'
#' @export MutualFundsIndia
#' @exportClass MutualFundsIndia
MutualFundsIndia <- setRefClass('MutualFundsIndia',
fields = c("conn"),
methods = list(
initialize = function(){
.self$conn <- model.common.con.StockViz()
},
Meta = function(){
"Query the meta-data"
return (tbl(.self$conn, 'MF_META2') %>%
select(SCHEME_CODE, AS_OF, BENCH_ORIG, BENCH_NOW, CATEGORY, EXPENSE, EXPENSE_RATIO, TURNOVER_RATIO))
},
AumFundwise = function(){
"Query the fund-wise assets under management (AUM) of different asset managers"
return (tbl(.self$conn, 'MF_FUNDWISE_AUM') %>%
select(PERIOD, FUND, AVG_AUM_WO_FOFD, AVG_AUM_FOFD))
},
AumSchemewise = function(){
"Query the scheme-wise assets under management (AUM) of different asset managers and their 'schemes'"
return (tbl(.self$conn, 'MF_SCHEMEWISE_AUM') %>%
select(PERIOD, SCHEME_CODE = AMFI_CODE, SCHEME_NAME, AVG_AUM_WO_FOFD, AVG_AUM_FOFD))
},
NavTimeSeries = function(){
"Query for the NAVs of different funds"
return (tbl(.self$conn, 'MF_NAV_HISTORY') %>%
select(SCHEME_CODE, SCHEME_NAME, TIME_STAMP = AS_OF, NAV))
},
Portfolio = function(){
"Query for the monthly reported portfolios of different funds"
return (tbl(.self$conn, 'MF_PORTFOLIO_HISTORY') %>%
select(SCHEME_CODE, PORTFOLIO_DATE, INSTRUMENT, INSTRUMENT_TYPE, SYMBOL, NAME, SECTOR, INDUSTRY_BSE, WEIGHTAGE))
}
))
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