Are you still running behind your mutual fund agent to get mutual funds statement online? Or you are still logging into individual mutual funds website, putting your folio number and getting statement.
My Friend, Saurabh, was chasing his advisor for the Mutual funds statement since last one week. The advisor was continuously delaying it for no reason. Saurabh wanted to submit this statement for tax deduction under Section 80C (ELSS). Do Saurabh has any option to get mutual funds statement online?
This is not just one issue.
What if you lost the contact number of your mutual fund agent? How will you get your mutual funds statement? What if you want to get your capital gains statement? Is there any way to get the consolidated mutual funds statement online if you have invested in mutual funds directly?
Now you can get your mutual funds statement online sitting across in a comfortable chair at home or at your work place. All you need is to update certain basic information in the portal and your statement would be emailed to you almost instantly.
You can get your mutual fund status online through CAMS or Karvy portals.
Role of CAMS and KARVY for Mutual Fund Status
CAMS and Karvy are Registrar & Transfer Agents (R & T agents). R & T agents maintain mutual fund status records on behalf of the mutual fund house, through offices across the country.
Mutual Fund Status through CAMS and Karvy – Steps to Follow
- Log on to camsonline.com
- Go to Investor Services (On top)
- Then Click on Mailback Services (Left Hand Side- below Overview)
- Go to CAS – CAMS, Karvy, FTAMIL, SBFS (for Consolidate Statement)
- Click on Portfolio Valuation Statement (CAMS Mutual Funds Only)
- Click on Consolidated Active Statement (CAMS Serviced Funds)
You do not need to visit CAMS and Karvy separately for your consolidated mutual funds statement online.
CAMS, Karvy, FTAMIL and SBFS have come together to provide great convenience to investors by allowing them to see a consolidated view of their portfolio as a Mailback Statement.
Mutual Funds Statement Online – Required Fields
- Your Email Id (Email Id should be same as registered in mutual fund form)
- Your PAN Card number (Optional)
- Choose Period (Since inception, last 1 year or last 2 years)
- Enter Password
- Re-Enter Password
You will get a consolidated account statement at your registered email ID in a PDF format which is password protected.
Details Provided in Consolidated Account Statement of Mutual Funds
- Folio Number
- Name of Scheme
- Unit Balance
- NAV Date
- NAV Value
- Market Value
The problem with this statement is that you do not get to know
- How much you have invested
- What is the percentage of Returns
- If PAN Number has not been entered and you are using same e-mail id for all investment by your family members, all investments will be shown in the investment.
If you want to know the amount invested,market value and percentage of returns on your portfolio, you need to visit CAMS and Karvy separately. As half of the mutual funds are covered by Karvy and another half by CAMS.
What if my Email Id is not registered or I want to change my Email Id?
In this case, you need to fill a form given on CAMS website and submit it in any CAMS offices.
For change request form- Go to camsonline.com ->Service Request Form-> Non-Financial Transaction Forms
If you are still facing any problem in getting Mutual Funds Statement Online, please feel free to ask any question.