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How to get consolidated mutual fund e-statement online?

How to get consolidated mutual fund e-statement onlineHow to get consolidated mutual fund e-statement online?

If you do regular mutual fund investments, you might be tracking from your mutual fund broker about the mutual fund units. However if you have your mutual fund accounts spanning across multiple mutual fund brokers or if you are directly purchasing mutual fund units from direct plans of mutual fund schemes, it would be difficult for you to have a consolidated statement available online. Do you know that you can get consolidated mutual fund e-statement online?

How to get consolidated mutual fund e-statement online?

There are two ways where you can directly get consolidated mutual fund statement spanning across various mutual fund schemes and various mutual fund companies. You might be investing in TATA mutual funds or ICICI Mutual funds or Franklin Templeton Mutual funds, but you can view consolidated mutual fund statement across such mutual fund companies.

Also read: How mutual fund returns are taxed?

1) Getting consolidated mutual fund statement from camsonline.com

Computer age management services Pvt Ltd is into transactions and processing and customer care services for mutual funds. Here is the process to get mutual fund statement.

  • Visit this link:
  • Enter your registered e-mail ID
  • Enter your PAN no (Optional)
  • Select the period for which you need the mutual fund statement
  • Enter the password
  • Re-enter the password.
  • This is to protect the statement to be sent to your email ID).
  • Click on submit button to get your statement by e-mail

How to get mutual fund e-statement online-cams online

2) Getting consolidated mutual fund statement from karvymfs.com

  • Here is the process to get mutual fund statement from Karvy Mutual funds.
  • Visit this link : https://www.karvymfs.com/platformservice
  • Select Summary statement or detailed statement
  • Select the date up to which you need the statement.
  • Enter your registered e-mail ID
  • Enter your PAN no (Optional)
  • Select the period for which you need the mutual fund statement
  • Enter the password
  • Re-enter the password.
  • This is to protect the statement to be sent to your email ID).
  • Click on submit button to get your statement by e-mail

How to get mutual fund e-statement online-karvymfs online

Please note that consolidated statement from Cams and Karvymfs would get only for the mutual fund houses where they are serving. Some of the mutual fund houses like Sundaram mutual funds are yet to be registered with these service providers.

How to get mutual fund statement from a particular mutual fund house?

You might be investing in various schemes under a mutual fund house like ICICI Pru AMC or TATA Mutual fund AMC. If you would like to get statement from a particular AMC, here is the process for major mutual fund houses.

1) Getting mutual fund statement from SBI Mutual funds

Here is the process:

You would get your statement by email or by courier.

2) Getting mutual fund statement from HDFC Mutual funds

Here is the process:

3) Getting mutual fund statement from ICICI Mutual funds

Here is the process:

  • Visit this link : http://www.icicipruamc.com/AMC_WEB/APP/ASPX/account_statement.aspx?SendOpt=E
  • Enter your mutual fund folio number
  • Enter from and to date for which you need statement
  • Submit

Also read: Top-10 Mutual funds to invest through SIP

4) Getting mutual fund statement from TATA Mutual funds

Here is the process:

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Suresh
How to get consolidated mutual fund e-statement online

The Author

Suresh KP

Suresh KP i.e. me have written 1,500+ articles on this blog. I love doing analysis on various Best Investment Plans like mutual funds, Stocks, IPO's, NCD Bonds, Insurance products. If you like our blog, you can share some of the good articles on your Facebook or Twitter. This would be the BIGGEST gift which you would be giving to us.

8 Comments

Add a Comment
  1. account statement

  2. Dear Suresh

    The password is your own and it's being used to protect the statement which you are going to get. Please correct me if my inderstanding is wrong.

    Regards,

    Renganathan

     

    1. Correct Renganathan. It is correct if you are getting the statement by e-mail. But there is also a process to get online statement (online viewing not thru email PDF) for each and every fund house through CAMS and KarvyMFS. I would update this next week.

  3. nice article but you have not mentioned how does one get password for cams or karvy

    the procedure suggested says you should enter password, but how and from where do we get password ?

    1. Hi Ravi, This part is missed, we would update this in next 2-3 days in the article itself. I do not want to do in hurry and false info.

  4. Hi Suresh,

    You have not posted current interest rates with banks for this month?

    1. Peter, Would do that in the weekend. 

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