(CAMSOnline) Consolidated Account Statement of Mutual Funds

One of the most important development in Mutual fund space in India is the investor ability to get a consolidated account statement for all investments across different mutual funds. This has proved immensely helpful for investors to track their investments at one place and in a very easy manner.
The best option to get your consolidated statement is through camsonline.

Consolidated Mutual Fund Account Statement through CAMS Online

One can use this service if you have provided your email id while making investment in your folios across different Mutual funds. More importantly, this consolidated statement works for all folis across 4 main mutual fund aggregators - 1) CAMS, 2) Karvy, 3) FTAMIL, 4) SBFS

Here is step by step instructions for getting the consolidated statement:

  1. Go to Consolidated Account Statement Page
  2. Select Statement Type - Summary (Only balances and valuation) vs Detailed (includes transaction details)
  3. Provide your registered email address, optionally enter PAN
  4. Provide a password. Please note that you will need this password to open the pdf file emailed to you by CAMS Online
  5. Press submit

And you should get an email containing your consolidated mutual fund account statement from CAMS ONline.

Category: finance