How to Generate Consolidate Account Statement (CAS) 1. The statement gives a proper insight to the investors about how to track mutual fund performance. The mutual fund statement is an important document as it carries every information regarding sales, purchases and other transactions in a mutual fund. Investors can request for a hard copy as well as a soft copy of CAS once a month for free. It mainly shows the MF investments so far under a single PAN. Ltd.ĬAS gives an investor all the details of his mutual fund transactions. Such investors can get their consolidated account statement of all their mutual fund investments at one place from specific websites- Computer Age Management Services (CAMS) Pvt. Whether, if one has an old mutual fund investment through a distributor, or have invested directly in various schemes and are finding it cumbersome to get their details. Consolidated Account Statements (CAS)Ī consolidated mutual fund account statement means that an investor can see all his MF holdings across fund houses in one statement. Or else, you can get your MF statement directly from that particular AMC's website. If you are investing in different AMCs you can directly get a consolidated mutual fund statement from the CAMS website (Computer Age Management Services). There are two ways to get your mutual fund account statement. It is very similar to your bank account statement that tells you about your savings bank account. It is very important to track your mutual fund account statement as it summarizes your investment trail in that fund. How to Get Mutual Fund Statement? Updated on Aug, 131600 viewsĪ mutual fund statement gives details about your investment. How can I find the statement regarding IDBI mutual fund? Can CAS give me an idea of my KYC status?
Can I get details regarding the switching and merging of funds from the CAS? How do Asset Management Companies provide CAS? Is the Permanent Account Number (PAN) necessary for CAS? Why should you check the mutual fund statement online? Why is it called the consolidated account statement or CAS? Can I get my mutual fund statement online?
MY FOLIO NUMBER CODE
You need to enter the code that is shown below
Select the period for which you need the mutual fund statement How to Generate Consolidate Account Statement (CAS).
0 kommentar(er)
