How To Download Consolidated Mutual Fund Account Statement Online?



Finance Guru Speaks: This article will provide you UPDATED* steps on how you can download the Consolidated Mutual Fund Account Statement online free of cost. 


NOTE: The steps mentioned in the Old Article - How To Download Consolidated (CAMS+Karvy+FTAMIL+SBFS) Mutual Fund Account Statement Online? are no longer valid due to changes in the CAMS website. Hence, I am writing this new article.


The important guideline is to register your Email ID in all your Mutual Funds accounts so that using this Email ID as an identifier, all your folios statements (of all the mutual fund houses) can be consolidated and downloaded.

Please follow the below steps to download the consolidated Mutual Funds Account Statement:-


     1. Open CAMS Website and accept the Terms & Conditions.

2. Provide details like Statement Type, Statement Period, Folio Listing (to include or exclude zero balance folios), registered Email ID, PAN (not mandatory), and Password to open the PDF statement.

CAMS, KFintech, FTAMIL - Consolidated Mutual Fund Statement
(Click to enlarge) CAMS, KFintech - Consolidated Mutual Fund Statement
 3.      Click on Submit button as shown above.
CAMS, KFintech, FTAMIL - Consolidated Mutual Fund Statement
CAMS, KFintech - Consolidated Mutual Fund Statement

Congratulations!! You have successfully placed your request to receive a Consolidated MF statement in your registered Email ID.

Please check your Email ID. You should have received your Account Statement in PDF format (within 10 mins to few hours) and it can be opened by the Password which you have provided in Step 2. 👍

Images Courtesy: CAMS Website

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2 comments:

  1. Replies
    1. Hi Abhishek,

      Thanks for your comment. The article is updated based on the new CAMS website changes. Thanks.

      Delete

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Finance guru Speaks