Finance Guru Speaks | Beginner's Guide to Trading & Investing: Account Statement

How To Online Generate Nippon (formerly Reliance) Mutual Fund Account Statement?

Finance Guru Speaks: This article will provide UPDATED* Steps on how to generate Nippon Mutual Fund (formerly known as Reliance Mutual Fund) Account Statement Online.

The steps mentioned in the old article How To Online Generate Reliance Mutual Fund Account Statement? are no longer valid as Reliance Mutual Fund is now known as Nippon Mutual Fund.

You need to have a valid email ID registered against your Nippon Mutual Fund Account. You can register your Email ID at the time of Mutual Fund purchase from this Fund house.

If your Email ID is not registered, then kindly visit Nippon MF branches or their Registrar KFintech office to register it.

Here is how you can generate or get your Nippon Mutual Fund Account Statement Online:-

1. Visit Nippon Mutual Fund Home Page by clicking here.

2. As shown below, Under Investor Service section, go to Account Statements -> Get Account Statement:-

Reliance Mutual Fund - Online Account Statement

Click to enlarge - Nippon Mutual Fund - Online Account Statement

3. On the Next Screen, provide Statement Period (From and To Dates), Folio Number, and security Captcha code. Click on SUBMIT button:-

Click to enlarge - Nippon Mutual Fund - Online Account Statement

4. You will get a successful message as below:-

Click to enlarge - Nippon Mutual Fund - Online Account Statement

Congratulations! You have successfully generated your Nippon Mutual Fund Account Statement online and you will receive an Account Statement on your registered Email box within few minutes.

Click to enlarge - Nippon Mutual Fund - Online Account Statement

Images Courtesy: Nippon Mutual Fund Website

Also Read:

How To Check HDFC Mutual Fund Account Balance Using Missed Call?

Finance Guru Speaks: This article will provide you detail on how you can receive HDFC Mutual Fund Account Balance Details on your Mobile & EMail by just giving a Missed Call.

Get HDFC Mutual Fund Account Balance By Missed Call

To avail this feature, you need to be an existing HDFC MF investor and your Mobile No. should be registered in your Folio Account. Additionally, please make sure to get your EMail registered too. By giving a missed call, you can receive your Account Statement over Email as well.

This is how you can receive HDFC Mutual Fund Account Balance Details over SMS and Email by giving a Missed Call:-

Through your registered mobile no., just give a missed call to 08506936767 to get your folio account balance details.

Note: Make sure to use Country Code +91 if you are dialing from Out of India (E.g. +918506936767).

Once you give a missed call, you will receive SMS as shown below:-

Click to enlarge - HDFC Mutual Fund Account Balance on SMS

SMS will provide you details about your Total Mutual Fund Account Balance, Scheme-wise Mutual Fund Names and their respective Balances.

You will also receive your Account statement at your registered email ID for the folio(s).

Congratulations on receiving your HDFC Mutual Fund folio details over SMS and Email using Missed call. 👍

Additional details provided by Fund House in its Website:-

The facility is available only for folio(s) where you hold any units.
The mobile number has to be registered in the folio(s).
For receipt of account statement over Email, the Email ID has to be registered in the folio(s).

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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 - 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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Also Read:

Updated - How To Online Generate DSP Mutual Fund Account Statement?

Finance Guru Speaks: This article will provide you UPDATED* steps on how you can generate your DSP Mutual Fund Account statement online.

The steps mentioned in the old article How To Online Generate DSP BlackRock Mutual Fund Account Statement? are no longer valid due to changes in the Fund house website.

You need to have a valid email ID registered against your DSP Mutual Fund Account. You can register your Email ID at the time of Mutual Fund purchase from this Fund house.

If your Email ID is not registered, then kindly visit DSP Mutual Fund Branches or their Registrar CAMS office to register it.

Here is how you can generate or get your DSP Mutual Fund Account Statement Online:-

1. Visit DSP Mutual Fund Home Page by clicking here.

2. As shown below, Under FOR INVESTORS, click on Account Statement:-

Generate DSP Mutual Fund Account Statement

3. On the Next Page, provide details like your registered Email ID, Folio No. or PAN, Statement Period, etc. and click on SUBMIT button. Here, we are generating the Account Statement using PAN details:-

(Click to enlarge) Generate DSP Mutual Fund Account Statement

Congratulations! You have successfully generated your DSP Mutual Fund Account Statement online and you will receive it on your registered Email box.👍

Generate DSP Mutual Fund Account Statement

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Also Read:

UPDATED - How To Get Sundaram Mutual Fund Account Statement Online?

Finance Guru Speaks: This article will provide you UPDATED* steps on how you can generate your Sundaram Mutual Fund Account statement online. The steps mentioned in the Old Article are no longer valid due to changes in the Fund house website.

You need to have a valid email ID registered against your Sundaram Mutual Fund Account. You can register your Email ID at the time of Mutual Fund purchase from this Fund house.

Here is how you can generate or get your Sundaram Mutual Fund Account Statement Online:-

1. Visit KFINTECH Page by clicking here.

2. As shown below, Click Account Statement by Email / Folio link under Account Statements:-

Click to enlarge - Sundaram Mutual Fund Account Statement

3. In the Next Page, select Based On as Folio, Type as PDF or Excel format, Statement Type as Detailed or Summary, Statement From and To Dates, Select Fund as SUNDARAM MUTUAL FUND, Enter your SUNDARAM Folio No., Password, etc. and click on Submit button as shown below:-

Click to enlarge - Sundaram Mutual Fund Account Statement

Congratulations! You have successfully generated your Sundaram Mutual Fund Account Statement online and you will receive it on your registered Email box.

Sundaram Mutual Fund Account Statement

Also Read:

How To Get Sundaram Mutual Fund Account Statement Online?

NOTE: The Steps mentioned in this article are no longer valid due to changes in the Mutual Fund website. I have written an UPDATED Article to share the new Steps.

Please visit the New Article by clicking here - UPDATED - How To Get Sundaram Mutual Fund Account Statement Online?

You can ignore the below Steps and check the New article link. 🙏

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Finance Guru Speaks: This article will provide you steps on how you can generate your Sundaram Mutual Fund Account statement online.

Here is how you can generate or get your Sundaram Mutual Fund Account Statement Online:-

1. Visit Sundaram MF Home Page by clicking here.

2. As shown below, Click Investor Corner and then REQUEST A STATEMENT link:-

Sundaram Mutual Fund Account Statement

3. In the Next Page, select Statement of Account as the Statement Name:-

Sundaram Mutual Fund Account Statement

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How To Online Generate Invesco Mutual Fund Account Statement?

Finance Guru Speaks: This article will guide on how you can generate Invesco Mutual Fund Account statement online, considering the fact that you are an existing investor of this Fund house?

You are required to have a valid email ID registered against your Invesco Mutual Fund Account. You can register at the time of Mutual Fund purchase from this Fund house or can approach fund house later too.

Steps to generate Invesco Mutual Fund Account Statement Online in 2 Steps:-

1. Visit Invesco Mutual fund Page by clicking here and click on SOA Mailback Services link as shown below :-

Invesco Mutual Fund Account Statement

2. In the Next Page, provide your Folio No., Statement Period and Code as shown below and click on Submit button :-

Invesco Mutual Fund Account Statement

You will receive confirmation message as :-

Invesco Mutual Fund Account Statement

Congratulations! You have successfully generated your Invesco Mutual Fund Account Statement online and you will receive it on your registered Email box.

Remember to open this Account Statement by using your PAN No. in capital letters.

Alternatively, you can also generate consolidated Mutual Fund Statement and can view all the fund house folios statements for a given registered Email ID.

Happy Investing!!

Also Read:

How To Online Generate Tata Mutual Fund Account Statement?

Finance Guru Speaks: This article will guide on how you can generate Tata Mutual Fund Account statement online, considering the fact that you are an existing investor of this Fund house?

You are required to have a valid email ID registered against your Tata Mutual Fund Account. You can register at the time of Mutual Fund purchase from this Fund house or can approach fund house later too.

Steps to generate Tata Mutual Fund Account Statement Online in 2 Steps:-

1. Visit Tata Mutual fund Page by clicking here and click on Apply for an e-Account Statement link as shown below :-

Tata Mutual Fund Account Statement

2. In the Next Page, provide your Name, Folio No., PAN and Statement Period as shown below and click on Submit button :-

Tata Mutual Fund Account Statement

You will receive confirmation message as :-

Tata Mutual Fund Account Statement

Congratulations! You have successfully generated your Tata Mutual Fund Account Statement online and you will receive it on your registered Email box.

Also Read:

How To Get PPFAS Mutual Fund Account Statement Online In 4 Easy Steps?

Finance Guru Speaks: Are you wondering how can you get your PPFAS (Parag Parikh Financial Advisory Services) Mutual Fund Account statement online, considering the fact that you are an existing investor of this Fund house?

You are required to have a valid email ID and Mobile No. registered against your PPFAS Mutual Fund Account. You can register at the time of Mutual Fund purchase from this Fund house.

If your Email ID/Mobile No. is not registered, then kindly visit PPFAS MF branch or their Registrar CAMS office to register it.

Steps to generate PPFAS Mutual Fund Account Statement:-

1. Visit PPFAS Self Invest Page by clicking here.

2. Login to your account by using Folio No. and MPIN.

Note: If you trying to access this website for the first time then click on First Time User to get the MPIN generated:-