Find folio number how to#
Find folio number update#
Find folio number code#

Please verify with scheme information document before making any investment.With the increasing understanding of financial planning, the folio number has become one of the most known words of late as the investments in equity-linked and equity instruments have increased manifold. However, no guarantees are made regarding correctness of data.

Find folio number code#

You need to enter the code that is shown belowĬlick on submit button to get your statement by e-mailĪll efforts have been made to ensure the information provided here is accurate. Select the period for which you need the mutual fund statement

Find folio number how to#

How to Generate Consolidate Account Statement (CAS)

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. The statement contains details about the entire scheme along with the folio number, etc. Whenever an investor purchases a MF scheme form a mutual fund house, you receive a set of documents via the registered email id and SMS on the phone number. The folio no can be accessed via various means, such as- Mutual Fund Statement So, one can easily track the Portfolio on a regular Basis. With the same folio number, investors can make multiple purchases across asset class and funds within the same fund house. The folio number uniquely identifies fund investors and keep records of information such as contact details, how much money an investor has placed with the fund and transaction history Some of the major benefits of the folio number are:Ī folio number ensures the accuracy of the investorĪ folio number is advantageous to the mutual fund company as it helps them maintain a credible record system for every investor

It helps the fund house to maintain/update records and information about the mutual fund investor from time to time. The folio number is essential for both investor and for a mutual fund company. So, it is important for an investor to keep the folio number safe.

Find folio number update#

With the folio number, one can easily obtain a mutual fund statement or update personal information from the fund house or broker itself. An investor can make multiple purchases by using the same folio number within the same mutual fund. Once an investor purchases a fund, folio number is automatically assigned to by the fund house.

The unique number differs from the fund house to fund house. It is just like a Bank account number with a particular bank. What is Folio Number in Mutual Funds? Updated on J, 22807 viewsĪ folio number is a unique number allotted by the Mutual Fund Company to the investor.

How to Generate Consolidate Account Statement (CAS).