How to Get Mutual Funds Statement from CAMS ?

Are you still running behind your mutual fund agent to get mutual funds statement online? Or you are still logging into individual mutual funds website, putting your folio number and getting statement.

My Friend, Saurabh, was chasing his advisor for the Mutual funds statement since last one week. The advisor was continuously delaying it for no reason.  Saurabh wanted to submit this statement for tax deduction under Section 80C (ELSS). Do Saurabh has any option to get mutual funds statement online?

This is not just one issue.

What if you lost the contact number of your mutual fund agent? How will you get your mutual funds statement? What if you want to get your long term/short term capital gains statement? Is there any way to get the consolidated mutual funds statement online if you have invested in mutual funds directly?

Now you can get your mutual funds statement online sitting across in a comfortable chair at home or at your work place. All you need is to update certain basic information in the portal and your statement would be emailed to you almost instantly.

You can get your mutual fund status online through CAMS  portals.

How to Get Mutual Funds Statement from CAMS   – Download Step by Step Process PDF

How to get Mutual Funds Statement Online

Role of CAMS for Mutual Fund Status

CAMS is Registrar & Transfer Agents (R & T agents). R & T agents maintain mutual fund status records on behalf of the mutual fund house, through offices across the country.

Mutual Fund Status through CAMS – Steps to Follow

• Log on to camsonline.com
• Go to Investor Services (On top)
• Then Click on Mailback Services (Left Hand Side- below Overview)( https://www.camsonline.com/InvestorServices/COL_ISMailBackServices.aspx)

Mailback Services

Convenience is just a click away! CAMS Online offers a host of services to manage your mutual funds and other investments. You can now consolidate all your holdings in all Funds serviced by CAMS in one single report – and have it sent to you via e-mail.

• Consolidated ActiveStatement
• Portfolio Valuation Statement
• Consolidated Account Statement – CAMS + CAMSRep (eIA)
• Consolidated Account Statement – CAMS+Karvy+FTAMIL+SBFS
• Consolidated Portfolio Statement – Now with Dividend Payout Summary !!
• Consolidated Realised Gains Statement- Now includes LTCG on Equity Mutual Funds
• Consolidated Statement – Grand-fathered equity oriented schemes
• Consolidated Transaction Details
• Single Folio Account Statement

Consolidated Account Statement – CAMS+Karvy+FTAMIL+SBFS is the statement which you can check once or twice in a month and is the most commonly used statement.

Rest of the statements, you will require at the year end for tax deduction under Section 80C (ELSS)

Mutual Funds Statement Online – Required Fields

• Your Email Id (Email Id should be same as registered in mutual fund form)
• Your PAN Card number (Optional)
• Choose Period (Since inception, last 1 year or last 2 years)
• Enter Password
• Re-Enter Password

You will get a consolidated account statement at your registered email ID in a PDF format which is password protected.

What if my Email Id is not registered or I want to change my Email Id?

In this case, you need to fill a form given on CAMS website and submit it in any CAMS offices.

For change request form- Go to camsonline.com ->Service Request Form-> Non-Financial Transaction Forms

If you are still facing any problem in getting Mutual Funds Statement Online, please feel free to ask any question.