Consolidated Account
Statement is a statement in which you can see all your mutual fund investments
across fund houses in one statement. You can get a detailed statement of all
your mutual fund holdings in a given period at one place from the Registrar and
Transfer Agents. In this post, let us take a look at how to get Consolidated
Account Statement for your Mutual Fund investment.
Registrar and Transfer Agents of different Mutual Funds
Registrar and Transfer
Agents are intermediaries who handle the back-office operations of mutual funds.
R&T agents are approved by the Securities and Exchange Board of India
(SEBI). The main R&T agents in India are CAMS, Karvy, and Sundaram BNP
Paribas Fund Services. Most of the mutual fund companies in India have either
CAMS or KARVY as their R&T agents.
Consolidated Account Statement for your Mutual Fund investment
You can get your this statement
for your investment in your inbox directly from CAMS or Karvy. To avail this
service, you need to have your email address registered with your mutual fund. All
the mutual funds will be included in this statement in which your email address
is registered.
If your email address is not
registered with all your mutual funds then register it now to get your statement
in your inbox directly from CAMS or Karvy.
How to get Consolidated Account Statement for your Mutual Fund investment?
Get Consolidated Account Statement of Mutual Funds from CAMS
1. Visit CAMS Investor
Mailback Services here
2. Click on Consolidated Account
Statement - CAMS-Karvy+FTAMIL+SBFS
3. Enter the required
details as shown in the below image. The fields marked with a red star are
mandatory.
4. Click on the “Submit”
tab.
5. Your statement will be
emailed to your registered email id in some time.
Currently, CAMS is
supporting 16 mutual funds. The mutual funds companies serviced by CAMS are as in
the image below.
Get Consolidated Account Statement of Mutual Funds from Karvy
1. Visit Karvy Investor Mailback
Service for Consolidated Statement here
2. Enter the required
details as shown in the image below.
3. Click on the “Submit”
tab.
4. Your statement will be
emailed to your registered email id.
At present, Karvy is
supporting 20 mutual funds. The list of mutual funds companies serviced by Karvy
is given below.
1. Axis Mutual Fund
2. Baroda Pioneer Mutual
Fund
3. BOI AXA Mutual Fund
4. Canara Robeco Mutual Fund
5. DHFL Pramerica Mutual
Fund
6. Edelweiss Mutual Fund
7. Essel Mutual Fund
8. Franklin Templeton Mutual
Funds
9. IDBI Mutual Fund
10. India Bulls Mutual Fund
11. INVESCO Mutual Fund
12. JM Financial Mutual Fund
13. LIC Mutual Fund
14. Mirae Asset Mutual Fund
15. Motilal Oswal Mutual
Fund
16. Principal Mutual Fund
17. Quantum Mutual Fund
18. Reliance Mutual Fund
19. Taurus Mutual Fund
20. UTI Mutual Fund
Get Consolidated Account Statement of Mutual Funds from Sundaram BNP Paribas Fund Services
1. Visit SBFS Investors
Mailback Service for Consolidated Statement here
2. Enter the details as
shown in the image below.
3. Click on the “Submit”
tab.
4. Your statement will be
emailed to your registered email id within one hour.
Currently, Sundaram BNP
Paribas Fund Services is supporting two mutual funds. The names of the mutual
funds are given below.
1. Sundaram Mutual Fund
2. BNP Paribas Mutual Fund
Hope now you are able to get
Consolidated Account Statement for your Mutual Fund Investments from CAMS, Karvy
& Sundaram BNP Paribas Fund Services.
Also read: Benefits of SIP | Advantages of SIP
Also read: What should be the duration of the SIP?
Also read: ELSS (Equity Linked Saving Scheme)
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Good information, Very nice. Thanks for the useful article.
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