How to get Consolidated Account Statement for your Mutual Fund investment?

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) 

Also read: Debt Mutual Funds | Types of Debt Mutual Funds

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