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Tracking your mutual fund investments can get tedious when they are spread across different fund houses, platforms, or banks. Thankfully, investors no longer have to sift through multiple statements or apps to understand their portfolio’s performance. Today, you can easily generate a consolidated mutual fund statement that brings all your mutual fund holdings into one simple, easy-to-read report.
This guide explains how to access your mf statement, what it includes, and how modern tools such as a mutual fund app help you manage all mutual funds in one place.
Table of Content
What Is a Consolidated Mutual Fund Statement?
A consolidated mutual fund statement is a single document that provides a summary of all your mutual fund investments across different Asset Management Companies (AMCs). It includes details such as:
This all-in-one document gives a clear picture of your overall portfolio - regardless of where your investments are held.
Why Do You Need a Consolidated Statement?
Here are some reasons why investors find this tool incredibly useful:
Whether you’re a first-time investor or someone managing multiple folios, a consolidated mutual fund statement simplifies everything.
How to Get Your Consolidated Mutual Fund Statement Online?
There are several methods available today to download mutual fund statement copies across platforms. These include CAMS, KFintech, mutual fund distributor platforms, and mutual fund apps.
1. Through CAMS (Computer Age Management Services)
CAMS is a registrar that handles records for multiple mutual fund houses. To get your mf statement from CAMS:
The report will be sent to your email within minutes. It will cover investments in all fund houses serviced by CAMS.
2. Through KFintech (KFin Technologies Ltd)
Another registrar like CAMS, KFintech provides consolidated reports for the fund houses it services. Here's how:
You will receive your mutual fund statement covering KFintech-handled AMCs.
3. Using MF Central (India’s centralised platform for mutual funds)
MF Central is a unified platform supported by both CAMS and KFintech. It offers a more seamless experience to view and download all in one mutual fund statement.
Steps:
This method is ideal for those who have holdings across both CAMS and KFintech AMCs.
4. Through Your Mutual Fund App
Many investors now use a mutual fund app for convenience. Most mobile apps offer a built-in feature to generate and download mutual fund statement across AMCs. This includes:
These mutual funds mobile apps often allow you to:
The ability to manage all mutual funds in one place makes these apps increasingly popular among young and tech-savvy investors.
What Information is Included in Consolidated Mutual Funds Statement?
A typical consolidated mutual funds statement includes:
It is advisable to verify your PAN, KYC status, and contact details across folios to ensure consistency in your statement.
Benefits of Using Consolidated Mutual Funds Statement
Here’s a summary of the top benefits:
Having your all-in-one mutual fund view helps simplify investment decision-making and improves portfolio hygiene.
SEBI Guidelines on Consolidated Statements
SEBI mandates that fund houses provide account statements periodically to investors. However, consolidated statements can be requested at any time, either for a custom period or on a scheduled basis.
These documents are secure and password-protected (usually with your PAN and birthdate). Always store and share them with caution.
Common Issues and Fixes
Here are a few common issues investors face when trying to access their mf statement, and how to resolve them:
| Issue | Solution |
|---|---|
| Email not registered with AMC | Update your email through KYC process or directly via AMC's website |
| PAN mismatch | Ensure your PAN is correctly linked across all investments |
| Not receiving statement in inbox | Check spam folder or whitelist registrar’s email ID |
| Unable to open PDF | Use the correct password format (often PAN in caps + DOB in DDMMYYYY) |
If problems persist, contact the AMC or the registrar's helpdesk.
Tips for First-Time Investors
Final Thoughts
Managing mutual fund investments doesn't need to be a cumbersome task. With tools like a consolidated mutual fund statement, investors can simplify portfolio management, stay organised, and make better decisions.
Whether you choose to access your report via CAMS, KFintech, MF Central, or a mutual funds mobile app, the process is quick, secure, and effective. It not only saves time but also provides peace of mind knowing that your entire mutual fund universe is visible all in one place.
So, the next time you want to evaluate your investments, rebalance your portfolio, or file your taxes - don’t chase individual statements. Just download mutual fund statement through one of the platforms mentioned above and stay in control of your financial journey.
Disclaimers:
An Investor Education and Awareness Initiative by Tata Mutual Fund
To know more about KYC documentation requirements and procedure for change of address, phone number, bank details etc., please visit: https://www.tatamutualfund.com/deshkarenivesh
Please deal only with registered Mutual Funds, details of which can be verified on the SEBI website under ‘Intermediaries / Market infrastructure institutions.’
All complaints regarding Tata Mutual Fund may be directed to service@tataamc.com and/or https://scores.sebi.gov.in/ (SEBI SCORES portal) and/or https://smartodr.in/login
Nomination is advisable for all folios opened by an individual especially with sole holding as it facilitates as easy transmission process.
*Mutual Fund Investments are subject to market risks, please read all scheme related documents carefully.
