How to get Mutual Fund Consolidated Account Statement / Capital Gains Statement Online?

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  • ETMONEY says:

    Hi, Sreekanth

    We’ve recently added a new feature in our app that allows a mutual fund investor to get a consolidated capital gain statement. Additionally, it also gives an estimated tax liability. You readers may find it helpful.

  • yashpal singh rana says:

    Dear sreekanth ,how to proceed if calculation in capital gain statement are not correct,as per indexation rule,now base year is 2001-2002-100,105,109,113,117,122,129,137,148,,167,184,200,220,240,254,264,272,280 .i am calculating according to this,but amc ,s figure is inflated.can you plse guide

  • Rajarshi Dey says:


    Thank you for this blog, this is extremely informative for first-time investors. I have a basic question, when I log in through my CAMS account I can see all in my investment in it. But not all are under CAMS some are under KARVY, I’m not asking for a consolidated statement but rather a place to view all my investments which are under KARVY (most of them are direct investments). Like CAMS provides one window to view all my investments which are under it.

    Thank you.

    • Dear Rajarshi,
      In case you are investing in Direct plans through respective fund house websites, you may create a dummy MF portfolio by adding your Schemes’ details on or economictimes portals etc., and can track them. They also have mobile APPs.

  • Saurabh says:

    Hi Sreekanth,
    It is always said that invest in mutual funds when market is down. So from where I can check that market is down or up? And what exactly I need to check to confirm this?


    • Dear Saurabh,
      You may kindly go through this article, can be useful to you!

      • Saurabh says:

        Hi Sreekanth,

        Thank you.Ok I read the whole article. So I am giving here example of fund “L&T Emerging Businesses Fund – Direct Plan (G)”

        Its benchmark is S&P BSE SMALLCAP.


        Simple moving averages:
        30 Days:15802 50Days:15722 150Days:14809 200Days:14157


        So here current benchmark index is 15646 which is more than 200DMA i.e. 14157. So means its not a good time to invest in this fund?
        Or the current benchmark index is more than 200DMA but less than 50DMA. So can we say it not perfect time to invest in this MF but still its ok as the current index is less than 50DMA?

        Plz let me know if I am on the right path or going in wrong direction?

        • Dear Saurabh,
          Your understanding of the concept is correct.
          When to invest? – Its your choice and decision.
          Why 200 DMA? It gives us a rough idea about the movements of charts for around 1 year.
          May be, SIP + lump sum investment based on DMAs can be a better strategy.

  • Dear Sreekanth,

    I had invested online in various mutual funds using their website. Recently I downloaded myCAMS android app and I find all the funds in it and there is option to invest/redeem through the myCAMS app.

    I would like to know whether there is any difference between invest/redeem from the mutual fund website and myCAMS app. I mean is there any charge by myCAMS? and other conditions like cut off time and applicable NAV etc.


  • Navneet Kumar Sharma says:


    Thanks for the great article but CAMS Mail back service link is not working. It says page not found

    • Dear Navneet ..I am able to access both the given links of CAMS …

      • Navneet Kumar Sharma says:

        Hi Sreekanth,

        Now I am also able to access CAMS link. Seems like the temporary issue at CAMS site. Thanks! I have another query related to income tax.

        “I am a Software Engineer. I moved from company A to company B in May 2016 and employed in company A from 1/04/2016 – 27/04/2016. My query is in my Full & Final settlement from company A, I received Leave Encashment amount. Is the amount taxable or non-taxable?

        Thanks 🙂

  • Jovy Diaz says:

    Hi Sreekanth,

    How to register or provide an email address to an AXIS MF (KARVY) investment?

    I just realized today, that my AXIS MF has no email registered with them, (probably the bank agent, never included it, when I had enrolled) where they can send the statements or updates to.

    I tried to check Online on this, but for any further requests, they ask for registered email id first, and then the further steps are laid down.

    please advise,

    thanks and much regards,

  • Kiran says:

    Thanks for sharing

  • GS Dhillon says:

    Dear Sree

    your BLOG is not opening on Google Chrome and it displays the following remarks;-

    This site can’t provide a secure connection uses an unsupported protocol.
    Hide details
    The client and server don’t support a common SSL protocol version or cipher suite. This is likely to be caused when the server needs RC4, which is no longer considered secure.

    Kindly get it corrected, so that we can read your BLOG.

    GS Dhillon

  • Anil Sud says:

    How do you get CAS when you do not have many of the MF accounts linked with an email account? Some of the concerned MF accounts are quite old and do not have a linked email A/c.

  • Muthukumaran Subramanian says:

    Thanks Steve. Very useful.

  • Wilson says:

    Thank you very much for your advice Mr. Reddy. Rgds Wilson

  • Ramdas Baghel says:

    very nice!

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