CAMS vs KFintech CAS: do you need both?
CAMS and KFintech are the two registrars that keep records for India's mutual funds. Each can email you a Consolidated Account Statement (CAS) for the funds you hold under your PAN, so most people only ever need to request one.
Why there are two names
Each fund house uses CAMS or KFintech to keep its investor records. Your SBI fund folios might sit with one registrar and your HDFC folios with the other, which is why people see both names on their statements.
A CAS is the registrars' way of saving you from asking fund house by fund house: one request returns every fund under your PAN.
Do you need a CAS from each?
The CAS requested from CAMS covers funds serviced by KFintech too, and a CAS requested from KFintech covers funds serviced by CAMS. MFCentral, the platform the two registrars run together, also lets you request one. Pick whichever page you find easiest.
If a fund is missing from the statement you received, check that you chose the full period and a detailed statement before you request a second one.
What to pick when you request it
- Statement type: Detailed, so every purchase, SIP instalment and redemption is listed.
- Period: from your first investment (or since inception) to today.
- A password you will remember: the PDF is locked with it.
Use either statement
- 01Request one CASUse the CAMS page (it covers KFintech funds too) and choose a detailed statement since inception.Open the page ↗
- 02Check the fundsOpen the PDF and confirm every fund you expect is listed.
- 03Read it hereChoose the PDF below. It is read in your browser and not uploaded.
Common questions
Is CAMS or KFintech better for a CAS?
Neither gives a different result for the funds under your PAN; both send a consolidated statement. Use whichever request page works for you.
Why did I get a CAS from both CAMS and KFintech?
The registrars send periodic statements on their own to investors whose email is on record, in addition to any you request. They are separate emails, not two different portfolios.
Is a CAS free?
Yes. Requesting a CAS from CAMS, KFintech or MFCentral is free.
Read your CAS in this tab
The PDF is opened by your browser and nothing is uploaded. Close the tab and it's gone.
Ready when you are. It takes about two minutes.
Read my CASArthtome is not a SEBI-registered Investment Adviser or Research Analyst. Data shown is based on the user's CAS and entries, AMFI's public NAV data and NSE's end-of-day prices. For informational and educational purposes only. No buy/sell recommendation. Past performance is not indicative of future returns.