CAS · BY PAN

How to get a statement of all your mutual funds with your PAN

Mutual fund records are tied to your PAN, so one request with your PAN and email returns a statement of the funds you hold across fund houses. It is free and arrives as a password-protected PDF.

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What a PAN-based request returns

The registrars CAMS and KFintech look up every folio linked to the PAN you enter and send one Consolidated Account Statement to the email you give. You do not need to know the folio numbers or fund houses.

What to enter

  • Your PAN.
  • An email address you can open now; the statement is sent there.
  • A password of your choice for the PDF.
  • Statement type Detailed, and a period starting from your first investment.

Using it afterwards

Open the PDF with your password to see each fund, its transactions and your units. Reading it on this site happens in your browser, so the file and your PAN do not leave your device.

Request it by PAN

  1. 01Open the request pageUse the CAMS Consolidated Account Statement page; it covers KFintech funds too.Open the page ↗
  2. 02Enter PAN and emailChoose Detailed, set the period from your first investment, and set a password.
  3. 03Read the PDFIt arrives by email within minutes. Choose it below and enter your password.

Common questions

Can I see all my mutual funds with just my PAN?

Yes, for folios held in statement form. Request a CAS with your PAN and email and it lists them all. Units in a demat account appear in your depository statement instead.

Is it safe to enter my PAN on the request page?

Use the official CAMS, KFintech or MFCentral page and check the web address before you type. Never share your PAN or the PDF password over email or chat.

Why is a fund missing?

Usually the period was too short, a summary statement was chosen, or the fund is held in demat form.

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Detailed CAS from CAMS or KFintech.

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Arthtome 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.