How to Get Your Mutual Fund Statement Online: Step-by-Step Guide

A large number of investors are looking for methods to monitor their investment portfolios accurately, and at the same time, they want to avoid the inconvenience of keeping records. This is the main reason why understanding how to get MF statements online has become so important. Whether you are a new investor or someone managing multiple funds, having your statements in one place makes planning and reviewing your investments much easier.

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Nowadays, the majority of asset management firms have an uncomplicated and effortless digital option on their websites for downloading mutual fund statements. The fastest way generally is via the website of the fund house. You input the email or mobile number associated with your investments, confirm it with an OTP and then receive your statement straight to your inbox. If you have made your investments with that fund house, then this is a great way of transacting. It is neat, easy, and time-saving.

If your funds are spread across different companies, you can use the centralised facility provided by CAMS or KFintech. These platforms allow you to generate a consolidated mutual fund statement for all your folios. You just select the option for a consolidated report, verify your identity, and the full portfolio arrives on your registered email. This makes tracking returns, SIPs, and asset allocation far simpler, especially for long-term planning.

Another approach to view your MF statement online is through apps offered by registrars or fund houses. Such type of apps provide instant access, letting you check transactions, NAV movements, and holdings without waiting for a PDF. While the format may differ slightly, the information remains the same as the official emailed version.

For individuals who prefer regular updates on their investments, you can request monthly or weekly account statements through your fund house or registrar. Staying on top of your mutual funds helps you track your portfolio effectively and make informed financial decisions. With multiple options available—fund house websites, registrar portals, or mobile apps—you can choose the method that fits your convenience.