Consolidated Account Statement
5paisa Research Team
Last Updated: 10 Jun, 2025 12:32 PM IST

Content
- Introduction
- What is Consolidated Account Statement (CAS)?
- Why is CAS Important for Mutual Fund Investors?
- How To Generate Consolidated Account Statement (CAS) Online?
- What are the Benefits of Consolidated Account Statement (CAS)?
- Disadvantages of a Consolidated Account Statement
- How do AMCs Compute Consolidated Account Statement?
- Examples of Consolidated Accounts
- What are the Contents of a Consolidated Account Statement?
- How to Download Consolidated Account Statement (CAS)?
- Conclusion
Introduction
Investing in various financial instruments can become a challenging task for an individual, especially when they have multiple investments with different Asset Management Companies (AMCs). Managing investments can be tedious and complicated if there is no central repository for all the investments. To address this problem, the Securities and Exchange Board of India (SEBI) introduced the concept of Consolidated Account Statement (CAS) in February 2012.
In this article, we will discuss the meaning of Consolidated Account Statement and its significance in the Indian financial market.
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Frequently Asked Questions
The CAS is issued by the Registrar and Transfer Agent (RTA), such as CAMS or Karvy, based on data received from various Asset Management Companies (AMCs).
CAS can be viewed or generated monthly, quarterly, or annually, depending on investor preference or activity across mutual fund accounts.
CAS includes investor details, investment summaries, transaction history, NAVs, scheme names, bank details, and tax information like PAN and TDS data.
Yes, CAS consolidates all investments across various AMCs under a single PAN, offering a unified view of mutual fund portfolios in one document.