Keep your folio numbers handy and use them whenever you need to generate your account statements or simply check how your mutual fund scheme is performing. Using a single folio number when investing in different schemes of the same AMC makes it easy to track and manage multiple mutual fund investments. Additionally, you can also consolidate multiple folios across registrars by mapping your PAN. On the website, enter your PAN, folio number, and mobile number to get a statement. These are the record keepers of the fund. You can also visit the website of the Mutual Fund Registrar – CAMS and Karvy. You can also walk into the respective AMC office and have a statement printed by giving them your folio number and PAN. To go through the latter route, you need to do a one-time registration on the website. You can check mutual fund status online using the folio number through websites of the AMCs and registrars like CAMS. How to check mutual fund status with folio number? You can walk into any branch of the AMC or the registrar and request your folio number after identifying yourself. You can call the AMCs on their toll-free number or send an email from your registered id requesting your folio number. Toll-free number or registered email ID.This statement contains your folio number. On making a lumpsum investment, transacting through SIP, or making a redemption, the AMC sends you a mutual fund statement. If you have invested in schemes through a broker or a mutual fund distributor, you can find your folio numbers on their websites and mobile applications. Log into your account on the website or mobile application of the R & T agent to find out the folio numbers of your mutual fund investments. If you have invested in mutual fund schemes through Registrar and Transfer agents (R & T Agents), you can get your folio number from them. Log into your mutual fund account on AMC’s website or mobile application and check your folio number. It contains details of all your mutual fund transactions including the folio numbers of every scheme actively running in your name. Your AMC issues a Consolidated Account Statement every month for free. Through the Consolidated Account Statement (CAS).This can be done in various ways as follows: It helps investors make transactions in mutual fund schemes.It allows AMC to check for KYC compliance in your previous fund schemes.It negates the requirement of KYC formalities for further investments.It helps investors check their account statement.Using the same folio number for different schemes of an AMC helps investors track their investments.It allows investors to monitor and access transaction records.It helps AMCs authenticate their investors and maintain their investment records. As such, your folio number will vary across AMCs. When you invest in mutual fund schemes of different AMCs, each one issues a unique folio number for their schemes.In case you have multiple folio numbers in the same AMC and want a single number for easy tracking, you can request the AMC to consolidate your folios into a single folio number. You can either invest with the same folio number or choose a new one for every new investment.
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