The information provided by this web site may include certain statements, estimates and projections with respect to the anticipated future performance of any mutual fund. Accordingly, there can be no assurance that such statements, estimates or projections may be realised. The forecast and actual results may vary, and those variations may be material. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment.

  • It should not be regarded as solicitation of business in any jurisdiction including India.
  • Clear can also help you in getting your business registered for Goods & Services Tax Law.
  • If you want to download your account statements from Asset Management Companies for your mutual fund investments, you can do so by logging into CAMSonline.
  • Earlier, checking the mutual fund statement was the only way to find folio number.
  • If you haven’t considered mutual funds as a good investment avenue, then now is the time.

Just upload your form 16, claim your deductions and get your acknowledgment number online. You can efile income tax return on your income from salary, house property, capital gains, business & profession and income from other sources. Further you can also file TDS returns, generate Form-16, use our Tax Calculator software, claim HRA, check refund status and generate rent receipts for Income Tax Filing. Here are some of the most popular ways through which investors can check their mutual fund status with the help of folio number. Even before checking account statements using folio numbers, the primary question is where to locate the folios number.

Instant Access Facility

« SOA space  » – Statement of Account for the folio will be sent through e-mail. Another user might have logged in to this application using same account. It should not be regarded as solicitation of business in any jurisdiction including India. Access to this web site is confirmation that you understand and agree to be bound by all of these terms and conditions. The folio number is a kind of an all-India number and the record are maintained by the registrar based on the folio number.

Prevent Unauthorized Transactions in your demat / trading account Update your Mobile Number/ email Id with your stock broker / Depository Participant. Investors can also track the performance of their mutual fund holdings by visiting the website of the Mutual Fund Registrar, which is the record keeper of the fund. Two of the largest registrars in India are CAMS and Karvy, so most of the large funds will have one of them as their registrar. On the registrar website, you can enter the details of PAN, folio number, and mobile number and the statement is made available. Today, the registrars are also allowing you to consolidated folios across registrars using PAN mapping, and this process is a lot simpler for you. Efiling Income Tax Returns is made easy with Clear platform.

Registration is required for performing financial transactions. No registration is required to perform non-financial transactions. Your Customized page that gives you updates about your portfolio, your transactions, your watchlist and content curated exclusively for you basis your risk appetite.

Mutual Fund Portfolio

Of course, it is always advisable to maintain an online and offline record of all your folio numbers, account numbers, credit card numbers etc for safe and easy access. But even assuming that you have not kept such a record, locating your folio number is quite simple. At the time of application, the column for the folio is left blank. The fund house or the asset management company generates the number only after your first investment.

To open and view the file, you need to provide the password which you had previously created. Moreover, you can also ask for a single folio statement instead of a CAS. No, a folio number is a unique identification number that cannot be changed.

The web site () contains features or services that we offer/propose to offer in due course. This material is for your private information only and is not intended as an offer or solicitation to buy or sell securities. While considering this information as reliable we take no liability or responsibility for individual investment decision based thereon. Yes, a folio number is necessary for the redemption of mutual fund units as it helps to identify the investor’s holdings.

To get your statements, go to the home page, select I am an Existing Investor and click on ‘Get Statements’. Following statements are available – Account Statement, Capital Gains Statement & Smart Statement. Shape your financial Goals with SBI Mutual Fund’s Investment Tools & Calculators. Invest, earn returns and plan for your dreams, anytime, anywhere, with the SBI MF mobile app. It is important for investors as it saves time and effort since these investors do not have to go through the KYC process each time while transacting with the same AMC. Use m-Easy to invest, redeem and switch schemes, through a simple SMS.

Once verified, the service provider will provide details of the funds under your PAN. If the investment is in different AMCs, you must contact the respective fund house. Information on this web site may be updated at any time without prior notice. Information other than those relating specifically to SBI Mutual Fund, and its products is for information purposes only and should not be relied upon as a basis for investment decision.

You only have to register on these websites with your mobile number and PAN card. This facility is available with a condition of ‘One Mobile Number and One Folio Combination’. Only one mobile number can be registered with one folio and vice versa, for the purpose of this Facility.

This information is also used to determine the fees applicable to the investor and the fund they are entitled to. Yes, a folio number is a mandatory requirement for investing in mutual funds, as it is used to track the investor’s investments and transactions. You can use any of the above methods to track your mutual fund status through folio number.

Check Through Consolidated Account Statement:

You can look at the sbi mutual fund statement by folio number fund folio number as almost identical to a bank account number. The AMC will use the folios number as the reference point to check the holdings which are linked to the particular folio number. Yes, an investor can have multiple folio numbers with different mutual funds or AMCs. SBI Mutual Fund does not accept any responsibility for any error or omission or inaccuracy or mistake of any nature or any consequences of the use of the material/information displayed on the site. Each visitor/customer should make an independent evaluation or assessment of the transaction and should consult his/her its own professional advisor.


One of the most efficient ways is to opt for a consolidated statement across registrars. Folio numbers can either be numeric or it can be alphanumeric. However, it could happen that you may create multiple folios in the same AMC over time. In such cases, it is possible to write to the AMC and get the folios consolidated into one single folio number for easier record keeping. Folios or unique folios give an approximate representation of the total number of unique investors in mutual funds, although there could still be duplications.

The site provides comprehensive and real time information on Indian corporates, sectors, financial markets and economy. On the site we feature industry and political leaders, entrepreneurs, and trend setters. The research, personal finance and market tutorial sections are widely followed by students, academia, corporates and investors among others.

What is a Mutual Fund Folio? Let’s Find Out – INDmoney

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In other words, investors cannot register the same mobile number in more than one folio to avail SMS facility. However, it is clarified that other folios may have the same mobile number for receiving normal transaction alerts. Update information registered against your folio with our Digital Non Financial Services. Update your phone number & E-mail ID on the go and digitally submit requests and documents to update other crucial information like bank account or nominees linked to a folio. The data and information provided in the web site is not professional advice and should not be relied upon as such. SBI Mutual Fund makes no warranties of any kind regarding the dependability, accuracy, security, timeliness or availability of the web site, or its products/services mentioned herein.

All you need is your PAN number and Aadhaar to register online. We have recently updated our registration process, we request you to provide your PAN as a onetime requirement. AMCs also offer to call up a particular toll-free number or sent an email from your registered id to get your registered folio number. Investors can easily get a complete list of units invested in a particular AMC instantly by using this folio number as a reference point. To request a Smart Statement please enter your PAN and registered email ID to receive the statement on your email ID. For a normal PDF statement select the radio button and enter your folio number to receive a copy of the statement on your registered email ID.

Taking care of your investments and achieving your dreams is now easy. SBI Mutual Fund presents ‘m-Easy,’ a mobile investment facility which helps you Invest, Redeem and Switch from one scheme to another, via just an SMS. You can now manage your investments from any place, anytime. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully. Many investors happen to invest in funds through an advisor.

Fill the application/KYC form, provide necessary information i.e. name, address, PAN, email address, mobile number, etc. This email address and mobile number will be used for further communication, and can also be used to register for online transaction services. The SBI Mutual Fund online portal is a quick, convenient and efficient tool that lets you carry out and manage your investments online, by offering a host of services and facilities. CAs, experts and businesses can get GST ready with Clear GST software & certification course. Our GST Software helps CAs, tax experts & business to manage returns & invoices in an easy manner. Our Goods & Services Tax course includes tutorial videos, guides and expert assistance to help you in mastering Goods and Services Tax.

If you have made portfolio transactions, you will receive the CAS on or before the 10th day of the following month. Mutual fund statements are important as it summarises your investment trail in that fund. Similar to how a bank account statement shows every transaction you do on a particular bank account.

No worries for refund as the money remains in investor’s account. » If you are not too techno savvy, then the option is to walk into the AMC office and get the statement printed by providing details like folio number and PAN. The AMC will help you to track and know the status of all your investments for that folio. However, if you have MF investments across multiple AMCs, then it is cumbersome as you must approach them separately with respective folios. Earlier, checking the mutual fund statement was the only way to find folio number.

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Register for ‘m-Easy’ by filling in the Registration cum Debit Mandate Form. You can download the form by clicking on the appropriate link below. Submit duly signed application/KYC form, with the cheque and all relevant documents, to any branch of SBI Mutual Fund or point of acceptance. Attach copies of relevant documents and submit them along with a cheque or demand draft of the desired investment amount. Procure application and KYC form from website or any branch of SBI Mutual Fund or empaneled distributor office. Secure and easy digital KYC simplifies the KYC procedure, making it easy for anyone to begin transacting.

Therefore, if the statement gets lost or damaged, investors went through a lot of hassle in getting a new one. There are multiple ways to find or retrieve your folio number, as shown in the table. She has diversified and rich experience in personal finance for more than 5 years. Her previous associations were with asset management companies and investment advising firms. She brings in financial markets subject matter expertise to the team and create easy going investment content for the readers. Some websites like Karvy, CAMS, etc., allow you to check your fund status through a folio number.

Similarly, fund houses as well allot such a number to every mutual fund investor, and it is called the Folio Number. This article covers everything about folio numbers in detail. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The right mutual funds for your long-term goals with inflation-beating growth plus risk management.