See all your mutual fund investments at one place

See all your mutual fund investments at one place

 

There are many ways to track your investments in mutual funds with PAN numbers. The best way is to download the Consolidated Account Statement (CAS).

NSDL CAS is a single statement of all your investments in the securities market. NSDL CAS includes investments in equity shares, preference shares, mutual funds units, sovereign gold bonds, corporate bonds, debentures, securitized instruments, money market instruments, and government securities held in the demat account.

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It also includes details of your investment in mutual fund units, which are kept in statement or folio form with different mutual fund companies. All investments held in single or joint names with you as the sole/first holder are a part of the NSDL CAS. Source: NDSL

By registering yourself with these websites, it may become easy for you to track all mutual funds with my PAN number.

 

 

 

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