Do you find it tough to keep track of all your mutual fund investments? If you are investing in Mutual Funds for some time now, your investments will be spread across AMCs, fund types and registrars and different channels (online platforms like ICICIDirect, brokers or Direct). It takes lots of time and effort to consolidate these scattered investments and get a single portfolio view. Now there is help.
Karvy in collaboration with CAMS has come up with a tool where you can get all your transaction history in almost all Mutual Funds (except for funds whose registrars are other than CAMS & Karvy) just at the click of a button. The tool is available at https://www.karvymfs.com/platformservice/. You can get both summary and detailed (having all transaction details) statement across different period. I tried this out and got a statement in my mailbox within a few minutes of providing the details in the site.
Note-
- The consolidation of statement is done based on the email id provided. So if any folio detail is missing in the statement that means you have not registered your email id against those folios.
- The statement will contains all funds whose registrars are either CAMS or Karvy. Given that these two are registrars for most AMCs in India, this should covers bulk of your mutual fund investments.
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- Equity Investment: Direct or Mutual Fund?
- Mutual Fund: SIP or Lump Sum?
- Mutual Fund: Growth or Dividend?
- Mutual Fund: Diversified or Sectoral?
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