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Here's How You Can Get Capital Gains Statement For Your Mutual fund Investments

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If you invest in Mutual Funds through multiple platforms and wish to obtain a consolidated mutual fund capital gain statement but don't know how? Then you are at the right place. You can get your Mutual fund consolidated capital gain statement from RTAs (Registrar & Transfer Agents) such as KARVY and CAMS. RTAs are SEBI-approved organisations that handle various fund house back office tasks so that they can concentrate on investment management activities.

 

The following methods mentioend belwo are available to investors to access the capital gains statement.

 Here's How You Can Get Capital Gains Statement For Your Mutual fund Investments

Here's how to get the KARVY Capital gains statement for mutual funds:

Step1: First, you have to visit the official Karvy portal & click on 'Mutual fund investor'

Step 2: In case you don't have an account there, you have to make an account.

Step 3: After making an account, you have to click on 'statements & reports', after that you have to select 'capital gains statements.'

Step 4: You have to choose the capital gain consolidated statement option.

Step 5: From the period and mutual fund category dropdown lists, and select "Previous FY" and "All funds." You next need to provide information such as your email address, password, PAN, and the kind of mutual fund.

 

After completing the following steps you will receive the consolidated capital gains statement in your registered email ID.

To get access to CAMS capital gains statement for mutual funds follow these steps:

Step 1: You need to visit the official website of CAMS and accept the terms and conditions.

Step 2: Now, you will select 'statements' and tap on 'capital gain/loss statement.'

Step 3: After this, you have to provide certain details in the required fields. Following this, you have to choose the correct financial year from the 'period' list.

Step 4: You must enter the email address that is linked to your mutual fund account. Now, from the list of fund categories, select "All Funds."

Step 5: To access the capital gain statement through email, you must click on the option to "Email an encrypted attachment" and then set a password.

After receiving the consolidated capital gain statement in your email, to open it you have to enter the password to view the statement.

Capital Gain Statement From Mutual Fund Houses

Investors who use both online and physical venues for investments will receive their capital gains statement from that particular mutual fund house.

In order to see the capital statement, you must first visit the official website of the particular mutual fund company and log in using the necessary information. You must download the capital gains report for mutual funds from the side after successfully logging in. If you have invested in plans provided by numerous mutual fund houses, this will be a time-consuming exercise.

Story first published: Thursday, August 4, 2022, 17:44 [IST]
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