How to Invest & Withdraw
Mutual Fund Statement (CAS)
One consolidated statement across all AMCs and demat.
Updated 27 September 2026 · SEBI rules as of 2026
Issued by
CAMS / KFintech / depositories
How to Invest & WithdrawOverview
The Consolidated Account Statement (CAS) combines all mutual fund folios across AMCs (and demat holdings) linked to your PAN. It is emailed monthly when there are transactions and half-yearly otherwise; you can also download it from CAMS, KFintech or MF Central.
| Particular | Details |
|---|---|
| Issued by | CAMS / KFintech / depositories |
| Frequency | Monthly (with transactions) / half-yearly |
| Shows | Holdings, transactions, costs, commissions |
Uses
- Track all investments
- Tax filing — capital-gain statements
- Check commissions paid in regular plans
- Find lost folios
Frequently asked questions
How do I get CAS?
Request online from CAMS, KFintech or MF Central using your PAN and email.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Information is educational and may change with SEBI / tax rules — verify with the AMC, AMFI or SEBI. FinancePortal is not an investment adviser.