How to Check Mutual Fund Status with Folio Number 5 Ways

“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.

For registration, scan and upload the duly filled and signed form along with a copy of your bank’s cheque under the service request “mEasy Registration” in Non-Financial Transaction request page. The mandate registration will be done within a period of 30 days and investor can transact soon after the registration confirmation received from AMC. This Facility is currently available for existing KYC complaint Individual investors with ‘Single’ or ‘Anyone / Either or Survivor’ holding. The maximum transaction amount allowed through SMS is restricted to Rs. 1 Crore. This Facility is available with a condition that one mobile number can be registered with one folio and/or one folio can be registered with one mobile number only.

If you purchase multiple schemes from a fund house, the folio number remains the same. Sometimes, the fund house creates different folio numbers under one PAN card. If you forget your folio number, you can always contact the AMC to send your mutual fund statement, which contains the folio number.

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.

Clear can also help you in getting your business registered for Goods & Services Tax Law. Invest online and complete mutual fund transactions in a few simple clicks. After this, you will receive the account statements to your registered email address in an hour. “TRX space ” – Last three transactions processed in the scheme / plan.

Govt. Schemes

The proliferation of bank accounts and cheap and quality internet access has also helped the rapid growth of capital market accounts. What is also visible in the last few years is the rising awareness among investors about the merits of investing in mutual funds and staying put for the long term. It is a simple and effective process and you can do it even online. The two depositories in India, namely, NSDL and CDSL collect and analyse the investment of individuals.

Moreover, the folio number is linked to the PAN card, so there is no need to be worried. Every fund house has its dedicated website as it allows different fund investment options. However, you first need to register yourself with a PAN card, mobile number, email ID and folio number. Thanks to smart websites and smarter apps, investors have become tech savvy and most investors are today investing through online mode.

Learn to Invest

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.

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.

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.

Where do I locate my folio number for a particular AMC?

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.

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.

Who decides and allocates the folio number?

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.

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.

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.

SBI MF Partner – An investment App / Portal for Distributors

The asset management company or AMC is able to make a credible record system of its investors by identifying them with the unique folio number. For registration, scan and upload the duly filled and signed form along with a copy of your bank’s cheque under the service request “mEasy Registration ” in Non-Financial Transaction request page. SBI Mutual Fund will then allocate and provide you a folio number for that particular investment. You will also receive an Account Statement, after the transaction is processed.

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.

It is also easy to settle disputes with the folio number records. It can be quickly obtained from your mutual fund statement or from the fund house or broker. In today’s busy times, account statements are an essential benefit given by banks and financial institutions. With their assistance, you can effortlessly keep track of your investments and costs. For convenience, account statements are either sent to the recorded email address or can be sent through smartphone apps.

• Here are some of the key benefits for investors to have a mutual fund folio number.
• The mandate registration will be done within a period of 30 days and investor can transact soon after the registration confirmation received from AMC.
• Get details of your investments on your registered mobile number and email ID via SMS or Missed Call.
• Therefore, if the statement gets lost or damaged, investors went through a lot of hassle in getting a new one.

That you will not be able to use this facility if your email ID is not registered with us.

Save taxes with Clear by investing in tax saving mutual funds online. Our experts suggest the best funds and you can get high returns by investing directly or through SIP. Download Black by ClearTax App to file returns from your mobile phone.

In an effort to streamline user experience and provide consistent services to all our investors, we will be doing away with Facebook and Twitter Login shortly. We have build a migration flow to help you transition effortlessly. When you transact through SIPs or through lump-sum investments or redemptions, a Mutual Fund Statement is sent to you.