Melvin Joseph, Investment Adviser || SEBI Registration Number: INA 000000342
www.finvin.in Page 3
How to Get Mutual Funds Statement from CAMS
To check the exit load for redemption of MF
Units, go for portfolio Valuation statement
Click on Consolidated active statement to get
CAMS Mutual Funds account statement
Click on Consolidated account
statement to get CAMS+Karvy
Mutual Funds account statement
Click on Consolidated Realized gains
statement to get CAMS Mutual
Funds LTCG Gains.
Click on Consolidated Grandfathered
statement to get CAMS Mutual Funds
unrealized gains.
Melvin Joseph, Investment Adviser || SEBI Registration Number: INA 000000342
www.finvin.in Page 4
How to Get Mutual Funds Statement from CAMS
Consolidated Active Statement – CAMS MF ONLY
Consolidated Account Statement – CAMS+KARVY
Enter your email id here (Same e-
mail id which has been given to
the fund house for mutual funds
investments)
Pan is optional
Tick on all my
funds
Select the period
Choose your own password
and re-enter the password
Enter your email id here (Same e-
mail id which has been given to
the fund house for mutual funds’
investments)
Pan is optional
Select without zero
balance family
Select summary or
detailed
Type the characters
Click to Submit
Click to Submit
Choose your own password
and re-enter the password
Melvin Joseph, Investment Adviser || SEBI Registration Number: INA 000000342
www.finvin.in Page 5
How to Get Mutual Funds Statement from CAMS
Consolidated Realized Gain- CAMS MF Only
Now includes LTCG on Equity MF
Portfolio Valuation Statement
Select the period
Enter your email id here (Same e-
mail id which has been given to
the fund house for mutual funds
investments)
Pan is optional
Tick on all my
funds
Choose your own password
and re-enter the password
Click to Submit
Enter your email id here (Same e-
mail id which has been given to
the fund house for mutual funds
investments)
Pan is optional
Tick on all my
funds
Choose your own password
and re-enter the password
Click to Submit
Melvin Joseph, Investment Adviser || SEBI Registration Number: INA 000000342
www.finvin.in Page 6
How to Get Mutual Funds Statement from CAMS
Consolidated Statement – Grand-fathered equity
oriented schemes
Units Held for days
Units Held for days
There would not be any exit load on
units held for more than 365 days
Enter your email id here (Same e-
mail id which has been given to
the fund house for mutual funds
investments)
Pan is compulsory
Tick on all my
funds
Choose your own password
and re-enter the password
Click to Submit
Type the characters
