How to Track Your Mutual Fund Investments

It’s easy to get overwhelmed by the overload of information freely available on the internet, so it’s important to know where to start. This is where a financial advisor plays a crucial role. They can accompany you on your investment journey to help you monitor your investment portfolio and, at the same time, offer you sound financial advice. Additionally, the CAS or Consolidated Statement of Account is issued on a monthly basis which provides a consolidated view and valuation of all your mutual fund investments across all fund houses for the folios/accounts in which holders units are identical and a financial transaction was carried out during a month. , under your PAN number. Investors with investments in money market funds and holding securities in a Demat account will receive a single consolidated account statement (CAS) from the custodian.

However, it is interesting to note that the convenience of transacting online with just one click has also entered the financial services space. You can now track your investments yourself, thanks to the various apps and portfolio trackers available, allowing a hassle-free and safe view of your investments. You can also visit the CMA websites to see the current performance of your investments.

Remember that however you choose to track your investments; it is prudent to review your portfolio at regular intervals to check whether it meets your financial goals and is in line with your risk appetite and investment schedule. Also, it is important to keep your bank and personal or KYC details up to date with the fund house.

An engaging initiative for investors is available from the Association of Mutual Funds in India (AMFI), through the “Track your MF Investments using Fund Fact Sheets” on the AMFI’s website. AMFI. You can refer to the links there, for detailed information on the different asset management companies (AMC).

An investor education initiative.

Visit to learn more about the process to complete a unique know-your-client (KYC) requirement for investing in mutual funds. Investors should only deal with registered mutual funds, details of which can be checked on the SEBI website For questions, complaints and grievance redress, investors may contact the AMCs and/or Investor Relations Officers. Moreover, investors can also lodge complaints on if they are not satisfied with the resolutions given by the AMCs. The SCORES portal allows you to file your complaint online with SEBI and then view its status.

Investments in mutual funds are subject to market risk, read all plan documents carefully.

Dolores W. Simon