Here’s a step by step guide to request a CAMS mutual fund statement: go to camsonline.com, choose the statement type, enter your PAN and registered email, set a password for the file and submit, and the PDF reaches your inbox, usually within an hour. CAMS changes its menus from time to time, so the steps below describe the flow and point out where wording differs between sources.
What You Can Request
CAMS issues several kinds of statement, and they’re not the same thing.
- Consolidated account statement (CAS): your holdings and transactions across fund houses, by PAN
- Single folio statement: one folio only, useful for checking a specific scheme
- Capital gains and loss statement: realised gains split into short and long term, for your tax return
- A CAS is a holdings and transaction record, not a gains computation, according to one guide, so don’t use it to file taxes without the capital gains report
What You Need First
A few details make the request go smoothly.
- Your PAN
- The email address registered with your mutual fund folio or KYC
- A password of your choosing to protect the file, which isn’t your email password and is used only to encrypt the attachment
- Your folio number, if you want a single folio statement
Requesting a Consolidated Statement
Follow the steps in order.
- Go to camsonline.com
- Open the statements area. Older guides call it Investor Services, then Mailback Services, and a July 2026 guide says Investors, then Statements. Follow whichever your screen shows
- Select the Consolidated Account Statement option. Older pages label it with the names of several registrars that have since merged into the CAMS and KFintech arrangement
- Choose the statement type, either detailed for full transaction history or summary for current holdings only
- Enter your PAN and registered email address, and pick the period you want
- Set a password for the file and submit
- Open the email when it arrives and use that password to open the PDF
Requesting a Single Folio Statement
Use this if you only need one scheme.
- On the same statements page, pick “Single Folio Account Statement” instead of the consolidated option
- Enter your folio number and the fund house
- Choose the period, email and password, then submit
- Folios held with funds that CAMS doesn’t service won’t appear, so check which registrar your fund house uses
Requesting a Capital Gains Statement
This is the one to request at tax time.
- Go to the capital gain and capital loss statement page on camsonline.com
- Enter your email and PAN, and choose “Email an encrypted attachment” as the delivery option
- Under mutual fund, select All Mutual Funds, then choose the financial year
- Set a password and submit, and the report is emailed to you
- ClearTax’s guide notes you can upload the file when filing, under Income Sources, then Capital Gains
The Combined Option: MFCentral
One platform covers both registrars.
- MFCentral, at mfcentral.com, is a joint platform backed by CAMS and KFintech
- It lets you request a consolidated statement across both registrars in one go, according to Tata Mutual Fund’s guide
- CAMS and KFintech each also offer consolidated statements on their own sites, and a CAS by PAN spans registrars
- If some of your funds use KFintech and you only need holdings, MFCentral saves a second request
How Long It Takes
Expect minutes, not days.
- FundsIndia says the statement arrives within an hour
- Another guide describes receiving it instantly after you submit, so timing varies
- Statements are emailed, so check your spam folder if nothing turns up
- Depository CAS statements, which come monthly after transactions, are a separate service from CDSL and NSDL
Opening the PDF
The password causes more trouble than anything else.
- For a statement requested from CAMS, the password is the one you set during the request
- Depository CAS files use a different password format, often your PAN in capitals plus date of birth, according to guides
- If the file won’t open, check capital letters and whether you’re using the right statement’s password
If Something Goes Wrong
The usual fixes are simple.
- Nothing arrives: check spam, confirm the email matches your folio record and whitelist the sender
- No folios shown: your fund house may use KFintech, so request through that registrar or MFCentral
- Wrong details: update your email with the fund house first, then request again
- Unsure which registrar: request a CAS by PAN, which spans registrars
Staying Safe
Statements contain sensitive data.
- Use only the official CAMS, KFintech and MFCentral sites
- Never share your OTP, and don’t send your PAN to unknown emails offering statements
- Treat the password like any other financial password
FAQs
Q1. How do I request a CAMS statement?
A. Go to camsonline.com, open the statements section, choose the statement type, enter PAN, email and a password, and submit.
Q2. Is the password my email password?
A. No. It’s a password you choose only to encrypt the file CAMS emails you.
Q3. How long does the statement take to arrive?
A. Usually within an hour, though some guides say it can arrive almost instantly.
Q4. What is the difference between a CAS and a capital gains statement?
A. CAS shows holdings and transactions, while a capital gains statement computes realised short- and long-term gains for tax filing.
