There are a number of ways that Indian Mutual fund investors can avail of electronic account statements from Mutual funds. In my experience , most mutual fund companies respond to emails within 48 hours. However one of the fastest and efficient ways to get an account statement by email is by using camsonline.To avail any of the services at camsonline.com, an investor must have specified an email address when opening his/her account
Computer Age Management Services Pvt. Ltd. (CAMS) offers a comprehensive package of Transaction Processing and Customer Care services to the Mutual Fund industry in India.Currently CAMS provides this comprehensive package of services to 17 Indian Mutual Fund families as service provider.
If you have invested in any of the mutual funds below then you can go to this website for all your service needs. In my opinion the most convenient is the "Mail Back Services" section which allow an investor to get a copy of their account statement , transaction details etc without having to remember the folio number. The investor has to enter the email address which is searched through the AMC's records for a match and then all associated folios are packaged together and sent encrypted to the registered email.
ABN AMRO MUTUAL FUND
AIG MUTUAL FUND
BIRLA MUTUAL FUND
CANBANK MUTUAL FUND
DBS CHOLA MUTUAL FUND
DSP MERRILL LYNCH MUTUAL FUND
FIDELITY MUTUAL FUND
HDFC MUTUAL FUND
HSBC MUTUAL FUND
ING MUTUAL FUND
KOTAK MAHINDRA MUTUAL FUND
LOTUS INDIA MUTUAL FUND
ICICI PRUDENTIAL MUTUAL FUND
SBI MUTUAL FUND
STANDARD CHARTERED MUTUAL FUND
SUNDARAM BNP PARIBAS MUTUAL FUND
TATA MUTUAL FUND
UTI MUTUAL FUND
Mail Back Services
Request Account Statement
1) AMC Name :The first step is to choose the AMC(Asset Management Company) name. This is the name of the mutual fund that you have invested in.
2)Folio Number:Notice that the folio number is not mandatory. if an investor has multiple folio numbers under one AMC;by leaving the folio number blank, CAMS mails out a consolidated account statement for all the folios in that account.
2)Registered email is required and it must be the same that has been specified when opening or servicing the account. This email address is the same where the account statement will be emailed.
3)Delivery Option: The account statement is delivered as an encrypted attachment OR as link to the CAMS server. The latter requires you to enter the user id and password to view the account statement.
Request Transaction Statement
This service provides the transaction history of an investor at an AMC as an excel sheet for reconciliation with an Accounting system.
Consolidated Portfolio Statement
If you have a number of folios in many Mutual Funds,you can use this statement to get the most recent status of your aggregated Portfolio - including other products - emailed back on demand to your registered email address. The emailed Statement contains balances by security, Cost Value, Market Value, period of holding and return on investment.
Investment Performance Statement
This statement provides your Investment Performance, Capital Gains and Income for the current and last Financial Years emailed back on demand to your registered email address.
Statement Delivery Option
If you have registered an email id with your mutual fund investment, you can set the delivery of your account statement by email over here.
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