I am an ordinary investor in Mutual Fund and have been invested first time in Mutual Fund for tax saving in 2015. As a newbie I have no idea where from buy a Mutual Fund. I have a salary account in Axis Bank and they create a Demat account with salary account. So I have bought Mutual Fund through Axis Direct. Next year my investment in ELSS was diversified in seven Mutual Fund Schemes. All Mutual Fund statements are shown in one place through Axis direct website or App. If you invest Mutual Fund through a broker or distributor, you will see all Mutual Fund Statements in one place.
Little bit interest grew to me about Mutual Fund after invested on it. After doing some research I understood there is two type of Mutual Fund one is direct mutual fund plan which was introduced in January 1, 2013 and another is regular mutual fund plan in which plan I have invested. Example, you want to invested Axis Long Term equity fund scheme and this scheme have two type of plan one is regular and another is direct which have no distributor expenses or trail fees or transaction charges. So investing in direct mutual fund scheme is more profitable than regular plan. So I stopped my investment in regular plan and start investing in direct mutual fund scheme from various mutual fund house website or AMC website like Axis MF, HDFC MF, SBI MF etc.
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Ok, direct mutual fund scheme plan is the best for investing but how do you track all mutual fund statements or their performance. You have to login every AMC website to see Mutual Fund statements that is very difficult to track. Then I have found two very helpful app, one is KTrack and another is myCAMS. I show you how to see all mutual fund statements online through APPs
How to see all mutual fund statements or How to see portfolio of all my mutual fund investment through apps?
Remember, all mutual funds investment should be register with one email id and mobile number. Because Ktrack and MyCAMS can track your investment through email id and mobile number. So you have to invest with a single email id and mobile number and sign up with these apps only with AMC registered email id.
See all mutual fund statements with Ktrack App and My CAMS App.
Step2. Sign up with your registered Email ID and Mobile No.
Step3. Create Log in Id and password.
Step4. Now sign to see all details.
You will see not only all mutual fund statements online but Purchase, Redemption and Switch.
List of mutual given bellow that can be tracked by Ktrack.
1 Axis Mutual Fund. 2 Baroda Pioneer Mutual Fund. 3 BOI AXA Mutual Fund. 4 DHFL Pramerica Mutual Fund. 5 IDBI Mutual Fund. 6 INVESCO Mutual Fund. 7 JM Financial Mutual Fund. 8 LIC Mutual Fund. 9 Mirae Asset Mutual Fund. 10 Motilal Oswal Mutual Fund. 11 Peerless Mutual Fund. 12 Principal Mutual Fund. 13 Quantum Mutual Fund. 14 Taurus Mutual Fund. 15 Canara Robeco Mutual Fund (Redemption and Switch).
List of mutual given bellow that can be tracked by My CAMS.
1.Birla sun life mutual fund 2. DSP blackRock Mutual Fund. 3. HDFC Fund. 4. ICICI Mutual Fund. 5. IDFC Mutual Fund. 6. Kotak Mutual Fund. 7. L&T Mutual Fund. 8. Mahindra Mutual Fund. 9. PPFAS Mutual Fund. 10 SBI Mutual Fund. 10 TATA Mutual Fund.
Apart from 25 mutual fund house you can’t other mutual fund portfolio through these apps. I have one scheme on franklin mutual fund. I unable to see this mutual fund on app based portfolio.
There is another way to see all Mutual Fund Statements or portfolio named Consolidated Account Statement. In this statement you will see all your mutual fund statement. It is brought to you jointly by KARVY, CAMS, FTAMIL and SUNDARAM.
How to get Consolidated Account Statement?
Step2. Select Consolidated Account Statement menu.
Step3. Enter your register email ID.
Step4. Statement will be PDF password protected. So enter password and remember it to open PDF file.
Step5. Submit and you will receive your all Mutual Fund Statement within one hour.
Thank you for reading this article. I am not expert on Mutual Fund and just share my experience. If you think any point to add or any valuable information you have. Please feel free to contact me via comment.