#Find folio number how to#

As these numbers are digitised, you can access them from anywhere.

Another advantage of this number is that using it will help you avoid the hassles of regular KYC compliances every time you transact with the same AMC.

Therefore, you can easily track and review your portfolio using this number.

Using this folio number, you can easily get an idea about the number of units held at the end of every day.

It easily helps AMCs and regulatory authorities to identify and track every investor. A folio number provides unique identification to every investor.The various benefits of folio numbers are as follows: If you are investing and keeping mutual fund units in a Demat account, these depositories will provide regular consolidated account statements via emails and letters containing information about your mutual fund investments. (CDSL) and National Depository Services Ltd. There are two national depositories in India: Central Depository Services Ltd. The brokerage houses keep track of your investments and will be able to provide timely and reliable information. You can call them or visit their website, enter the portfolio number, and get the required information. The brokerage or intermediary through which you have purchased corresponding mutual funds units can also provide information about your holdings by looking at the folio number. Click on the relevant option and enter your folio number to get all the information about your investments. After logging in to their website, you will need to visit the section relating to mutual fund status. First, you must register and log in to AMC’s website using your credentials. The third way of getting information about mutual fund status is by visiting the official website of the AMC. After verifying your inputs, the AMC will provide all the information about your holdings. AMC’s Customer CareĪnother way of checking mutual fund status is by calling the AMC’s customer care number, where you need to provide PAN as well as the folio number. Apart from this, you can also visit the official website or mobile application of the concerned broker or mutual fund distributor to get all the details by putting in the folio number. Websites of various AMCs allow you to get all the information regarding a mutual fund by using your folio number. Here are several ways of using portfolio numbers for checking mutual fund status: Check Fund Status via Online Mode

#Find folio number how to#

How to Check Mutual Fund Status Using Folio Number? So now that you know the meaning of folio number, let’s discuss ways of checking mutual fund status. It is common to practise getting all the data associated with one or more mutual fund investments using this alphanumeric or numeric identifier.

There can be a separate folio number for every mutual fund investment, or you can also ask for a consolidated folio number from respective asset management companies. Therefore, you will have to furnish it while completing the Know Your Customer (KYC) formalities. Generally, this number is associated with the equivalent Permanent Account Number (PAN) of the investor.Ī PAN is necessary for investing in a mutual fund. Can I have 2 SIPs with the same folio number?Įvery Asset Management Company (AMC) provides a unique folio number to its investors for investments in their fund.Can I withdraw or redeem mutual fund units using folio numbers?.

How long does it take to get a folio number?.

How Does the Allocation of Folio Number Happen?.

How to Check Mutual Fund Status Using Folio Number?.