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5 Ways to Check Mutual Fund Status with Folio Number

different ways to check mutual fund status with folio number

1. Check Fund Status Through Online Mode:

Individuals mostly prefer investing online these days. Some websites like Karvy, CAMS, etc., allow you to check your fund status through a folio number. You only have to register on these websites with your mobile number and PAN card.

2. Check Fund Status Through AMC Customer Care

You can call the customer care of the respective asset management company to know your mutual fund status. You have to provide details like PAN card and folio number to the service provider. Once verified, the service provider will provide details of the funds under your PAN. If the investment is in different AMCs, you must contact the respective fund house.

3. Check Fund Status from Fund’s Website:

Every fund house has its dedicated website as it allows different fund investment options. Also, you can check the mutual fund status by logging in. However, you first need to register yourself with a PAN card, mobile number, email ID and folio number.

4. Contact Your Broker to Check Status:

Many people invest in mutual funds through a broker/distributor where they have all the details about the client’s investments. The broker can track the mutual fund status through your folio number. You can directly contact your broker to know about your mutual funds status.

5. Check Through Consolidated Account Statement:

The two depositories in India, namely, NSDL and CDSL collect and analyse the investment of individuals. Suppose you own a demat account and invest in mutual funds through it. In that case, the depository sends monthly consolidated account statements through email containing all the details of investments in stocks and mutual funds. This helps to track your mutual fund status.

You can use any of the above methods to track your mutual fund status through folio number. If you purchase multiple schemes from a fund house, the folio number remains the same. Sometimes, the fund house creates different folio numbers under one PAN card. If you forget your folio number, you can always contact the AMC to send your mutual fund statement, which contains the folio number. Moreover, the folio number is linked to the PAN card, so there is no need to be worried.