Streamline Your Finances: View All Your Mutual Fund Investments in One Place

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In recent years, with the steady growth of financial literacy and access to financial markets, mutual funds (MFs) have become an incredibly popular option for Indian investors. They often serve as the preferred avenue of investment for individuals seeking to grow their wealth. In fact, according to the Association of Mutual Funds in India, on April 30, 2024, the Assets Under Management (AUM) of the Indian Mutual Fund Industry stood at a monumental ₹57.26 trillion. With the AUM only standing at ₹9.45 trillion on the same date in 2014, we can see that growth during the past decade has been extraordinary.

However, despite the overwhelming growth of mutual funds in India, many individuals find it difficult to successfully track their MF investments. Especially with people investing across asset management companies (AMC) through diverse platforms, effectively monitoring investments can be strenuous. In the face of such a challenge, consolidating your MF holdings can serve as the ideal solution, giving investors a centralized view of their investments and simplifying personal finance management.

In Episode 3 of Mint Money Shots, Neil Borate, Deputy Editor, Mint explains how you can generate a consolidated account statement (CAS) across various platforms to get a comprehensive view of your mutual fund investments. Here are some details below as well, in case you find it easier to read than watch.

To generate a consolidated account statement (CAS) using the NSDL-CAS platform, investors need to follow a few simple steps outlined below.

You need to visit the NSDL-CAS website (nsdlcas.nsdl.com) and subscribe to the eCAS services. Upon subscription, you will receive the CAS statement via email on a monthly basis. You can also