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There are many ways and trading apps available in the market to invest in the stock market and mutual funds. Through which you invest. On the other hand, if we talk only about mutual funds, then there are many investment options available in them. For example, SIP, tax-saving scheme, or lump-sum investment are the main ones. In such a situation, many times investors forget their investments, and they do not know how much money they have invested where. If something like this is happening with you, then this news is for you only. Let us tell you how you can know about your portfolio with the help of just your PAN number.

Why is tracking easy with the PAN number?

PAN number is not only for tax, but also to add all your mutual fund investments in one place. No matter how many funds you have invested in, all the information is available in one place with the help of PAN. This not only makes the accounting of your investment easy, but also makes the calculation of tax and capital gains simple.

Know the complete details of your investment from the CAS report.

Due to SEBI rules and digital technology, now you do not need to go to the website of every fund and log in. With the help of the Consolidated Account Statement (CAS), you can see the information of all mutual fund investments simultaneously with your PAN number. Through this report, you will know when and in which fund you invested. How many units do you have? What is the current value of the investment? Is SIP running or closed, and what is the total return on the investment you have received so far?

How to check the CAS report?

Now that you know about the report, what can be know from it? These can be seen through these steps.

Step-1

Open the website of MF Central, CAMS Online, KFintech, NSDL, or CDSL.

Step-2

Click on Request CAS or View Portfolio.

Step-3

Enter your PAN number, registered email or mobile number, and date of birth if needed.

Step-4

You will get an OTP, enter it, and see your report.

Step-5

If you want, you can see the report once or get it by email every month.

However, sometimes even after this process, your details are not visible. In such a situation, there may be some reasons which the details are not visible. In such a situation, your investment may be linked to another PAN or your KYC is incomplete. In such a situation, you will have to complete eKYC through Aadhaar on the website of CAMS or KFintech. This will update your portfolio.

Easy way to find forgotten investments
SEBI has launched a new platform called MITRA (Mutual fund Investment Tracing and Reclaim Application) in March 2024. If you think that you had made an investment earlier and have forgotten it now, then you can track old investments by entering your PAN number and date of birth on MITRA. This is especially useful for those who have inherited old investments or who invested offline before 2010. They can also check their portfolio with its help.

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