How-to prior FY statement MF archive

How to get mutual fund folio statement for prior FY

From WebNotes, a public knowledge base. Last updated . Reading time ~2 min.

Prior FY statements are accessible via online archives (5-10 years) or AMC archive requests (older). Useful for tax filing, audit, or historical reconciliation.

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Step-by-step procedure

See the procedure infobox above.

See also

External references

References

  1. SEBI (Mutual Funds) Regulations, 1996.
  2. AMFI Best Practice Guidelines on records retention.

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