Investing KFin Technologies KFinKart statement

KFinKart statement

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The KFinKart statement is the consolidated mutual fund statement issued by KFin Technologies (formerly Karvy Computershare), covering all AMCs whose Registrar and Transfer Agent (RTA) is KFin. KFin serves approximately one-third of the Indian mutual fund industry by AUM, complementing the CAMS account statement which serves the other two-thirds.

For Indian retail investors, the KFinKart statement and CAMS account statement together provide complete coverage of the industry, and both feed into the broader Consolidated Account Statement (CAS) .

Statement structure

A typical KFinKart statement includes:

  • Investor identification: PAN, name, contact details.
  • Folio details: All folios held at KFin-served AMCs (Axis MF, Kotak MF, Mirae Asset, UTI MF, Bandhan MF, HSBC MF, and most newer-entrant AMCs).
  • Scheme holdings: Units by scheme, current NAV-based value.
  • Transaction history: Buys, sells, switches, SIP/SWP/STP.
  • Tax information: Capital gains for the financial year (when applicable).
  • Dividend / IDCW history.
  • Distributor information: ARN-linked distributor.

How to download

Via KFinKart investor portal

  1. Visit KFinKart (kfinkart.com).
  2. Register or log in using PAN.
  3. Select statement type (account statement, capital gains, transaction history).
  4. Specify date range or fetch all transactions.
  5. Statement emailed to registered email or downloaded as PDF.

Via AMC platforms

Major KFin-served AMCs (Axis Mutual Fund , Kotak Mahindra Mutual Fund , Mirae Asset Mutual Fund , UTI Mutual Fund , Bandhan Mutual Fund ) provide direct access through their investor portals.

Via direct-plan platforms

Zerodha Coin , Groww , Kuvera and others surface KFin-generated statement data alongside CAMS data.

Comparison with CAMS

DimensionKFinKart StatementCAMS Account Statement
CoverageKFin-served AMCsCAMS-served AMCs
Industry share~33%~67%
Notable AMCsAxis, Kotak, Mirae Asset, UTI, Bandhan, HSBCHDFC, ICICI Prudential, SBI, Aditya Birla, Nippon India
PortalKFinKartCAMS Online

Both statements use similar formats; investors with mutual funds across both RTAs need both statements (or use CAS to consolidate).

See also

External references

References

  1. KFin Technologies public documentation.
  2. AMFI Best Practice Guidelines on RTA statements.

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