Statement on WebNotes

CAMS account statement

Mon, 18 May 2026 00:00:00 +0000

The CAMS account statement is the consolidated mutual fund statement issued by Computer Age Management Services (CAMS ), covering all AMCs whose Registrar and Transfer Agent (RTA) is CAMS. CAMS serves roughly two-thirds of the Indian mutual fund industry by AUM, so the CAMS account statement covers the majority of an Indian retail investor’s mutual fund holdings.

For Indian retail investors, the CAMS account statement is one of the two principal sources of consolidated holdings information, the other being the KFinKart statement for KFin-served AMCs. Together they cover the entire industry. Both are inputs to the industry-wide Consolidated Account Statement (CAS) issued by NSDL/CDSL.

Holding period statement in mutual funds

Mon, 18 May 2026 00:00:00 +0000

A holding period statement is a mutual fund investor report that lists each lot of units (typically per-SIP-instalment or per-purchase) along with the holding period (months/years held). The statement enables FIFO-based tax computation per SIP tax FIFO and verifies LTCG vs STCG qualification for each lot.

For Indian retail investors using mutual funds for long-term goals, the holding period statement is particularly useful at tax-filing time to:

Identify which units have crossed the 12-month LTCG threshold (equity).
Identify the cost basis of each lot (FIFO ordering).
Plan tax-efficient redemptions (preferentially redeem LTCG-qualified lots).

Statement structure

A typical holding period statement includes:

KFinKart statement

Mon, 18 May 2026 00:00:00 +0000

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) .

MFU statement

Mon, 18 May 2026 00:00:00 +0000

The MFU statement is issued by the Mutual Fund Utility (MFU) , the AMFI-promoted shared transaction platform, to investors operating through MFU. The statement consolidates transactions across all AMCs accessed via the investor’s eCAN (Common Account Number), providing a single transaction view that spans both CAMS -served and KFin -served AMCs.

For investors using MFU as their transaction platform, the MFU statement is a single-source consolidated view alternative to the dual CAMS + KFinKart statements.

What MFU is

Mutual Fund Utility (MFU) is the AMFI-promoted shared transaction platform that allows investors to operate across all SEBI-registered AMCs through a single login and eCAN identifier. MFU consolidates: