How to retrieve transaction history for mutual fund folio

Tue, 19 May 2026 00:00:00 +0000

Transaction history is essential for tax filing, audit, capital gains computation, and investment review. Most AMCs provide 5-10 year online access; older records via archive request.

Conflict-of-interest disclosure. This guide is published by WebNotes Editorial Team for informational purposes. WebNotes has no commercial relationship with any AMC. No affiliate commission is earned.

Step-by-step procedure

See the procedure infobox above.

Retention windows

Source	Online history
AMC portal	5-10 years typical
CAMS / KFin	5-10 years
MF Central	5+ years
Aggregator	Platform-dependent
AMC archive request	8-15 years total

For very old records (>15 years): may require formal archive request + fees.

How to download a PPFAS account statement

Sun, 17 May 2026 00:00:00 +0000

PPFAS issues three statement variants from SelfInvest, and the right one to download depends on what you need it for. The Statement of Account (SoA) is the current-holdings snapshot, the document you submit when a bank or KYC counterparty asks for evidence of your PPFAS holding. The Transaction Statement is the chronological transaction log for a chosen date range, the working document for capital-gains reconciliation and ITR preparation. The Holding Statement is the NAV-adjusted current value, useful for net-worth tracking. All three come as digitally signed PDFs (legally accepted for ITR, bank loans, and KYC) and as raw Excel files (for personal analytics). The signed PDF is what most counterparties want; the Excel is what is useful to you.

Transaction History on WebNotes

How to retrieve transaction history for mutual fund folio

Step-by-step procedure

Retention windows

How to download a PPFAS account statement