How to Get Capital Gain Statement for Mutual Funds?

A mutual fund Capital Gain/Loss Statement is an important document that summarises the profits or losses you've made within a specific period. It provides details on gains or losses, which are crucial for both tax filing and evaluating your investments. Typically, it includes information such as: 

• Asset Class (Equity, Debt or any other category)
• Type of Gain (long-term or short-term)
• Transaction Details
• Net Gain or Loss 
   

Here's how you can obtain your Capital Gain Statement using different methods:          

Mutual Fund Houses 

To check your capital gains statements for a mutual fund company’s portal: 

> Go to the official website of your mutual fund company. 

> Log in using your user ID or folio number. 

> Download your capital gains report. 

 

CAMS Portal 

To access your Capital Gain Statement through CAMS: 

> Visit www.camsonline.com and accept the terms and conditions. 

> Navigate to 'Services for INVESTORS' and click on 'View More' under Statements. 

> Select 'Capital Gain/Loss Statement.' 

> Fill out the form with your PAN and registered email ID. 

> Choose the financial years you need (up to three consecutive years). 

> Select your mutual fund holdings from the dropdown list or choose 'All Mutual Funds.' 

> Opt for delivery via "Email an encrypted attachment." 

> Set a password for the attachment and submit the form. 

> Receive the encrypted PDF statement in your email, which you can access using the password you set. 

KFintech Portal 

To access your Capital Gain Statement via Karvy: 

> Visit https://mfs.kfintech.com/mfs/  

> Choose 'Retail Investor' from the Login dropdown menu. 

> Navigate to 'Investor Statement and Report' and select 'Capital Gains Statement.' 

> Choose 'Consolidated Capital Gains Statement.' 

> Fill out the form with your details, select the desired financial years, choose your mutual fund holdings, opt for email delivery with an encrypted attachment, set a password, and submit. 

> You'll receive the statement in your email once processed. 

Online Platforms 

Many investors use various online platforms to manage their mutual fund investments, which often provide easy access to Capital Gain Statements.  

Here’s how you can get yours: 

> Visit the website or app of your chosen online platform and log in. 

> Navigate to the "Portfolio" or "Reports" section. Look for the option labelled "Capital Gain Statement." 

> Choose the specific financial year or period you're interested in. 

> Once selected, you can typically generate or download the statement in PDF format. 

Disclaimer 

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.