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FAQs
1. What is an Account Statement (AS)?
An Account Statement (AS) is a consolidated document that provides a detailed summary of all mutual fund transactions carried out by an investor. It includes information such as purchases, redemptions, switches, dividends, and the units allotted in the folio.
2. When can I download the Account Statement?
You can download the AS as soon as you begin investing with us.
An Account Statement is generated each time a transaction is processed and units are allotted in the investor’s folio.
3. Is there a charge or fee for receiving the Account Statement?
No. There is no charge or fee for receiving or downloading your Account Statement.
4. What types of statements can be downloaded through the AS feature?
You can download the following types of statements:
PAN-based Account Statement: Consolidated view of all folios linked to the PAN.
Folio-based Account Statement: Statement specific to a single folio.