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How To Get Capital Gains Statement For Mutual Fund Investments?

15 June 2022

The income that any individual earns through the selling of bonds, mutual funds, or stocks is known as capital gains. This income is taxable under the provisions of the IT Act. One should be aware of the total capital gains earned in a fiscal year to assess the tax liability and file income tax returns correctly. 

Investors earning capital gains from mutual funds can access the capital gains statement in any of the ways discussed below:

How to Download Capital Gains Statement for Mutual Funds?

Here are three processes through which investors can easily access their mutual funds capital gains statements:

  • Online Investment Platforms

Individuals who use platforms such as Groww and wonder how to download mutual fund statement from Groww, can access capital gains statements by following these steps:

  • Step 1: Investors have to open the Groww app and then click on the ‘You’ option. This option is located at the bottom right-hand corner. 
  • Step 2: Now, they need to choose the ‘SIP & Reports’ option and then click on ‘Capital Gain’.
  • Step 3: After that, they have to provide the financial year and then tap on ‘Download’. Now, investors can review their capital gain statements
  • CAMS and KARVY

If an individual is investing via several platforms, then they can get a consolidated mutual fund capital gain statement from RTAs. RTAs (Registrar and Transfer Agents) are SEBI-approved entities that deal with various back-office operations of fund houses, thereby allowing them to focus on investment management activities.

Here’s how to get KARVY capital gains statement for mutual funds:

  • Step 1: Investors have to visit the official website of Karvy and click on ‘Mutual Fund Investors’. 

Image source: Upstox

  • Step 2: Now, they have to make an account (in case they don’t have one).
  • Step 3: After this, they have to click on ‘Statements and Reports’, following which they have to select ‘Capital Gains Statements’. 
  • Step 4: Investors have to choose the ‘Capital Gain Consolidated Statement’ option.
  • Step 5: They have to choose ‘Previous FY’ and ‘All Funds’ from the Period and Mutual Fund Category dropdown list. Now they need to provide details such as email id, password, PAN, and the type of mutual fund. 

Investors will receive the statement in their registered email id. 

However, to get access to CAMS capital gains statement for mutual funds, individuals have to follow these steps:

  • Step 1: Individuals need to go to the webpage of CAMS and accept the Terms and Conditions.
  • Step 2: Now, they will select ‘Statements’ and tap on ‘Capital Gain/Loss Statement.’ 
  • Step 3: After this, taxpayers have to provide certain details in the required fields. Following this, they have to choose the correct financial year from the ‘Period’ list.
  • Step 4: Taxpayers have to enter the email id that is registered with mutual funds. Now, one has to choose ‘All Funds’ from the list of fund categories. 
  • Step 5: Finally, one has to tap on ‘Email an encrypted attachment’ and then set a password to access the capital gain statement via mail. 

When this email arrives, taxpayers have to enter the password to view their capital gains statement.

  • Mutual Fund Companies 

Investors using several platforms, both online and offline, will receive their capital gains statement from respective mutual fund houses. They need to follow these steps:

  • Step 1: Investors need to go to the official website of a particular mutual fund house and log in with their credentials.
  • Step 2: After logging in successfully, they have to download the capital gains report for mutual funds from the site.

This will be a cumbersome process if an individual has invested in schemes offered by multiple mutual fund houses.

You may also want to know the Top 10 Mutual Fund Houses in India

Final Word

Investors looking to access their capital gains statement for mutual funds can use any of these methods. However, one should make sure to provide PAN details when downloading the statements from CAMS and KARVY. 

Disclaimer: The views expressed in this post are that of the author and not those of Groww.

Disclaimer

The stocks mentioned in this article are not recommendations. Please conduct your own research and due diligence before investing. Investment in securities market are subject to market risks, read all the related documents carefully before investing. Please read the Risk Disclosure documents carefully before investing in Equity Shares, Derivatives, Mutual fund, and/or other instruments traded on the Stock Exchanges. As investments are subject to market risks and price fluctuation risk, there is no assurance or guarantee that the investment objectives shall be achieved. NBT do not guarantee any assured returns on any investments. Past performance of securities/instruments is not indicative of their future performance.
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