How to Get Capital Gains Statement for Mutual Fund Investments?

Learn the steps, significance, and how the capital gains statement.
How to Get Capital Gains Statement for Mutual Fund Investments?
5 mins read
20 Mar 2024

Investing in mutual funds can be a smart way to grow your money over time. However, keeping track of your investments and understanding how they perform is crucial for making informed decisions. One important document you may need to assess your mutual fund investments is the Capital Gains Statement. This statement provides details about the gains or losses you have incurred on your mutual fund redemptions during a specific period. Knowing how to obtain your Capital Gains Statement can help you evaluate your investment performance and plan your financial goals effectively.

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Ways to obtain capital gains statement for mutual funds

Accessing your mutual funds' capital gains statements can be done through three straightforward methods:

1. Online Investment Platforms

Investors can retrieve their capital gains statements via online investment platforms like the Bajaj Finserv Platform by following these steps:

  • Step 1: Open the ‘Bajaj Finserv’ website or app.
  • Step 2: Go to the ‘Mutual Funds’ section under the ‘Investments’ section.
  • Step 3: Now go to the ‘Account’ section.
  • Step 4: After that, click or tap on ‘Reports & Statement’.
  • Step 5: Select:
    • ‘Account Statement’
    • ‘All’ or ‘Current Financial Year’ or ‘Previous Financial Year’
  • Step 6: Tap on ‘Download’, and that’s it!

2. RTAs like CAMS and KFin technologies limited

If you are investing through multiple platforms, you can get a combined capital gains statement from Registrar and Transfer Agents (RTAs). These SEBI-approved entities handle the administrative tasks for fund houses, allowing them to focus on managing investments.

Here is how to access KFin Technologies Limited's capital gains statement for mutual funds:

  • Step 1: Visit KFin Technologies Limited's official website and click on 'Mutual Fund Investors'.
  • Step 2: Create an account if you don't have one already.
  • Step 3: Click on 'Statements and Reports' and then select 'Capital Gains Statements'.
  • Step 4: Choose the 'Capital Gain Consolidated Statement' option.
  • Step 5: Select 'Previous Financial Year' and 'All Funds' from the dropdown menus. Enter your email ID, password, PAN, and mutual fund type.
  • Step 6: The statement will be sent to your registered email ID.

To access CAMS' capital gains statement for mutual funds, follow these steps:

  • Step 1: Go to the CAMS webpage and accept the Terms and Conditions.
  • Step 2: Select 'Statements' and then click on 'Capital Gain/Loss Statement'.
  • Step 3: Enter required details and choose the correct financial year.
  • Step 4: Provide the email ID registered with mutual funds and select 'All Funds' from the category list.
  • Step 5: Click on 'Email an encrypted attachment' and set a password for accessing the statement via email.
  • Step 6: When you receive the email, enter the password to view your capital gains statement.

3. Mutual Fund Companies or AMCs

For investors who have diversified their investments across various platforms, including online and offline avenues, they will receive their capital gains statement directly from the mutual fund companies they have invested in. Here's how they can retrieve it:

  • Step 1: Visit the official website of the respective mutual fund company.
  • Step 2: Log in using the provided credentials.
  • Step 3: Once logged in, download the capital gains report for mutual funds from the website.

Managing capital gains statements from multiple mutual fund companies can become challenging due to the manual nature of this process.

Conclusion

Obtaining your Capital Gains Statement for mutual fund investments is crucial for understanding your investment performance and making informed financial decisions. By leveraging online investment platforms, registrars like CAMS and KFin Technologies Limited, or directly reaching out to mutual fund companies, investors can easily access this important document. If you have bought mutual funds from Bajaj Finserv AMC, you can directly download the Capital Gains Statement by visiting the Bajaj Finserv platform. Regularly reviewing your Capital Gains Statement allows you to track your investments, identify trends, and adjust your portfolio strategy accordingly. Stay informed and empowered to make the most of your mutual fund investments.