PAN Card Mutual Fund Tracking — Tracking mutual fund investments has become easier than ever. With just your PAN number, you can now view every investment linked to your name, regardless of which platform, app or AMC you used. Services like MF Central, CAMS, KFintech, NSDL CAS, and CDSL CAS allow investors to check all folios and schemes within minutes — at no cost.

Your PAN is not just a tool for income tax reporting; it acts as the backbone of your entire mutual fund ecosystem. Whether you invest ₹500 via a SIP or ₹5 lakh in a lump sum, every transaction is mapped to your PAN, and investing tracking is seamless and foolproof.

Why This Is a Big Advantage for Investors?

  1. This system eliminates the common tracking problems investors face.
  2. You no longer need to remember where you invested or maintain multiple accounts across apps.
  3. All your folios across all AMCs appear on a single consolidated screen.
  4. Tax filing becomes simpler because every detail — gains, losses, dividends — is already available in one place.
  5. Even forgotten or old investments that slipped from memory automatically show up.
  6. Most importantly, you don’t need to create accounts on multiple portals. Just enter your PAN, a nd your complete mutual fund record opens instantly.

How PAN Helps You View All Mutual Fund Investments?

Thanks to SEBI’s regulatory improvements and digital upgrades, viewing all mutual fund holdings using your PAN is now extremely simple. This is made possible through the Consolidated Account Statement (CAS) — a unified report containing every mutual fund transaction linked to your PAN.

CAS compiles data from all AMCs and R&T agents, giving you a single comprehensive portfolio report.

How to Get CAS Using Your PAN?

To access your consolidated statement, you can visit any authorised central portal, such as:

  • MF Central
  • CAMS Online
  • KFintech
  • NSDL CAS Portal
  • CDSL CAS Portal

Once you access any of these portals, follow these steps:

Step 1: Select “Request CAS” or “View Portfolio”

Go to the Investor Services or Mailback Services section and choose the Consolidated Account Statement option.

Step 2: Enter PAN and Registered Details

Enter your PAN number along with your registered email ID or mobile number used in your mutual fund investments. Some portals may also request your date of birth for additional verification.

Step 3: Verify OTP

You will receive an OTP on your registered mobile number or email address. Enter the OTP to proceed.

Step 4: Choose the Report Format

Select the reporting period — monthly, quarterly or annual. Choose how you want to receive the report: on-screen or via PDF emailed to you. Once done, submit your request.

Step 5: Download Your CAS

  • Your CAS will contain:
  • Folio-wise holdings
  • NAV and valuation
  • SIP, SWP and STP details
  • Redemptions and dividends
  • Expense ratios
  • Capital gains/losses summary

This consolidated document gives you a complete picture of your investments, making tracking, planning and tax reporting efficient and hassle-free.