How to Get Capital Gain Statement for Mutual Funds

How to Get Capital Gain Statement for Mutual Funds

Investing in mutual funds could be a great way to grow your wealth over time, but it's also essential to keep track of your investments for tax and financial planning purposes. One crucial document you may need is the Capital Gain Statement for your mutual fund investments. This statement provides detailed information on the capital gains or losses you've incurred during a specific period. In this article, we'll guide how to get capital gain statements for mutual funds.

How to Download Capital Gain Statement for Mutual Funds

1. 5paisa and Other Online Platforms

Many investors use online platforms like 5paisa, Groww, or Zerodha to manage their mutual fund investments. These platforms often provide easy access to your Capital Gain Statements. You must also be clear with how to download capital gain statements. 

Here's how you can obtain them:

    • Log in to Your Account: Visit the site or app of the online platform you use and log in to your account.
    • Navigate to Portfolio/Reports: Look for the "Portfolio" or "Reports" section on the platform. Here, you can usually find a "Capital Gain Statement" option.
    • Select the Relevant Period: Choose the specific financial year or period for which you want the Capital Gain Statement.
    • Download or Generate the Statement: After selecting the period, you can typically generate or download the Capital Gain Statement in PDF format.

2. Registrar and Transfer Agents (RTAs)

RTAs like CAMS (Computer Age Management Services) and KARVY provide services related to mutual fund transactions and maintenance. You can request your Capital Gain Statement through these agencies as well:

    • Visit the RTA Website: Go to the official website of the RTA your mutual fund investments are associated with.
    • Log in to Your Account: If you have an account with the RTA, log in using your credentials.
    • Access Capital Gain Statement Section: Look for a section dedicated to tax-related documents or capital gain statements.
    • Select the Appropriate Filters: Choose the specific mutual fund folio(s) and the financial year you need the statement.
    • Generate the Statement: Follow the on-screen instructions to generate and download your Capital Gain Statement. You can also search online how to get MF capital gain statements.

3.  CAMS (Computer Age Management Services)

CAMS is one of the leading RTAs that services multiple mutual funds. If your investments are managed through CAMS, here's how to obtain your Capital Gain Statement:

    • Visit the CAMS Website: Go to the official CAMS website.
    • Click on 'Investor Services': Find and click on the "Investor Services" section on the website.
    • Log in or Register: Log in or register for an account if you don't have one.
    • Request Capital Gain Statement: In your account dashboard, look for an option to request the Capital Gain Statement.
    • Choose the Relevant Filters: Select the mutual fund(s) and the financial year you need the statement.
    • Download the Statement: After selecting the filters, you can usually download the Capital Gain Statement in PDF format.

4. KARVY

If you are associated with KARVY for your mutual fund investments, you can follow these steps to obtain your Capital Gain Statement:

    • Visit the KARVY Website: Access the official KARVY website.
    • Navigate to 'Investor Services': Look for the "Investor Services" section on the website and click on it.
    • Log in or Register: Log in with your existing KARVY account or create one if you're a new user.
    • Request Capital Gain Statement: Within your account, you should find an option to request your Capital Gain Statement.
    • Set the Filters: Select the specific mutual fund folio(s) and the relevant financial year.
    • Download the Statement: Once you've set the filters, you can typically download the Capital Gain Statement in PDF format.

5. Mutual Fund Companies

If you directly invest in mutual funds with specific companies, you can also obtain your Capital Gain Statement through their websites or customer service:

    • Visit the Mutual Fund Company's Website: Go to the official website of the mutual fund company where you hold your investments.
    • Log in to Your Account: Log in using your credentials or register for an account if needed.
    • Access Capital Gain Statement Section: Look for a section related to tax documents or capital gain statements.
    • Select the Appropriate Filters: Choose the mutual fund schemes and the financial year you need the statement.
    • Generate and Download the Statement: Follow the instructions to generate and download your Capital Gain Statement.

Keeping track of your capital gains and losses in mutual funds is essential for tax planning and assessing the performance of your investments. Whether you use online platforms, RTAs, or deal directly with mutual fund companies, obtaining your Capital Gain Statement is relatively direct. 

Following the steps outlined in this article, you can access this crucial document and stay on top of your financial journey with mutual funds. Remember to keep your financial records well-organized for efficient financial planning and tax compliance.