How to Check Mutual Fund Performance & Investments Online

Investors in India have several reliable ways to check their mutual fund investments, NAVs, portfolio holdings, and performance. At PAISA GAIN, we encourage investors to use official and trusted sources when reviewing their mutual fund portfolios.

Check Directly Through the AMC Website

One of the most reliable ways to access mutual fund information is through the official website of the respective Asset Management Company (AMC). Depending on the AMC and account setup, investors can log in using details such as their PAN, folio number, or registered credentials to view their investments, current NAV, transactions, portfolio details, and other scheme-related information.

Use Registrar & Transfer Agent (RTA) Platforms

Investors who hold mutual fund schemes across different AMCs can also use RTA platforms such as CAMS and KFin Technologies to access and manage eligible mutual fund investments through consolidated services. These platforms can make it easier to track multiple mutual fund holdings without visiting every AMC website individually.

Get Your Consolidated Account Statement (CAS)

A Consolidated Account Statement (CAS) provides investors with a consolidated view of their mutual fund holdings and transactions across participating folios. Investors can obtain their CAS through the relevant depository/RTA channels, depending on their holdings and registration details.

If you need assistance understanding your mutual fund holdings or investment statements, you can contact PAISA GAIN for guidance.

Use Mutual Fund Investment Apps & Platforms

Many digital investment platforms and mobile applications provide convenient tools for viewing mutual fund investments, tracking portfolio value, monitoring returns, and analysing investment performance. However, investors should always verify important scheme information, NAVs, transactions, and other details against the official AMC and regulatory sources.

Use AMFI for Investor Education

The Association of Mutual Funds in India (AMFI) is an important source of mutual fund investor education and industry information. Investors can use AMFI’s resources to learn about mutual fund concepts, scheme-related information, investor awareness, SIPs, risk factors, and regulatory developments.

PAISA GAIN’s Approach

At PAISA GAIN, our objective is not simply to help investors track returns. We believe investors should understand where their money is invested, the risks involved, their investment time horizon, and whether the investment is aligned with their financial goals.

Performance tracking is only one part of successful investing. A well-informed investor should regularly review the portfolio, understand changes in fund performance, and make investment decisions based on financial objectives rather than short-term market movements.

PAISA GAIN
Helping Families Build Wealth & Financial Security