How To Check Mutual Fund Status With Folio Number & Pan Number - Step By Step

The question of how to check mutual fund status is one of the most common among new investors in India. Tracking your investments is just as important as making them, because it helps you understand portfolio performance and stay aligned with your financial goals.

You can check mutual fund status online using your folio number, PAN number, or investment platforms like CAMS and KFintech. This guide explains each method step by step so you can monitor your holdings quickly and conveniently.

How To Check Mutual Fund Status

Many investors often ask how to check their mutual fund status or how to check their mutual fund status online. Fortunately, mutual fund companies and registrars provide multiple ways to track your investments.

You can check the status of your mutual fund investment through folio numbers, PAN numbers, or online investment platforms. Below are the most common methods used by investors.

How To Check Mutual Fund Status With the Folio Number

A folio number is a unique identification number assigned to every investor when they make their first mutual fund investment with a specific fund house. It works similarly to a bank account number and helps track all transactions related to your mutual fund investments within that AMC.

If you want to understand how to check the mutual fund status with the folio number, the process is fairly simple. Investors can visit the official website of the asset management company and use the folio number to log in to their account or access their investment details. After entering the folio number and completing a verification step, such as OTP authentication, investors can view detailed information about heir holdings.

By using the folio number, investors can check several important details, including:

• Total units held in the mutual fund
• Current value of the investment
• Transaction history
• SIP instalment details
• Dividend or payout information

This method is particularly useful for investors who invest directly through a specific AMC. When learning how to check my mutual fund status, using a folio number is one of the most straightforward and reliable options available.

Also Read - How To Create A Mutual Fund Portfolio

How To Check Mutual Fund Status with PAN Number

Another convenient way to track your investment is by using your Permanent Account Number (PAN). Since PAN is mandatory for mutual fund investments in India, it allows investors to view all mutual fund holdings linked to their identity across different fund houses.

If you are wondering how to check the mutual fund status with the PAN number, you can do so through registrar platforms such as CAMS or KFintech, or through mutual fund aggregator platforms. These portals allow investors to generate a consolidated account statement by entering their PAN details and registered email address.

Once the verification process is completed, the system will display or send a report containing all mutual fund investments linked to your PAN. This includes investments across multiple AMCs, making it easier to get a complete overview of your portfolio.

Using this method is especially helpful for investors who hold multiple mutual funds from different companies. It simplifies the process of understanding how I can check my mutual fund status without needing to log in to multiple fund house websites individually.

Also Read - How to sell mutual funds

Conclusion

Tracking your investments regularly is an important part of financial planning. Knowing how to check mutual fund status helps you stay informed about your portfolio performance and make better investment decisions.

Whether you use a folio number, PAN number, or an online investment platform, monitoring your mutual fund portfolio is quick and convenient. By understanding how to check my mutual fund status, investors can keep their financial goals on track and make adjustments whenever necessary.

Mutual Fund Status FAQs

Where Can I Locate My Folio Number?

Your folio number is usually mentioned in the mutual fund account statement, transaction confirmation email, or investment receipt provided by the Asset Management Company (AMC).

How Long Does It Take to Get a Folio Number?

A folio number is typically generated once your mutual fund investment is successfully processed. In most cases, it is issued within one or two working days after the investment.

Can I Have 2 Sips With the Same Folio Number?

Yes, you can start multiple SIPs under the same folio number if they are within the same mutual fund company. Different schemes or SIPs can be linked to one folio for easier tracking.

Disclaimer: Mutual fund investments are subject to market risks. Investors should carefully read all scheme-related documents before investing and consider their financial goals and risk tolerance.