How can I download reports and statements?
You can view and download the following reports on our platform:
- Transactions Report – How to download
- This report provides a detailed history of all your mutual fund transactions, including purchases, redemptions, SIP instalments, STP/SWP transactions, and dividend payouts.
- It helps you keep track of your investment activity, dates, amounts, and NAV applied to each transaction.
- Holdings Report – How to download
- This report gives you an overview of your current investments, showing details like fund names, number of units held, NAV, total value, and percentage allocation.
- It is useful for portfolio tracking and assessing asset distribution across different mutual fund schemes.
- Capital Gains Report – How to download
- This report helps you calculate taxable capital gains on your mutual fund investments.
- It includes Short-Term Capital Gains (STCG) and Long-Term Capital Gains (LTCG) details based on your redemption history.
- Useful for tax filing and understanding your realized profits/losses.
These reports ensure better tracking, financial planning, and tax compliance for your investments.
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How can I download reports and statements?
You can view and download the following reports on our platform:
- Transactions Report – How to download
- This report provides a detailed history of all your mutual fund transactions, including purchases, redemptions, SIP instalments, STP/SWP transactions, and dividend payouts.
- It helps you keep track of your investment activity, dates, amounts, and NAV applied to each transaction.
- Holdings Report – How to download
- This report gives you an overview of your current investments, showing details like fund names, number of units held, NAV, total value, and percentage allocation.
- It is useful for portfolio tracking and assessing asset distribution across different mutual fund schemes.
- Capital Gains Report – How to download
- This report helps you calculate taxable capital gains on your mutual fund investments.
- It includes Short-Term Capital Gains (STCG) and Long-Term Capital Gains (LTCG) details based on your redemption history.
- Useful for tax filing and understanding your realized profits/losses.
These reports ensure better tracking, financial planning, and tax compliance for your investments.
Was this article useful?
