How to get Mutual Fund Capital Gain Statement Online

While filling ITR, you need to know your investments as well as return on investments. Investments are needed to claim under different IT sections like 80C, 80D, 80G etc. One concern for most of the mutual fund investors is to know Short Term Capital Gain (STCG) and Long Term Capital Gain (LTCG). Both type of capital gains attract different taxes which is explained in this blog.

You can get individual capital gain statement from all Assest Mananement Companies (AMCs). For most of the AMCs this option is available on their portal and you can get it online. If there is no online option then you can call respective AMC customer care no and get it on your mail. For DSP black rock, i didn't find option to get the capital gain statement online, so i called them and they send the capital gain statement immediately on my registered mail id.

All the Mutual funds are registered with either Cams or with Karvy. If you don't want to take the trouble to login to different portals to get individual capital gain statements then you can get consolidated statements from Cams and Karvy website. For Franklin Templeton, you need to get from their website.

It doesn't matter what is your mode of mode of investment - online, offline, through agent or demat account, you can get the capital gain statement online and that too with any cost.

Capital gain statement will have details of STCG, LTCG (with and without indexation). It will also have the TDS details which is useful for Non Resident Indians (NRI).

CAMS Consolidated Capital Gain Statement

Go to the link "https://www.camsonline.com/InvestorServices/COL_ISGainStmt.aspx" and you can download the statement following years.

• Current FY and Previous FY (Most needed)
• Second Last FY
• Third Last FY

# This capital gain statement is based on your email is and should be your registered mail id with AMCs. For example, if you have registered test1234@gmail.com with DSP BR and ICICI and other AMCs then you need to input same mail id here. If you have registered different email id with different AMC then you need to get the details for each registered email id.

# Password you enter here will be used to open the document which you will receive as an attachment in your email.

Karvy's Mail back service

Some mutual funds which are not registered with CAMS and are missing in capital gain statement from CAMS, then for those mutual funds you can get the statement from Karvy. There are 2 ways to get the statement - either by Email id or by Folio Number. I prefer email id as it is easy to remember.

Capital Gain statement by Email id

Go to the link "https://www.karvymfs.com/karvy/InvestorServices/General/Invemailcapitalgains.aspx" and enter the registered email id. This email id should be same which you have registered with AMCs. Password you enter here will be used to open the document which you will receive in your mail.


  

Capital Gain statement by Folio No

Go to the link "https://www.karvymfs.com/karvy/InvestorServices/PortfoilioDetails/Invcapitalgains.aspx" and enter folio no which you get from each AMC while opening account with AMC. Using this service you can get the statement folio wise. Password you enter here will be used to open the document which you will receive in your mail.

Franklin Templeton Mail back Notification

Franklin templeton has many mail back notification services like Account statement, capital gain statement, Transaction details, Dividend details etc. You can go to the link https://online.franklintempletonindia.com/aspx_app/Generalaccess/Mailbacks/InvNotification.aspx# and choose capital gain statement to know your capital gains.

Once you submit requests, you will get statements on your email. Attachments will be password protected. To open the statement attached in your email you need to enter the same password that you entered while requesting for statement.