How to Check Mutual Fund Status with Folio Number
5paisa Research Team
Last Updated: 10 Jun, 2024 03:22 PM IST
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Content
- What is the Folio Number in a Mutual Fund?
- Who Allocates the Folio Number?
- Advantages of Having a Folio Number
- How to Locate Folio Number
- Ways to Check Mutual Fund Status with Folio Number
Mutual funds have gained a lot of traction among investors in India! The assets under management in the Indian mutual fund industry have increased over six times in the last decade. From ₹8.26 trillion in 2013, it has grown to over ₹50 trillion in 2023!
And why not? Mutual funds offer an easy and convenient way to invest your money and generate consistent returns.
When you invest in a mutual fund, you are assigned a folio number that you can use to keep track of your investment. This number is unique to every mutual fund folio.
You can use your folio number to check your mutual fund statements and get information on how your investments are performing. You can also check other details like the investment amount, the scheme name and so on.
In this guide, we’re going to explain how you can use your folio number to check your mutual fund status.
More About Mutual Funds
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- Information Ratio
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- Advantages and Disadvantages of Mutual Funds
- How to Choose Mutual Funds in India?
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- Gold Mutual Funds
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- The Top Benefits and Drawbacks of The Rupee Cost Averaging Approach
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- ELSS vs Equity Mutual Fund
- NPS vs Mutual Fund
- Can NRIs Invest in Mutual Funds?
- Mutual Funds Categorisation In India
- Everything You Need to Know About Small-Cap Funds
- What is Public Provident Fund ?
- What is Large Cap Mutual Fund ?
- What is Index Fund ?
- What is IDCW in Mutual Fund ?
- What is Hybrid Fund?
- What is Gilt Fund ?
- What is ELSS Fund ?
- What is Debt Funds?
- What is an Asset Management Company - A Thorough Explanation
- What are Mid Cap Funds
- Liquid Funds - What are Liquid Funds?
- A Beginner's Guide to Investing in Fund of Funds Read More
Disclaimer: Investment in securities market are subject to market risks, read all the related documents carefully before investing. For detailed disclaimer please Click here.
Frequently Asked Questions
Yes, it is necessary to have a folio number for investing in mutual funds. The folio number serves as a mutual fund portfolio tracker.
The folio number details for every mutual fund or AMC will be different. Therefore, an investor can have multiple folio numbers.
The folio number is a unique identification number for checking mutual fund status. But an investor can merge different folio numbers into one by contacting the AMC.
The folio number status is essential for mutual fund unit redemption. It helps identify an investor's holdings.
The folio number details are often necessary for tax purposes. The folio tracker for mutual funds is useful for monitoring investments and transactions for tax reporting.
If you want to download your mutual fund status with folio number, you will have to visit the website or mobile app of your fund house. You can also request the customer care of the fund house for a copy of the online mutual fund statement with the folio number.
An AMC assigns a unique folio number to every mutual fund investment. Therefore, you will have a different folio number for every mutual fund investment. You can check each mutual fund statement by folio number.
You might have multiple folio numbers for your investments in the same mutual fund. It happens when you buy extra units in the fund via different modes like online, offline, or via a broker. In this case, every mode will generate a unique folio number.