Mutual Funds Untangled

It is pretty messy dealing with and tracking the tangled web of multiple mutual funds and  multiple fund folios / Account nos with their AMC houses.

The simplest way to go about it is to remember  to keep a single email address per individual in all your mutual funds.

Know your customer or KYC

For investors who intend to invest more than Rs 50000 per transaction get your kyc done through any of your MFs.

How to check KYC status ?

  • Step 1: Visit www.cvlindia.com and click on “Inquiry on KYC”
  • Step 2: Enter the PAN number and click on SUBMIT.
  • Step 3: If KYC compliant the name of PAN holder appears along              with the status of KYC. The investor can take a print out of              this andwill suffice as document of acknowledgement.

Tracking MFS

Karvy and Cams that do most of the processing of MFs.

Karvy Website

CAMS Website

Thanks to SEBI you can now get a consolidated statement of all your MF holdings by quoting your registered email address.

Link via Karvy HERE

For Transacting Online it is best to register with individual MFs after giving a physical application for the same.

Value Research India is a great site for tracking Mutual fund developments.

Get a full NAV Bhav copy at Amfi Site

You can also register with CAMS and Karvy and get pins for each mf folio to do transactions , but it is  lengthy process.

Here is a list of some of the better Mutual Fund AMC s in India

Benchmark Mutual Fund

Birla Sun Life Mutual Fund

CanRoberco Mutual Fund

Chola Mutual Fund

Deutsche Mutual Fund

DSP Merrill Lynch Mutual Fund

Fidelity Mutual Fund

Franklin Templeton Mutual Fund

HDFC Mutual Fund

HSBC Mutual Fund

Kotak Mahindra Mutual Fund

LIC Mutual Fund

Principal Mutual Fund

Prudential ICICI Mutual Fund

Reliance Mutual Fund

SBI Mutual Fund

Standard Chartered Mutual Fund

Tata Mutual Fund

Taurus Mutual Fund

UTI Mutual Fund

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About Prax

I blog , I trek , I make mistakes... After all im human.
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4 Responses to Mutual Funds Untangled

  1. bach says:

    “Inquiry on KYC” complains hat my PAN number is invalid. Any suggestions ?

  2. Prax says:

    have u gone thru the kyc procedure?
    u need to submit a form with photos and proof etc, if u havent done that maybe that is the standard cvl response
    U will have to check if ur pan is valid on the income tax pan site
    https://incometaxindiaefiling.gov.in/portal/knowpan.do
    it is down right now due to online returns
    http://www.incometaxindia.gov.in/pan/overview.asp

  3. hey can you research about these 3 companies for me.
    1. gujarat pipav port
    2. tata investment corp
    3. bajaj holdings

  4. Pingback: The KYC muddle – Cant I exist in peace ? « Tech and Trek

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