How to Get Capital Gain Statement for Mutual Funds?

In the realm of mutual fund investments, tracking your capital gains and losses is paramount for effective tax planning and investment assessment. One essential document for this purpose is the Capital Gain Statement, which provides a comprehensive view of your investment performance across various financial years. Here’s a detailed guide on how to download your Capital Gain Statement for mutual funds through different platforms and agencies.

How to Download Capital Gain Statement for Mutual Funds?

Angel One and Other Online Platforms

Many investors prefer managing their mutual fund investments through online platforms like Angel One and Quicko. These platforms typically offer easy access to your Capital Gain Statements. Here’s how you can obtain them:

Sign in to Your Account: Go to the website or application of your chosen online platform and log in to your account.
Navigate to Portfolio/Reports: Look for the “Account,” “Portfolio,” or “Reports” section, where you’ll usually find the “Capital Gain Statement” option. On the Angel One website and application, look for the Profit and Loss section.
Choose the Relevant Period: Choose the appropriate financial year or period for which you need the Capital Gain Statement.
Download or Generate the Statement: Once you’ve selected the period, you can generate or download the Capital Gain/Profit and Loss Statement in PDF format. If your Demat Account is exclusively with Angel One, you can easily download the statement from Quicko. After importing, compare the data with Angel One’s Tax P/L report for accuracy. Both download options are conveniently available together in the same section.

Read More About Long-Term Capital Gain Tax on Mutual Funds

NOTE: You will also find short-term and long-term capital gains in tax P&L.

Registrar and Transfer Agents (RTAs)

RTAs such as CAMS (Computer Age Management Services) and KARVY also facilitate mutual fund transactions and maintenance, including the issuance of Capital Gain Statements. Here’s how you can request your statement through these agencies:

Visit the RTA Website: Access the official website of the RTA associated with your mutual fund investments.
Log in to Your Account: If you have an existing account, sign in using your login information.
Find the Capital Gain Statement area: Look for a dedicated section related to tax paperwork or capital gain records/statements.
Choose the Relevant Filters: Pick the exact mutual fund and the financial year you require.
Download the Statement: Follow the on-screen directions to generate and download your Capital Gain Statement.

CAMS (Computer Age Management Services)

CAMS is a prominent RTA (Registrar and Transfer Agent) that services multiple mutual funds. If your investments are managed through CAMS, follow these steps to attain your statement:

Go to the CAMS Website: Go to the official CAMS website.
Select ‘Investor Services’: Find and click on the “Investor Services” section.
Sign in or Sign up: Sign in to your account or sign up if you’re a first-time user.
Request Capital Gain Statement: Look for an option to request the statement in your account dashboard.
Select the Appropriate Filters: Choose the particular mutual fund(s) and the financial year for which the statement is required.
Download the Statement: After selecting the filters, download the Capital Gain Statement in PDF format.

Also Read More About What is Capital Gain Tax?

KARVY

KARVY is a prominent RTA that services multiple mutual funds., complete these steps to get your Capital Gain Statement.

Visit the KARVY Website: Go to the official KARVY website.
Navigate to ‘Investor Services’: Click on the “Investor Services” section.
Log in or Register: Log in with your existing account or register as a new user.
Request Capital Gain Statement: Look for the option to request your statement within your account.
Set the Filters: Choose the specific mutual fund folio(s) and the relevant financial year.
Download the Statement: Download the Capital Gain Statement in PDF format when the filters are adjusted.

Mutual Fund Companies

If you make direct investments with mutual fund firms, you may also obtain your Capital Gain Statement through their customer service centers or websites.

Visit Website: Go to the Mutual Fund Company’s official website.
Sign in to Your Account: Enter your login information to log in or register if required.
Open the Capital Gain Statement Section: Seek out a subsection devoted to capital gain declarations or tax documentation.
Choose the correct Filters: Choose the mutual fund schemes and the financial year you require.
Download: Generate and Download the Statement.

Conclusion

Obtaining your mutual fund capital gain statement through online portals, RTAs, or direct interactions with mutual fund firms is not too difficult. Following the steps outlined in this guide, you can efficiently obtain this essential document and stay informed about your investment performance. Remember to organise your financial records for effective financial planning and tax compliance.