Here’s how to get all your Mutual Fund Capital Gains statements for filing IT returns

Keras - self-learning NEURAL networks for
Stock market forecasting
Get it FREE

*number of participants is limited

If you are filing your income tax returns for the year 2018-19 and you also have made sell or switch transactions in mutual funds during that year, you are then required to calculate, show and pay your capital gains taxes.

I have been getting questions too about capital gains report for mutual funds.

Now, if you have your email ID mapped to your MF investments, here is a simple way to download your capital gains reports.

The capital gains report are available with CAMS, Karvy, Sundaram BNP Paribas and Franklin Templeton. Each of them provides for the AMCs that it serves. (Unfortunately, they don’t offer a consolidated report yet.)


With CAMS, which serves some of the largest AMCs, you can go to this link.  and select the Consolidated Realised Gains statement (includes LTCG on Equity Mutual Funds).

When you click, you will come to a new page with a form. In the form, select Previous Year (for FY 2018-19), fill other inputs and click on submit. The capital gains report will arrive in your email from where you can download. 


For Karvy serviced MFs, use this link . The fields are self explanatory. Note the password requirement as mentioned on the page.

Franklin Templeton

If you are an investor with Franklin Templeton, use this link .You can also access this link from its website and then go to investor services->Instant Mailback.

It is important that you use your folio number and email id combination on the above page. Once you submit, you will see an option to select the capital gains report.

If you have multiple folios, then a separate report has to be downloaded for each one of the folios.


Now, if you have investments with Sundaram MF, this is the link to use. The same link can also be accessed from its website on the right hand side panel with the link “Request Statement”.

On the subsequent page, select capital gains report and use the rest of the form to download your statement.

All these reports are served only in PDF formats, so if you have a huge set of transactions, you could have a tough manual task ahead (for you or your CA).

You can also use one of the online platforms for a consolidated capital gains report. In that case, I suggest that you still cross check the numbers once with the RTA reports before filing your tax returns.

Remember, all these reports only tell you the capital gains only. The taxes (including any exemptions) have to be calculated by you.

Any other way you are aware of to deal with the capital gains reports?

The post Here’s how to get all your Mutual Fund Capital Gains statements for filing IT returns appeared first on Unovest.

forex no deposit bonus

Leave a Reply

Your Name (required)

Your Email (required)

Your Message

BonusMin. DepositMax. ReturnsRating
ayrex$10,000$20090%Rating Ayrex Options Review
$10,000$581%broker Rating Freestyle Review
Finmax$10,000$20090% FiNMAX Review
StockPair$20,000$585%broker Rating Falcon Finance Review
24optionUnlimited$25089%Top Binary Options Brokers Rating 24option Review

To invest with binary options you will work with an investment broker who is licensed to work in this field. Working with your broker, you will identify which asset you want to buy an option on, how much you want to invest and when the option will expire. Once the option is placed, you simply watch the trading activity on that asset to see if your prediction was accurate or not.

Binary options are one of the most popular trading choices for investors today, due in large part to their simplicity and the fact that you always know all the risks and payoffs ahead of time.

  • regulated: we promote only regulated brokers whose business models and marketing practices are checked by relevant government authorities.
  • special features: here we list all the important features that a broker offers. These are usually listed as perks offered trough various account types which bring different levels of service, depending on the minimum funds deposited
  • bonuses: almost every Top Binary Options Brokers offers these rewards that increase trading potential. Fair Binary Options also lists terms and conditions that come with the bonus money so traders always know how will these affect their trading efficiency.
  • the best binary trading platforms reviewed: we review the software that makes trading possible. There are several big providers, such as SpotOption, TechFinancials, Tradologic, MarketsPuls… Every software has some special characteristics, and not every software is suited for every trader
  • assets: Fair Binary Options review provides basic info on the amount of assets available for trading
  • customer support: we chat with the customer support to test how the broker has set up the help desk that should support traders. This is the best way to assess the service.
  • payments: we list all the payment options available by the Top Binary Options Brokers, list minimum deposit requirement
  • withdrawals: we warn traders if withdrawal requirements are too high, or if it takes a long time to get the money back.
    • Keras - self-learning NEURAL networks for
      Stock market forecasting
      Get it FREE

      *number of participants is limited

      Customer Testimonials

      Fellas what broker is legit in States ? binary options binary options broker USA?