A Consolidated Account Statement (CAS) can help you trace forgotten mutual fund investments across fund houses using your PAN and registered email address.
. CAS helps investors trace forgotten mutual fund holdings.Request CAS online via CAMS or KFintech using PAN.Check folios, transaction history, and update KYC.Did our AI summary help?
Many investors have a vague memory of buying a mutual fund years ago but cannot recall where the investment was made, which fund house it belonged to, or whether it is still active. This is especially common among people who have changed jobs, email addresses or investment platforms over time.A Consolidated Account Statement (CAS) can often solve that problem. Available through CAMS and KFintech, the statement brings together mutual fund holdings linked to an investor’s PAN and registered email address, making it one of the easiest ways to trace old investments. As of June 2026, investors can request a CAS online and receive it securely by email.Step 1: Request a CASThe first step is obtaining the statement. The investors can request the consolidated statement by logging into the CAMS-KFintech website using the registered email ID. It can be generated for various time durations, including from its inception, and is thus helpful in searching investments made several years back.However, if the email ID used at the time of investment is not active anymore, then it might become essential to update the records first.Step 2: Check every folio carefullyOnce the statement arrives, don’t jump straight to the portfolio value. Start by scanning the folio section.Many investors discover multiple folios under the same fund house because investments were made at different times or through different distributors. Some folios can also have a zero balance at present but give us hints about previous transactions. Reviewing such records will help us get back to some missing information in our investment story.Step 3: Match holdings with PAN and contact detailsIn case of non-receipt of the anticipated investment, check the PAN, email address, and mode of holding at the time of making the investment.CAS is a system based on aggregation of accounts based on investor particulars. Sometimes, mismatch in email addresses or PAN may cause omission of holdings from the statement. Investors who have changed their contact particulars over the period of time need to be extra cautious in this regard.Step 4: Use transaction history to trace the noneyA detailed CAS contains transaction records, including purchases, SIP instalments, redemptions and switches. These entries can help investors identify when money was invested and whether the units are still held.For someone trying to locate an old investment made a decade ago, these transaction trails can be more useful than the current valuation itself. They provide a timeline that can be cross-checked with bank statements or old financial records.Step 5: Contact the fund house and claim the investmentOnce the identification of the folio has been completed, the next stage is to update KYC information along with confirmation of ownership of the investment.In most cases, the fund house or the registrar can assist investors in completing the formalities. Once the verification process is completed, it becomes possible for the investor to monitor, redeem or transfer his investment.Why it’s worth checkingA surprising number of investors have money scattered across old folios that they no longer track. A CAS will not uncover every financial product you own, but it can provide a consolidated view of mutual fund holdings across most fund houses. For anyone unsure about investments made years ago, spending a few minutes requesting the statement could be well worth the effort.