How to get Capital Gain Statements for Mutual Funds CAMS, Karvy etc

How to Get Capital Gain Statements for Mutual Funds, CAMS, Karvy etc

How to get Capital Gain Statements for Mutual Funds, CAMS, Karvy etc: When an investment (for example, Stocks, Bonds, Mutual Funds, Real estate) is sold, the profit portion of the deal esteem is called Capital Gains. In such a circumstance, capital increases are taxable in the year they are acknowledged or in the financial year when you made the deal.

In this manner, to survey the tax liability and document the tax returns effectively, the citizen or the taxpayer must think about their income from the capital increases during the financial year. This data is, for the most part, contained in a Capital Gains statement for their investments. There are various approaches to get your Capital Gains statement for the financial year on the off chance that you are investing in Mutual Funds in a non-Demat structure. We will talk about the technique to get the combined capital additions to report from CAMS for this situation. Investors investing using multiple stages or potentially investing via offline modes can utilize the combined Capital Gains statement mail-back administration given by RTAs like CAMS and KARVY.

Capital Gains of Tax, ITR, Mutual Funds

Capital Gain Statement is needed for both Regular and Direct Plans. Sample Capital Gain Statement for Equity(which incorporates grandfathering) and Non-Equity/Debt Mutual Funds(which contains Long term capital Gain with Indexation) is shown underneath. Likewise is shown a picture showing Capital Gain in Debt Mutual Funds in ITR.

Capital Gains

The capital increase is indicated as the net benefit that a financial investor makes after selling a capital resource surpassing procurement costs. The whole worth acquired from selling a capital resource is considered as taxable income. To be qualified for tax collection during a financial year, the exchange of a capital resource should happen in the past financial year. Monetary profits against an offer of help are not relevant to acquired property. It is seen as just if there should be an occurrence of the move of proprietorship. As per The Income Tax Act, resources got as endowments or by legacy are excluded in estimating pay for a person.

Structures, Houses, lands, vehicles, Mutual Funds, and gems are a couple of examples of capital resources. Likewise, the privileges of the executives or legitimate rights over any organization can be considered capital resources.

Coming up Next are Excluded Under Capital Resources

  • Any stock, crude materials or consumables that are held with the end goal of business or calling.
  • Products, for example, garments or furniture that are held for individual use.
  • Land for farming in any piece of country, India.
  • Extraordinary carrier bonds were given in 1991.
  • Gold awards gave by the Central Government, for instance, the 6.5% gold reward of 1977, 7% gold reward of 1980 and protection gold reward of 1980.
  • Gold store bonds that were given under the gold store plot (1999) or the store testaments were issued under the Gold Monetization Scheme (2015).

Kinds of Capital Gain

Contingent upon the residency of holding a resource, gains against speculation can be extensively separated into the accompanying sorts –

Short term capital increase 

Assuming a resource is sold within a day and a half of obtaining, the benefits acquired from it is known as momentary capital additions. For example, if a property is sold within 27 months of procurement, it will go under transient capital additions: Notwithstanding, tenure shifts on account of various assets. For Mutual Funds and recorded shares, Long term capital increase occurs if a resource is sold in the wake of keeping down for one year.

Long terms capital addition 

The benefit procured by selling a resource held for over three years is known as long-haul capital increases. After 31 Mar 2017, a holding period for non-moveable properties was changed to two years. Notwithstanding, it isn’t pertinent if there should be versatile resources like gems, obligation arranged Mutual Funds, and so on.

The benefit acquired by selling a resource held for over three years is known as long-haul capital increases. After 31 Mar 2017, a holding period for non-moveable properties was changed to two years. Notwithstanding, it isn’t material if there should be an occurrence of versatile resources like adornments, obligation situated Mutual Funds, and so on. Moreover, a couple of resources are considered transient capital resources if the holding time frame is under a year. Here is a rundown of resources that are considered by the standard referenced above –

  • Value portions of any association recorded on a perceived Indian stock trade.
  • Protections like bonds, debentures, and so forth are registered on any Indian stock trade.
  • UTI units, paying little heed to be cited or unquoted.
  • Capital addition on Mutual Funds that are value arranged, if they are mentioned.
  • Zero-coupon bonds.

R&T Agents of various Mutual Funds

RTAs or Registrar and Transfer Agents are SEBI-approved intermediaries in charge of the paperwork or back-office operations of Mutual Funds like folio statements of units bought and sold by the investor that Mutual Funds can focus on the investment management and marketing portions. Most Mutual Fund has either KARMY or CAMS as their RTA. The only exception is Sundaram MF, who does it by itself. That is, they are their RTAs. Mutual fund investors do several transactions on any day like buy, sell or switch units. They can also request an address change or a bank mandate change.


  • Axis Mutual Fund
  • Baroda Pioneer Mutual Fund
  • BOI AXA Mutual Fund
  • Canara Robeco Mutual Fund
  • DHFL Pramerica Mutual Fund
  • Edelweiss Mutual Fund
  • Essel Mutual Fund
  • Franklin Templeton Mutual Funds
  • IDBI Mutual Fund
  • India Bulls Mutual Fund
  • INVESCO Mutual Fund
  • JM Financial Mutual Fund
  • LIC Mutual Fund
  • Mirae Asset Mutual Fund
  • Motilal Oswal Mutual Fund
  • Principal Mutual Fund
  • Quantum Mutual Fund
  • Reliance Mutual Fund
  • Taurus Mutual Fund
  • UTI Mutual Fund


  • Aditya Birla Sun Life Mutual Fund
  • DSP BlackRock Mutual Fund
  • HDFC Mutual Fund
  • HSBC Global Asset Management
  • ICICI Prudential Mutual Fund
  • IDFC Mutual Fund
  • IIFL Mutual Fund
  • Kotak Mutual Fund
  • L&T Mutual Fund
  • Mahindra Mutual Fund
  • PPFAS Mutual Fund
  • SBI Mutual Fund
  • Shriram Mutual Fund
  • TATA Mutual Fund
  • Union Mutual Fund
  • Yes Mutual Fund


  • Sundaram BNP Paribas Fund Services
  • Sundaram Mutual Fund
  • BNP Paribas Mutual Fund

Get Combined Capital Gains Statement

You can utilize Capital Gains Reports mail-back service given by RTAs like CAMS and KARVY on the off chance that you have put finances into Mutual Funds. It doesn’t make any difference in the off chance you have put resources into Regular funds or direct Fund. You have contributed straightforwardly or through the intermediary, or you have contributed on the web or offline. All it requires is your email id. You can get it from the individual Mutual Fund organization as well. The benefit here is that you get Gain Statement for every Mutual Fund administration by that RTA in one spot. If you don’t have any ventures with Sundaram, you need to get the Capital Gains report from two places – CAMS and KARVY. How To Get Capital Gain Statement from HDFC Securities.

How to get Combined Capital Gains Report of Mutual Funds from CAMs

  • Step 1: Go to the CAMS online webpage and then click on the option to accept T&Cs and then click on “Proceed.”
  • Step 2: Realized Gain Statement: Click on the recognized gain statement option.
  • Step 3: Enter the necessary details: In the case of the period, select the default option of the current FY and previous FY. Enter the email ID registered in the investment folios. Moreover, PAN is elective, but if you provide your PAN number, it will also incorporate those investments under your PAN where you might not have registered your email id. Lastly, choose “All Funds” and “email an encrypted attachment” for the delivery option.

For the period, you can select

  • Current FY and Previous FY (the default option). When you get it, there would be two Capital Gains statements (both with the same password) – one for the previous FY and one for current FY.
  • It would help if you had a Previous Financial Year for Income Tax.
  • It would help if you had the Current Financial Year for Advance Tax.
  • Second Last FY
  • Third Last FY.

Step 4: Consolidated Capital Gains Statement: Give the password for encrypting the mail. It’ll take about 30 minutes till you get the mail once you submit the form. You will get two Capital Gains Statement files in the mail. One for the previous FY and one for the current FY. Usually, you would utilize the last FY statement since you would be filling returns in June/ July for the previous FY. Furthermore, both the files can be opened with the same password you had set in earlier.

How to get Consolidated Capital Gains Report of Mutual Funds from Karvy

Step 1: Go to KARVY Investor Mailback Service for Capital Gains

Step 2: You will get a screen like this. Fill out the needed details as given below:

  • For email, enter the email id registered in your investment folios. The report will be sent to this email only.
  • Password: this is the password for opening the attachment.
  • Select from and to date: for filing for ITR for AY 2019-20 or FY 2018-19, the dates to be entered are From 1 Apr 2018 to 31 Mar 2019.
  • Click on submit button.

How to get Capital Gain Statement for Shares from Sundaram Mutual Fund

The way toward getting Capital Gain Statment from Sundaram Mutual Fund House is equivalent to other Mutual Fund organizations. It is unique concerning that of CAMS and Karvy as it requires the Folio Number.

When a shared asset financial backer buys an asset, a folio number is allotted by the board organization’s resource to your speculation. You are needed to cite the folio number to discover the worth of your premises or at the hour of any exchanges. Even if that is the case, there is no limitation on the number of folios. A financial backer can likewise have diverse folio number for various assets inside a similar asset house.

Visit the Mutual Fund website, for example, for Sundaram:

We hope that this aids you in understanding how mutual funds are taxed, how to get the capital gain statement of mutual funds from CAMS, Karvy and Sundaram Mutual Funds.

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