Master in Accounts & high court Advocate
9615 Points
Posted on 16 April 2025
To check the folio details of your old CANPEP'93 mutual funds, follow these steps¹: -
*Gather required documents*: Collect your PAN card and the mutual fund certificates you've found. -
*Contact CAMS*: Reach out to Computer Age Management Services (CAMS), the registrar for the fund house, to inquire about your folio details.
You can visit their local office or check their website. - *Check online*: Look for the "unclaimed mutual fund" section on the CAMS website, where you can search for your folio details using your PAN number. -
*Verify holdings*: If you find your folio details, verify the current holdings and check if the funds have been redeemed or not.
Additionally, consider the following: -
*Know your fund details*: Having the name of the mutual fund scheme and the Asset Management Company (AMC) will help you in your search. -
*Check for consolidation*: If you've invested in multiple schemes or plans, ensure you consolidate all the information. If you're still unsure, you may want to consult with a financial advisor or contact the mutual fund company directly for assistance.