Скачать или смотреть How to reconcile your MF investments

When it comes to mutual funds, there's a default practice every investor should follow.

1. Always check your Statement of Account (SOA) on your registered email. You can also request your broker or advisor to send it to you.

2. Review your NSDL, CAS, or CDSL statements, typically available 10-15 days after the previous month. This allows you to see all your holdings at once.

3. For a comprehensive view, log in directly to CAMS and Karvy, the RTAs for mutual fund houses. They send a consolidated statement including all your mutual fund investments.

It's not about checking monthly, but having this information in a tabular format is a good habit. Stay informed and take charge of your investments!

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