Download your CAS statement (CAMS / KFintech)
One free PDF with every mutual fund you own, from every app, with every SIP instalment.
1Get the file
- Open the CAS pageInvestors›Statements›CAS – CAMS+KFintech
- Choose “Detailed”
Not Summary. Detailed has every SIP instalment.
- Specific period: first investment → today
Start early so no instalment is left out.
- Folios, email and PAN
“Transacted folios and folios with balance”, and the email your funds use.
- Set a password → Submit
You will type it in Spendly.
- PDF lands in your inbox
Usually within a few minutes.
Pick this, not that
Other ways to get the same file
mfs.kfintech.com
Same statement, other registrar.
mfcentral.com
Sign in with your PAN first.
Emailed monthly
Covers shares and demat mutual funds.
Good to know
The one you set. Didn’t set one? Usually your PAN in CAPITALS (ABCDE1234F).
PAN + date of birth as DDMMYYYY, e.g. ABCDE1234F05011990.
2Bring it into Spendly
- Open ImportInvest›Import
- Pick the file typeMutual funds — CAS statement
- Choose the PDF, type its password
The password you set on CAMS.
- Check the preview → Save
Anything you already have is updated, not duplicated.
Questions
What is the password of a CAMS / KFintech CAS PDF?
The one you set when you requested it. If you did not set one, it is usually your PAN in capital letters. NSDL/CDSL statements use PAN + date of birth (DDMMYYYY).
Detailed or summary CAS — which should I download?
Detailed. It includes every purchase, SIP instalment and redemption, which is what you need for real returns. Summary only shows balances.
Is the CAS statement free?
Yes. CAMS, KFintech and MF Central send it free of charge to the email registered with your folios.
Does the CAS include funds I bought on Groww or Zerodha Coin?
Yes. The CAS lists every folio under your PAN, whichever app you bought through — Groww, Zerodha Coin, Kuvera, ET Money or direct with the fund house.
My fund is missing from the CAS. Why?
The CAS includes folios registered with the email you entered. A folio registered with a different email or without your PAN will not appear — update it with the fund house.