How to Track My Mutual Fund Investments

How to Track My Mutual Fund Investments: A Simple Guide for Investors

Tracking your mutual fund investments is essential for managing your portfolio and ensuring you’re on the right path to achieving your financial goals. If your investments are spread across different platforms or some of them are held in older, physical forms, it can be challenging to get a consolidated view of everything. But don’t worry, there are ways to streamline the process. Here’s a straightforward guide on how to track my mutual fund investments efficiently.

Why Tracking Your Mutual Fund Investments Matters

Before diving into the tools and techniques, let’s discuss why tracking your investments is important. By keeping tabs on your portfolio, you can:

• Monitor the performance of your investments over time.
• Ensure that your asset allocation is still in line with your financial goals.
• Make timely decisions about rebalancing or switching funds if needed.

1. Use eCAS to Track All Your Mutual Funds in One Place

One of the easiest ways to track my mutual fund investments is by using the Consolidated Account Statement (eCAS). eCAS consolidates information about all your mutual fund holdings across different fund houses into one single statement.

To get your eCAS statement:

• Visit CAMs Online eCAS
• Enter your PAN number and registered email ID used in the folio.

With this statement, you can have a bird’s eye view of all your mutual fund holdings, regardless of where they were purchased. This eliminates the hassle of logging into multiple platforms.

2. Use Apps to Track Your Mutual Fund Investments

Another easy way to simplify how to track my mutual fund investments is by using mobile apps that bring all your investments under one roof. Here are some popular apps to consider:

• Credence Wealthview: Our very own app where you can track all your investments in mutual funds, stocks, FDs, and even real estate. With its easy-to-use interface, you can monitor your entire financial portfolio in real-time across your family.
• MoneyControl: An app for tracking your mutual funds/stocks. It allows you to monitor the daily NAV (Net Asset Value) of your funds, set alerts, and more.
• or similar Investment Apps

Using these apps or similar ones can save you time, provide easy access to information, and help you manage your investments more efficiently.

3. Recovering Older Mutual Fund Holdings

If you hold mutual funds in physical form or invested a long time ago and lost track, don’t worry! There are ways to bring those funds back under your management:

• MF Central: Visit MF Central, a unified platform that helps investors recover old or physical mutual fund investments. You can also view your old holdings and track them digitally.
• Visit RTA Offices: If needed, you can visit the RTA (Registrar and Transfer Agents) like CAMS or Karvy for assistance in recovering physical mutual funds and converting them to online holdings.
• Contact Credence Finvest: If you find this process overwhelming, you can reach out to us at Credence Finvest. Our experts will help you recover your old mutual fund holdings and set you up to manage them online.

4. Importance of Tracking Performance Regularly

Once you know how to track my mutual fund investments, it’s crucial to check in on them regularly. Tracking your investments allows you to:

• Stay informed about any changes in your fund’s performance.
• Rebalance your portfolio if needed, ensuring it aligns with your long-term financial goals.
• Review the impact of market changes on your investments, allowing you to take timely action.

5. Automate Your Tracking Process

If you’re busy and don’t have time to manually track your investments, consider automating the process:

• User Credence Finvest’s App to view your latest fund values and also get updates on your fund’s performance, your goals, and other assets like FD, insurances, etc.
• Set up monthly reminders to review your eCAS statement.
• We provide periodic consultations to ensure your investments remain aligned with your goals.

Final Thoughts on How to Track My Mutual Fund Investments

Tracking your mutual fund investments doesn’t have to be complicated. With tools like eCAS, mobile apps, and professional assistance, you can get a clear, consolidated view of your portfolio and make informed decisions. By staying proactive, you can ensure your investments are performing in line with your financial goals, and you’ll be well-prepared for the future.

Start by using one of the methods mentioned above, and you’ll soon realize that how to track my mutual fund investments is easier than ever!

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Key Takeaways:

• Use eCAS for a consolidated account statement of all your mutual funds.
• Apps like Credence Wealthview, MoneyControl, etc. can help track and manage your investments in one place.
• Recover old or physical mutual funds through MF Central or by contacting us here.
• Regularly tracking your investments ensures they align with your financial goals and allows for timely adjustments.