: Enter your PAN, date of birth (DOB), and your CAS ID (or demat account details) to track and download your statement.

If you hold shares in a demat account along with mutual funds, the depositories (NSDL or CDSL) provide the most complete "Combined CAS".

If you primarily invest in mutual fund units held in statement-of-account (SOA) form, the Registrar and Transfer Agents (RTAs) offer a convenient "mail-back" service.

: Select "CAS Statement" under Investor Services. You will need your 16-digit Demat BO ID and PAN to receive an OTP for download. 2. From CAMS or KFintech (For Mutual Funds Only)

There are three primary ways to generate your CAS based on the type of investments you hold. 1. From NSDL or CDSL (For Mutual Funds + Stocks)