Ch.2 · Advantages and Limitations of Mutual Funds · medium

What is a Consolidated Account Statement (CAS)?

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EXPLANATION

A CAS (Consolidated Account Statement) is issued by RTAs (CAMS/KFintech) and shows all mutual fund transactions and holdings of an investor across all AMCs in a single statement. It is generated based on PAN and sent monthly if there is any transaction, or half-yearly otherwise.

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