Request & import your Mutual Fund CAS from CAMSOnline

What is CAS?

CAMS provides you with a Consolidated Account Statement (CAS) in PDF format.

CAS includes your Mutual Fund holdings & transaction details since inception for all schemes managed by CAMS, Karvy and Franklin Templeton.

Here's a sample CAS from CAMSOnline:

Why import CAS to MProfit?

If you invest in Mutual Funds, the beauty of CAS is that it contains accurate transaction-level details for every single MF scheme traded by you & your family members since inception.

Even though this statement comes from CAMS, it includes all your investments in MF schemes managed by CAMS, Karvy and Franklin Templeton.

MProfit lets you auto-import your CAS directly in PDF format.

This ensures that your Mutual Fund portfolios always stay updated in real-time.

With MProfit, uploading your Mutual Fund transactions and tracking your investment returns are both much easier, thanks to our CAS import feature.

How do I request my CAS from CAMSOnline?

Follow the steps below to request your CAS file from CAMSOnline:

STEP 1: Go to https://www.camsonline.com/, click Accept and then click the Proceed button

STEP 2: Click on Investor Services

STEP 3: Next select, Mailback Services

STEP 4: On the next page, click the Consolidated Account Statement - CAMS+Karvy+FTAMIL option

STEP 5: Enter all required details, as shown in the screenshot below, and then click the Submit button

STEP 6: Your request for CAS is now successfuly placed with CAMSOnline, and you will receive your CAS on your registered email within a few hours

I have my CAS - now how do I import to MProfit?

Once you've received your CAS from CAMSOnline in your email, importing to MProfit is very easy.

STEP 1: Check if your email ID registered with CAMSOnline is the same as your MProfit registered email ID:

  • If yes, great! Proceed with STEP 2
  • If not, make sure you are able to forward your CAS statement from your MProfit registered email ID
STEP 2: From your MProfit registered email, forward the email containing your pdf CAS file to:

x@import.mprofit.in

Your CAS import will now be automatically initiated.

STEP 3: Open the MProfit app on Web / Mobile, go to your Import Log and complete the pending CAS import.

Useful import tip

You can set up an auto-forwarding rule in your MProfit registered email inbox, so that your CAS is auto-forwarded to your MProfit account as soon as CAMSOnline sends it to you via email.

Learn how to set up auto-import in MProfit