I have invested in many mutual funds. When I downloaded the consolidated mutual fund holding from Karvy website, I get only the market price of my holdings, not the purchase cost. Can you please tell me how can I get the purchase cost? As I have said, I have investments in many mutual funds and I haven't kept track of the purchase cost of all funds.
- Hiren Joshi
You have two options while obtaining a consolidated account statement of your mutual fund holdings. One is getting a summary statement which gives you only balance and valuation. The second option is getting a detail account which gives the details of transactions. Click on the second option (detailed) and you will get all the necessary details.
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This article was originally published on October 13, 2015.
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