A Consolidated Account Statement (CAS) is a single, combined statement that gives you a complete view of all your investments across mutual funds and demat accounts.
It’s like a unified investment summary, showing all your transactions and holdings in one place—making it easier to track and manage your portfolio.
The CAS is generated based on your PAN (Permanent Account Number) and consolidates data from:
- All mutual fund investments across different fund houses
- Securities held in demat accounts with NSDL and CDSL
This means you don’t need to maintain separate statements for each fund house or depository; everything is included in one convenient report.
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