How Mutual-fund folio number works
One investor can have several schemes under a folio and may also have multiple folios with the same AMC. It is not the same as a scheme code, ISIN or demat account number.
An example
A family may consolidate eligible folios for easier servicing, but ownership, tax history and nomination details should be checked first.
Why it matters for your family
Keep folio records with the CAS and nomination information so family members can identify and service investments when needed.
Questions people ask
- What does Mutual-fund folio number mean?
- A folio number is the account reference an asset management company assigns to an investor's mutual-fund holdings.
- Why does Mutual-fund folio number matter for a family?
- Keep folio records with the CAS and nomination information so family members can identify and service investments when needed.
- Where can I verify information about Mutual-fund folio number?
- Start with AMFI, linked on this page, and the current official document for the product or tax year involved.