• ABOUT CAS FILE

  NSDL CAS is a single account statement consisting of transactions and holdings in investor's demat account(s) held with NSDL and CDSL as well as in units of Mutual Funds held in Statement of Account (SOA) form. The statement enables investors to have a consolidated view of his/her financial assets and provide an insight of his/her portfolio across various asset classes. NSDL CAS provides enrich investor experience of managing his/her portfolio effectively and benefit him/her in many other ways viz. better decision making, simplified monitoring, rich analysis of portfolio etc.

• WHEN DOES AN INVESTOR RECEIVE CAS FILE?

  As per SEBI guidelines, if there is any transaction in any of the demat accounts of an investor or in any of his/her mutual fund folios, then CAS will be sent to the investor in the next month in respect of transactions executed in previous month along with the holdings. Hence, if investor has done transaction(s) in every month, then he/she will get CAS every month. However, in case there is no transaction in any of the mutual funds folios and demat accounts in any month of the year, then CAS with holding details will be sent to the investor on half yearly basis viz., CAS will be sent with holdings as on March and September end in the next month viz., April and October respectively. For more information, you can visit https://nsdlcas.nsdl.com/#faqSection.

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