Guide to Download Capital Gain Statement from Axis Direct

Introduction

• Capital gains are profits one earns from the sale of assets such as stocks, mutual funds and real estate. The gains will be classified as short term or long term based on how long they have been held.

• Instead of manually entering the details you can simply upload a “Capital Gains Statement” that is a consolidation of your investment performance, capital gains and income on Axis Direct for the current and last financial years.

• This guide covers the step by step procedure to fetch this gain statement from the Axis Direct website.

Process for Axis Direct Capital Gains Statement

Step 1 : Login to your Axis Direct Demat Account

• Click on the following link https://login.axisdirect.in/

• Click on the Login button to be redirected to the Login page shared in the screenshot

• Enter the Login Credentials

 Step 2 : Navigate to the Portfolio section

• Under Equity & Derivatives, select on Portfolio

Step 3 : Select the Capital Gains/Loss report

• Under Portfolio, click on Reports

• Now inside Reports, select Capital Gains/Loss statement

 Step 4 : Download the statement

• Nowselect the timeframe for which you want to download the report and click on Go

• Click on Download option at the right and the download the report in PDF format