Guide to Download Capital Gain Statement from CAMS

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 / Loss Statement” that is a consolidation of your investment performance, capital gains and income using CAMS for the current and last financial years.

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

Process for CAMS Capital Gain/Loss Statement

Step 1 : Go to https://www.camsonline.com/Investors/Statements/Capital-Gain&Capital-Loss-statement

Step 2 : In Period, select the Financial Year (FY) for which you want to file for.

Step 3 : Enter your personal Email address and PAN. The report will be sent to this email address.

Step 4 : From the Delivery option dropdown, select Email an encrypted attachment.

Step 5 : In the Mutual Fund dropdown, Select All Mutual Funds

Step 6 : Under Statement Format, Select Excel.

Step 7 : Enter a desired password in PASSWORD and CONFIRM PASSWORD fields. The email attachment will be password protected with the password you enter here.

Step 8 : Click on Submit. You will receive your capital gain report on your personal email. Download the report.

Step 9 : We currently support .xlsx format, so when you download the file, open the file in Excel/Google Sheets and Save as .xlsx.