Getting Mutual Fund Details Using Your Folio Number: A Step-by-Step Guide

If you are looking to retrieve details of your UTI Mutual Fund investments using just your folio number, this guide is here to help you. Whether you have lost your account statement or wish to check the status of your mutual fund investments, this step-by-step process will ensure you access all the necessary information.

Step 1: Visit the Official UTI MF Website

To get started, navigate to the official UTI Mutual Fund website. On the homepage, locate the option labeled UTI MF SOA or Request for Statement. This is where you can initiate your request for an account statement.

Step 2: Enter Your Details

In the designated field, enter your folio number. Alternatively, you can use the first holder's PAN (Permanent Account Number) or the email ID that is registered under your folio. This information will be used to retrieve your account details.

Step 3: Choose Delivery Option

Select how you would like to receive your statement. You can opt to have an online summary sent to your registered email address or choose a physical copy to be delivered to your registered postal address. This flexibility ensures that you receive your statement in a convenient manner.

Step 4: Review and Submit

Before submitting your request, review the information you have entered for accuracy. Once confirmed, submit your request. This step is crucial to ensure that the information matches your records accurately.

Step 5: Access Your Statement

After submitting your request, you should receive your account statement via the delivery method you chose. The statement will provide you with detailed information about your mutual fund holdings, including the value, performance, and other relevant details.

Remember, keeping your contact details up to date with the mutual fund house is crucial for receiving timely statements and updates. Any changes in your contact information must be updated immediately to avoid any delays.

Note: The process may vary slightly depending on the specific services offered by UTI Mutual Fund at the time of your request. Always refer to the latest information available on their official website or customer service portal for the most up-to-date instructions.

Additional Resources

For more detailed assistance, you can visit the following resources:

UTI Mutual Fund Invest Online Request for Mutual Fund Statement - Customer Service - UTI Mutual Fund How to Get Mutual Fund Statement - Fincash

This guide aims to simplify the process of accessing your mutual fund details with just a folio number, ensuring you stay informed about your investments.

References:
1. UTI Mutual Fund Invest Online.
2. Request for Mutual Fund Statement - Customer Service - UTI Mutual Fund.
3. How to Get Mutual Fund Statement - Fincash.
4. UTI Mutual Fund Invest Online.
5. How to Get Mutual Fund Statement - Fincash.
6. What is Mutual Fund Folio Number: How to get one - Investment Simplified.
7. How to Check Mutual Fund Status with Folio Number - IndiaInfoline.