How Can You Download an SBI Mutual Fund Statement Online?

Your SBI Mutual Fund account statement is the complete official record of every investment you have made — every SIP instalment, every lump sum purchase, every redemption, every dividend received, and the current value of your holdings — consolidated into a single document. In 2026, this statement is available through multiple digital channels within minutes, requiring only your registered email address or PAN card number for access. No branch visit, no phone call, and no waiting period is necessary for any of the available online methods.

Method 1: SBI MF Official Website (sbimf.com)

The most direct route to downloading your SBI Mutual Fund statement is through the AMC’s own website.

Step 1 — Visit sbimf.com. Navigate to the SBI Mutual Fund official website.

Step 2 — Go to the Statement of Account Section. From the main navigation menu, look for the “Investor Services” or “Services” section and select “Statement of Account” — or use the direct link under the investor portal.

Step 3 — Enter Your Details. Enter either your Folio Number (available on previous statements or account opening confirmation) or your PAN card number in the designated field. Select the statement period if prompted — options typically include the last 6 months, last 12 months, or a custom date range.

Step 4 — Submit and Receive by Email. After submitting, the statement is sent to your registered email address as a PDF attachment. The email arrives within a few minutes to a few hours depending on server load. The PDF is password-protected — the password is typically the first four characters of your registered email ID in lowercase followed by your date of birth in DDMMYYYY format (confirm with your AMC as password conventions may vary).

Note: If your email ID is not registered with your SBI MF folio, the statement cannot be sent digitally. Visit the nearest SBI MF branch or CAMS service centre to register your email before using this method.

Method 2: CAMS Online Portal (camsonline.com)

CAMS (Computer Age Management Services) is the Registrar and Transfer Agent (RTA) for SBI Mutual Fund. The CAMS portal allows direct statement download for all SBI MF folios registered with CAMS.

Step 1 — Visit camsonline.com. Navigate to the CAMS investor services portal.

Step 2 — Select “Account Statement.” Under Investor Services, select the Account Statement or Consolidated Account Statement (CAS) option.

Step 3 — Choose Statement Type. Select either a single fund statement (for SBI MF only) or a Consolidated Account Statement covering all mutual fund holdings across all AMCs registered with CAMS under the same PAN.

Step 4 — Enter PAN and Email. Enter your PAN card number and confirm your registered email address. Select the statement period. Submit.

Step 5 — Download from Email. The statement is delivered to your registered email as a password-protected PDF within minutes to hours. Password format for CAMS statements: PAN number in uppercase + Date of Birth in DDMMYYYY format (e.g., ABCDE1234F01012000).

Method 3: MFCentral (mfcentral.com)

MFCentral — the joint CAMS + KFintech platform — provides the most comprehensive consolidated statement for investors with holdings across multiple AMCs.

Step 1 — Visit mfcentral.com. Navigate to the MFCentral investor portal.

Step 2 — Log in with PAN and OTP. Enter your PAN card number and verify via OTP sent to your Aadhaar-registered mobile.

Step 3 — Download CAS. The consolidated account statement showing all your mutual fund holdings across all AMCs — including SBI Mutual Fund — is available for download or email delivery from the dashboard. The CAS covers holdings, transaction history, current value, and returns.

Method 4: SBI MF Mobile App

Download the SBI MF app from Google Play Store or Apple App Store. Log in with your registered mobile number and OTP. Navigate to “Portfolio” or “Statement” section. Select the statement period and download or email the PDF directly from within the app.

Method 5: SBI Net Banking (for 3-in-1 Account Holders)

SBI Bank account holders who have linked their SBI MF investments to their net banking can access investment statements through onlinesbi.sbi → Investments & Deposits → Mutual Fund → View Statement. This provides a summary view — for a detailed complete transaction history, use sbimf.com or CAMS directly.

Overview Table: SBI MF Statement Download Methods

Frequently Asked Questions (FAQs)

Q1. What is the password for an SBI MF statement PDF?

For statements sent via sbimf.com, the password is typically the first four characters of your registered email ID in lowercase followed by your date of birth in DDMMYYYY format. For CAMS-generated statements, the password is your PAN in uppercase followed by your date of birth in DDMMYYYY. Confirm the exact format from the email accompanying the statement.

Q2. Can I get a consolidated statement showing all my mutual funds — not just SBI MF?

Yes — use CAMS camsonline.com for a CAS covering all CAMS-registered AMCs, or MFCentral for a statement covering all AMCs (CAMS + KFintech registered). The CAS consolidates all your mutual fund holdings under a single PAN into one document.

Q3. What should I do if my email is not registered with SBI MF?

Visit the nearest SBI MF branch, a CAMS service centre, or use the online email registration link on sbimf.com under the Investor Services section to register your email ID before requesting digital statements.

Q4. Is the statement available in real-time or end-of-day?

The account statement reflects all settled transactions — it is not real-time during market hours. Transactions from the previous business day are reflected after settlement. Current NAV and portfolio value are live during market hours via the SBI MF app and MFCentral dashboard.

Q5. What time period can an SBI MF statement cover?

Custom date ranges are available — from a specific month to the full account history since the first investment. The default options typically include last 6 months, last 12 months, and the full statement from account opening to the current date.