How to Search for Mutual Funds by Folio Number?

Are you losing track of your mutual fund investments? With your folio number handy, check the mutual fund status via your preferred method. 

The mutual fund industry in India has added 30 lakh folios as of June 2025, alongside onboarding 4 lakh new investors. Amidst this, seasoned as well as new players are seeking ease of access and transparency, opting for digital platforms to manage mutual fund investments. 

We will walk you through the various ways to search mutual fund by folio number, covering online portals to customer care support. Let's get started!

Quick Overview  

• A folio number is a unique identifier for mutual fund accounts, which allows smooth portfolio tracking as well as management.
• Investors can retrieve a folio number if forgotten through AMC portals, customer service, etc.
• Investors must keep their folio information safe and their contact details updated.

Steps to Search Mutual Fund by Folio Number 

Keeping track of your mutual fund investments has never been easier. By finding out your folio details and status, proceed to track dividends, monitor the overall investment performance and arrive at informed decisions regarding your portfolio.

Let's explore the various ways in which you can check your mutual fund status.

Check the Mutual Fund Status in Online Mode

Step 1: Go to the official website/app of your AMC.

Step 2: Access the information regarding fund balance, transaction history and beyond.

Here are the steps to check your fund status through AMC customer care:

Step 1: Go to the AMC's office. Alternatively, you can call or email customer care.

Step 2: Present the required information for verification and get the status of your mutual fund folio.

Check Mutual Fund Status via Registrar's Website

Step 1: Register on the relevant registrar websites.

Step 2: Use your phone number and PAN to register and view the details.

Alternatively, you can connect with your broker to check the mutual fund status. The brokers shall provide real-time details regarding your investments.

Check via the consolidated account statement:

Step 1: Investors who have a demat account receive consolidated account statements from the depositories like CDSL or NSDL.

Step 2: Such statements are sent through email and include details about mutual fund performance, mentioned folio-wise.

Folio Number Meaning and Relevance

A folio number is essentially an identification number that is uniquely assigned to a mutual fund investor by an Asset Management Company. A unique alphanumeric code is linked to the Permanent Account Number (PAN). It is important for the completion of the KYC verification process at the time of investment.

Here’s how the folio number helps the investor stay organised and in ultimate control of their mutual fund investments:

• It serves as a unique identifier for specific investments in mutual funds.
• The folio number provides a consolidated record of all the investment transactions made via a singular folio number.
• It prompts easy tracking and makes management of investments with the AMC much simpler.

How to Find the Folio Number? 

Final Word 

Now tracking your mutual fund investments does not have to feel overwhelming. Get all the required details and stay on top of your investments once you search mutual fund by folio number. However, if you are looking to start off your investment journey on a less risky note then opt for high-interest fixed deposits on the Stable Money app.