CAS stands for Consolidated Account Statement. This statement can be defined as a document that summarizes investments made by an individual in mutual funds and securities held in demat mode. CAS contains crucial details like net asset value, market value of the investment, bonus payments and so on. 

If you want to download your CAS statement, you must download it from the depository institution you have a demat account with i.e., either CDSL or NSDL. One can download a CAS statement from CDSL or NSDL easily by following the steps mentioned in this blog post.

What does CAS Statement include?

A CAS includes the following details:-

  • Name
  • Address
  • PAN
  • Contact Details
  • Fund Names and Units along with Market Value
  • Purchases and Redemptions
  • SIPs
  • Amounts and Dates of Dividends received
  • Investment Distribution
  • Net Asset Value
  • Portfolio Value
  • Other Details

How to Download CAS Statement from CDSL?

Investors can download CAS statements from CDSL easily by visiting the official website of CDSL India. Follow the steps below to learn how to download CAS statement via official CDSL portal:-

Step 1:- Visit the official CDSL India portal @ https://www.cdslindia.com/index.html. 

Step 2:- Now, once you’re on the homepage, click on the Login option available on the top right side of the page.

Step 3:- Click on CAS/Declare Bonafide option and thereafter click on ‘Login’ button. After that, you will be redirected to a new page.

Step 4:- On the new page, enter your PAN No. consisting of 10 digits.

Step 5:- Now, enter your demat account number of 16 digits.

Step 6:- Enter your date of birth and characters displayed, then click on submit option.

Step 7:- After this, an OTP password will be sent on your registered mobile number.

Step 8:- Enter the OTP and then click on the submit option. 

Step 9:- Then, click on ‘Download CAS’.

Step 10:- Select the desired period for which you want to download CAS statement and then click on the ‘search’ option.

Step 11:- Finally, click on⬇ to download or 🖂 to send to the email.

How to Download CAS Statement from NSDL?

Investors with a demat account with the depository institution NSDL can download their CAS statement by visiting the official website of NSDL India for e-services. The following steps need to be taken to download the CAS via official NSDL portal:- 

Step 1:- Visit the official NSDL e services portal @ https://eservices.nsdl.com/.

Step 2:- Now, click on ‘register online for IDeAS’.

Step 3:- Once you’re on the NSDL e-Services login page, enter DP ID and Client ID.

Step 4:- Then, enter verification code before clicking on the login button.

Step 5:- Once you’ve logged in, look for option “View/Download CAS Statement” on the main dashboard.

Step 6:- Afterwards, you need to select the month and year for the consolidated account statement.

Step 7:- Finally, click on ‘download’ button to download CAS statement in PDF format.

Benefits of Downloading CAS Statement

Below, we have stated the major benefits of downloading consolidated account statement via CDSL/NDSL:-

  • Brings all your investments in one place:- A CAS brings together your mutual funds, stocks and demat holdings into a single, easy-to-read document. This makes it much easier to track your entire investment portfolio.
  • Complete view of your investments:- The statement shows your transaction history, current portfolio value and the latest Net Asset Value of your mutual fund investments. You do not have to switch between multiple apps or platforms just so you can check your holdings.
  • Makes tax filing easier:- A CAS provides an official record of your investments and transactions. It also helps you calculate capital gains. As a result, this statement makes it a lot easier to prepare and file your income tax returns.
  • Free and fully online:- You can download your Consolidated Account Statement online at no cost. Therefore, there is no need to visit any branch or complete lengthy paperwork to get this statement.
  • Helps identify unauthorized transactions:- Regularly checking your CAS can help you quickly spot suspicious activities, unauthorized transactions or any discrepancies in your investment records.
  • Keeps your investor details updated:- The statement also displays the details pertaining to the latest nomination as well as investor’s demographic details. It allows you to verify that your investment records are accurate and up to date.

Conclusion

CAS is an important document that allows you to check details related to your investment, such as mutual fund holdings, dividends, SIPs, etc. By following the steps mentioned in this blog post, you can easily download CAS statement online from the NSDL/CDSL portal. By downloading this statement, you can get important information related to your investments!

Frequently Asked Questions (FAQs)

Q1. What is the purpose of the CAS?

CAS is a monthly statement that allows the investors to track their investments regularly and make better investment-driven decisions.

Q2. CAS can be obtained from which two depository institutions in India?

CDSL and NSDL are the two depository institutions in India from which CAS statements can be obtained.

Q3. Where can I download CAS for free?

You can download your CAS (Consolidated Account Statement) for free through the official portal of the depository where you have your demat account, either NSDL or CDSL. 

Q4. If there is any discrepancy in the CAS, what can I do?

In case of any discrepancy in the CAS, you should immediately report it to your Depository Participant.

Q5. Can I generate CAS for a specific period?

Yes. You can generate CAS for a specific period. For this, you simply need to

choose the desired period. After that, you can view transactions and holdings for that time period.

Q6. Can I download CAS via the CDSL portal without entering my PAN card number?

No. You need to enter your PAN card number if you want to download CAS via the CDSL portal. 

Q7. Is CAS useful for ITR preparation?

Yes. CAS is quite useful for income tax return (ITR) preparation as it allows the taxpayers to verify and report their investment-related income correctly.