How can I find details of ELSS schemes and download my ELSS statement on FYERS?

How Can I Find Details of ELSS Schemes and Download My ELSS Statement on FYERS?

ELSS (Equity Linked Savings Scheme) mutual funds are tax-saving instruments that allow investors to claim deductions of up to ₹1.5 lakh under Section 80C of the Income Tax Act. FYERS offers only Direct ELSS funds, which have lower expense ratios and no distributor commissions.

Overview of ELSS Mutual Funds on FYERS

  • Eligible for up to ₹1.5 lakh tax deduction under Section 80C
  • Mandatory 3-year lock-in from each investment date (SIP or one-time investments)
  • Invests primarily in equity and equity-related instruments
  • Available in SIP and one-time investment modes
  • Only direct plans (no commission, lower cost) are available on FYERS

Steps to Check ELSS Details & Lock-in Period on FYERS

  • Go to Portfolio > Mutual funds on FYERS Web or App
  • Select the ELSS scheme to view transaction history, holdings, and status
  • For lock-in period tracking, check instalment-wise dates (especially in SIPs)
  • On the scheme page, use the Key insights section to see lock-in, tax, and redemption terms
Note: Before redeeming, check the scheme page, factsheet, and Key Information Memorandum (KIM) for the applicable exit load, lock-in period, and related conditions. For Systematic Investment Plan (SIP) investments, redemption is processed on a first in, first out (FIFO) basis, which means the units purchased first are redeemed first. Before placing the redemption request, check the investment date of each SIP installment to understand which units are eligible for redemption. In Equity Linked Savings Scheme (ELSS) SIP investments, each installment also has a separate 3-year lock-in period.
For more information on charges and Taxes Apply to Mutual Fund Investments in FYERS, refer this article.

Steps to Get Your ELSS Statement or Tax Proof

FYERS does not provide a separate ELSS tax report. Instead, use:

  • AMC-issued Statement: Visit the fund house’s website and generate an account or ELSS year-end statement using PAN
  • CAMS/KFintech CAS: Visit the RTA website to request a Consolidated Account Statement (CAS) using your PAN and email ID

These documents are valid for Section 80C tax filing.

Steps to Find Your ELSS Folio Number

  • Go to Orders > Mutual funds on FYERS Web or App
  • Check the Order history section and search for any ELSS order
  • Or look for the folio number in the AMC’s trade confirmation email
  • Download a CAS from CAMS or KFintech to view all folios linked to your PAN

Steps to Add or Update a Nominee for ELSS Investments

  • Nomination is allowed only for individual investors (single or joint)
  • Go to Profile > Others to add or update nominee details
  • You can nominate up to 3 individuals and assign allocation percentages
  • Joint holders must act together to modify the nomination
ELSS funds combine equity investing with tax benefits. Use the 'Key insights' section in FYERS to track lock-in dates. Always download official statements for tax filing accuracy.

What If...

ScenarioExplanation
You need ELSS proof for tax filingDownload a CAS from CAMS/KFintech or use a year-end statement from the AMC.
You want to redeem during lock-inRedemptions are blocked until each instalment completes its 3-year lock-in.
You mix SIP and one-timeEach SIP instalment has its own 3-year lock-in, tracked separately.
You can’t find ELSS in your portfolioGo to Portfolio > Mutual funds to check your holdings.
You’re switching from a regular planRedeem the regular units and reinvest in a direct ELSS via FYERS.
You lost the AMC emailUse your PAN to regenerate statements from CAMS/KFintech.

Last updated: 17 Nov 2025