If you're investing in mutual funds through FYERS, you might come across the term folio number. It's an essential part of how your investments are tracked and managed by Asset Management Companies (AMCs). Here’s a complete breakdown of how it works and how you can find it.
A folio number is a unique ID assigned to you by the AMC when you invest in any of their mutual fund schemes. It functions like a bank account number but specifically for mutual funds. This number helps you and the AMC track your holdings, redemptions, and transactions under one investor profile.
Each AMC issues its own folio number per investor. If you invest in multiple schemes from the same AMC, these investments may be grouped under a single folio—unless you opt for a separate one.
Yes, your folio number is available in the mutual fund order details section on both FYERS Web and App.
| Scenario | Explanation |
|---|---|
| You need folio number to register with AMC | Use the folio number from your trade email or check order details on FYERS. |
| You invested through FYERS but didn’t receive any folio info | Check your inbox or spam for the AMC confirmation email, or check your FYERS order. |
| You hold funds from multiple AMCs | Each AMC assigns its own folio number. You’ll have one folio per AMC. |
| You deleted the confirmation email | Visit the AMC or CAMS/KFintech website to regenerate your statement. |
Last updated: 10 Jun 2025