What is a folio number and how can I find it?
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.
What is a folio number?
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.
Can you view your folio number on FYERS?
Yes, your folio number is available in the mutual fund order details section on both FYERS Web and App.
Steps to view your folio number:
- Go to 'Orders'
- Click on 'Mutual funds'
- Select the mutual fund order
- Your folio number will be shown in the 'Order details' section
How else can you find your folio number?
1. Trade confirmation email
- After each mutual fund transaction, the AMC sends a confirmation email.
- This email includes your folio number and scheme details.
2. Mutual fund statement
- Visit the AMC’s website and generate your account statement using your PAN or registered contact details.
- Alternatively, go to CAMS or KFintech and request a Consolidated Account Statement (CAS). The CAS will show all folio numbers across AMCs linked to your PAN.
What if you can’t find it?
| 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. |
Use your PAN and registered email to get a CAS from CAMS or KFintech and view all folio numbers in one place.
Last updated: 10 Jun 2025
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