Securing Hannav Ledger...
Securing Hannav Ledger...
Glossary
A folio number is a unique account identifier assigned to an investor by an AMC or registrar, tracking all mutual fund investments under that account.
Your unique account number with a mutual fund company, like a bank account number.
All SIP instalments and lump-sum purchases in the same scheme and holding pattern get consolidated under one folio unless a new one is explicitly requested.
An investor’s SIP and lump-sum purchases in the same fund and AMC appear under a single folio number.
Your unique account number with a mutual fund company, like a bank account number.
Folio Number helps you evaluate products, compare options, and make informed decisions aligned with goals, tax rules, and risk tolerance in the Indian financial system.