Missed call facility to know your mutual fund investment status

Did you know that you could know all the details about your mutual fund investments by just giving one missed call to the mutual fund company? Many people are not aware of this feature provided by most mutual fund AMC’s.

This facility is available anytime, anywhere in India round the clock.This is the total cost-effective way of knowing the mutual fund balance instantly.

What are the details you will get it by giving a missed call?

1) Your Folio(s) Details

2) The total valuation of your Folio(s)

3)  Scheme-wise valuation(s) for your investment(s)

4) Few AMCs provide facility to send the statement to your registered Email Id too.

Eligibility to know Mutual Fund Valuation with Missed Call facility

It is free but it does not mean all can avail of this facility. There are certain eligibility conditions and they are as below.

  • The facility is available only for folio(s) where you hold any units.
  • The mobile number has to be registered in the folio(s).
  • For receipt of account statement, the email ID has to be registered in the folio(s).

Missed Call Facility – Know Mutual Fund Valuation via SMS instantly

Now let me explain you the procedure to know the mutual fund valuation via SMS instantly at free of cost.

  • Give a missed call to respective Mutual Fund Companies provided Missed Call facility numbers (I shared the list below) from your registered mobile number. You may prefix “+91” to the number if you are not able to get through or if you are dialing from a registered international mobile number.
  • You may hear a message acknowledging receipt of your missed call. (The phone will get cut in case of a few companies, however, you must wait, you will receive all the date in the form of text messages)
  • You will shortly receive SMS on your registered mobile number providing scheme-wise valuation(s) along with total valuation.
  • The details will be received for all your folio(s) where you hold any units and the aforesaid mobile number is registered.
  • If email ID is also registered, then the account statement will be additionally received for the folio(s) on your registered email ID.
  • If your mobile number is not registered, you shall receive an SMS stating the same with a request to get the mobile number registered with us in the folio(s).

List of numbers of Mutual Fund Companies to know Mutual Fund Valuation via SMS instantly

Here are the numbers with respective AMCs whereby giving a missed call, you can know Mutual Fund Valuation via SMS instantly at free of cost.

Sr NoAMC NamePhone Number
1Aditya Birla Sun life8976096036
2DSP Investment Managers Pvt Ltd9015039000
3HDFC Asset Management (India) Pvt Ltd8506936767
4ICICI Prudential Asset Management Company Ltd8882244488
5IDBI Asset Management Ltd9212993399
6L&T Investment Management Ltd9212900020
7SBI Funds Management Pvt Ltd8010968318
8UTI Asset Management Company Ltd9289607090
9Karvy Missed Call Facility to receive SMS from Karvy Services AMCs9212993399
10Quantum AMC6107 3807
11Sundaram AMC8010945114

For Karvy registered AMC

Please visit https://www.karvymfs.com/karvy/InvestorServices/InvCustomerCare.aspx to get list of AMC served by Karvy

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