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SBI Mutual Fund Statement Download Online Process 2023

SBI Mutual Fund statement download

If you are an investor in SBI Mutual Fund, you might want to keep track of your investments and returns periodically. One way to do that is to download your mutual fund statement online.

A mutual fund statement is a document that shows the details of your transactions, holdings, NAVs, dividends, capital gains, and other relevant information about your mutual fund portfolio.

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SBI Mutual Fund has made it easier to download your mutual fund statement online through their official website sbimf.com

In this article, you will get to know the following points on how to download your SBI mutual fund statement online,

Let’s see each of these points in detail.

Details required to download SBI Mutual Fund statement online

You need to have your folio number and a registered email ID to download your SBI Mutual Fund statement online.

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Steps to download SBI Mutual Fund statement online through website

To download your SBI Mutual Fund statement online,

Step 1: Go to the official website of SBI Mutual Fund

SBI Mutual Fund portal
SBI Mutual Fund portal
  1. First, go to the official website of SBI Mutual Fund at sbimf.com.
  2. Now, click on the “Login” option. The login page will open.
  3. Next, enter your UserID and Password in the specified fields.
  4. Next, click on the ‘Login’ button.

(Direct link to the login page)

In case you are a new user, you need to register first.

Click to know the steps to register on the SBI Mutual Fund portal.

Step 2: Open the ‘Account Statement’ page

Get Statement option
The ‘Get Statement’ option
  1. Once you have logged in, click on the ‘Get Statement’ option.
  2. You can also choose the ‘Statement of Account’ option under Investor Services.
  3. A new page will open.

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Step 3: Select Folio and date range

Account statement page
The ‘Account Statement’ page
  1. On the account statement page, select the ‘Folio No.’ whose statement you want to download.
  2. Now, select the appropriate ‘Statement Period’ from the list of options provided or select a custom range.
  3. Next, select the ‘Statement Format’ from the dropdown list.

Step 4: Download SBIMF account statement

  1. Based on the options selected, you will get two options, Download Statement or Email Statement.
  2. In case you are getting the ‘Download Statement’ option, click on it to download the statement directly.
  3. In case you are getting the ‘Email Statement’ option, click on it, and an email will be sent to your registered email ID. You can download your account statement from the mail.

You can use your PAN number to open the saved PDF. You can also take a printout of the same.

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By following these steps, you can easily download the statement of your SBI Mutual Fund account online through their official website 

Steps to download SBI Mutual Fund statement online through InvesTap

To download your SBI Mutual Fund statement through the official app,

Step 1: Download the SBI Mutual Fund InvesTap app

  1. Download the SBI Mutual Fund InvesTap app from the Play Store or App Store.
  2. Next, open the app.
  3. Next, tap on ‘I already have an account’ to log in. You can also signup by tapping ‘Get Started,’ if you are a new user.
  4. Next, enter your User ID and Password and tap on the ‘Login’ button.
  5. The dashboard will open up.

(Link to download the app)

Step 2: Open the ‘Account Statement’ page

Statements option on InvesTap
The ‘Statements’ option on InvesTap
  1. On the dashboard, tap on the ‘Menu’ button on the top left corner.
  2. Next, tap on the ‘Statements’ option.
  3. Next, tap on the ‘Account Statement’ option.
  4. A new page will open.

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Step 3: Select Folio and statement period

Account statement page on InvesTap
The ‘Account Statement’ page on InvesTap
  1. On the account statement page, select the ‘Folio No.’ whose statement you want to download.
  2. Now, select the appropriate ‘Statement Period’ from the list of options.
  3. Next, select the ‘Statement Format’ from the dropdown list.

Step 4: Download the account statement via InvesTap

Download statement option on InvesTap
The ‘Download Statement’ option on InvesTap
  1. Based on the options selected, you will get two options, Download Statement or Email Statement.
  2. In case you are getting the ‘Download Statement’ option, tap on it to download the statement directly.
  3. In case you are getting the ‘Email Statement’ option, tap on it, and an email will be sent to your registered email ID. You can download your account statement from the mail.

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By following these steps, you can easily download the statement of your SBI Mutual Fund account online through their InvesTap app.

You can also download the SBI Mutual Fund statement from any of the mutual fund registrars such as CAMS or Karvy.

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