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Convenience is just a click away! myCAMS is a web based application developed by CAMS for investors to enable them
to create a single login user id through CAMS website or through Mobile App Version and enable them to transact across
all participating Mutual Funds who have authorized CAMS to provide designated services through this application using
the single login.
Accessibility
User Registration
Investor shall register for myCAMS with the registered email in the folio(s) as User ID. Investor must ensure same email
ID has been registered in all the folios held by him/her in the participating mutual funds serviced by CAMS. Single
registration is sufficient either in myCAMS mobile app or myCAMS online. Users can use the same login credentials for
both. Password credentials sent to the registered email id will be valid for only two days and if the investor does not
use the same, he / she needs to complete new User Registration process or generate new Password using Forgot
Password option.
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Registration steps in myCAMS desktop are given below;
a. Visit www.camsonline.com --> Investor Services --> myCAMS
b. Click on ‘New User Registration’ to create new user.
c. In the ‘New User Registration screen’, enter the registered email id and captcha. Click on Submit.
d. On completion of the registration process, an alert confirming the same is displayed on the screen.
e. New User Registration confirmation mail sent to user registered email id, along with the login credentials.
f. This user id and password to be used for initial login in myCAMS ‘User Login’ screen.
g. The 1st time myCAMS user login navigates to the ‘Change Password’ screen, allowing users to set their desired
password as per the password logic displayed in the screen.
h. User may now re-login to myCAMS with the user id as the registered email id and the new set password.
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Portfolio Mapping
All your MF investments serviced by CAMS automatically gets mapped to the portfolio provided you have the same
email id registered across all your folios. If in case any of your folios are missing in myCAMS login, please ensure that
your email id is updated in the respective folios.
You may use PAN based service request form to update your contact details and KYC in the funds serviced by CAMS.
You may submit or courier the original physical copy of the duly filled and signed PAN based request form at the
nearest CAMS Service Center. The request will be verified and processed within 7 business days. Folios get mapped to
myCAMS once email id is updated in your folios.
As consolidating data from other RTAs cannot happen on real time, myCAMS presents portfolio valuation of CAMS
serviced Mutual Funds only.
Services offered
myCAMS brings you a host of features that will help you not only to stay updated on your MF investments across all
funds serviced by CAMS but also transact with ease.
Manage Account Portfolio Valuation statements, View your profile, View your SIP status and Change of Dividend
option
Transact - Purchase, Redemption, Switch, View of recent transactions made.
NAV & Dividend View NAV & Dividend rate details for all the schemes of the Funds handled by CAMS
Statements Active Statement, Consolidated Account Statements [CAS] for all CAMS handled Funds, CAS- All RTAs
[covering majority of the mutual funds available in India], Portfolio Valuation, Realized Gains, Transaction details
Customer Care Query, Complaint, Download Service request forms, CAMS Locations, Change of Password
CAMS Viveka A knowledge series on various Mutual Fund topics of interest / importance, Mutual Fund FAQs, Money
Mantra and Distributor News. Money Mantra is the exclusive investor education program conducted by CAMS to promote
knowledge about investment
Policies / T&C Data Protection Policy, Terms and Conditions intended for the investor services provided by CAMS are
listed down for investor awareness.
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Manage Account:
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Online Financial Transactions:
Create New Folio (both in existing Fund and New Fund)
Additional Purchase
Redemption
Switch
Registration of Systematic Transactions (SIP, STP, SWP)
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Invest New (New Folio Creation):
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10. Only online fund transfer i.e. only banks with TPV option through the payment gateway option is
allowed.
11. Upon selection of appropriate option, investor will be directed to the respective banks log-in page and upon log-in
to bank account, it will go directly to banking payment menu and submit the request for fund transfer.
12. User has to complete the transaction within the prescribed timelines [20 minutes] and thereafter it will be time-
out and investor has to log-in again.
13. The successful orders will reach RTA for further processing.
14. Post completion of transaction, confirmation will be displayed on the screen and reference number will be
populated – which investor may kindly note and quote the same for any queries.
15. NAV applicability will be based on transaction submission time [CAMS Server time will be considered] and funds
realization date / status.
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6. Option to key-in the Distributor code, sub broker code and EUIN for investing in Regular plans
7. Once the folio is selected and investor has to input scheme category, scheme, dividend option, investment amount
and choose payment type and bank name
8. Only online fund transfer i.e. only registered banks in the folio / debit card option through the payment gateway
option is allowed
9. Upon selection of appropriate option, investor will be directed to the respective banks log-in page and upon log-in
to bank account, it will go directly to banking payment menu and submit the request for fund transfer
10. The successful orders will reach RTA for further processing
11.User has to complete the transaction within the prescribed timelines [20 minutes] and thereafter it will be time-out
and investor has to log-in again
12. Post completion of transaction, confirmation will be displayed on the screen and reference number will be
populated – which investor may kindly note and quote the same for any queries
13. Where delay in payment confirmation due to session time expired / late confirmation from bank, these
transactions will be processed after getting the credit confirmation from payment gateway service provider
14. NAV applicability will be based on transaction submission time [CAMS Server time will be considered] and funds
realization date / status
15. There is every possibility that connectivity may fail post debit of investor account and final confirmation reaching
the investor due to transaction will not get through
16. All other validations as currently available for online transactions will also be applied
Redeem:
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Steps involved in Redeem:
1. Investor will log-in into myCAMS through valid user-id and password
2. Applicable folios will be displayed upon selection of fund name
3. Investor needs to select the folio in which he/she wishes to transact for placing the redemption order
4. Redemption will be allowed only for valid folios having unit balance
5. Option to select one of the registered bank mandate in case multiple bank mandates has already been registered in
the folio
6. Once the folio is selected, investor has to select scheme, units/amount to be redeemed, agreeing to the terms and
conditions and click ‘Generate OTP’
7. OTP will be generated and sent to investor’s registered mobile number
8. The mobile number registered in the respective folio(s) will be considered as registered Mobile Number
9. The OTP will expire in 15 minutes from the time sent to the registered mobile number
10. Investor has to key-in the OTP in the screen for necessary authentication
11. Post completion of transaction, confirmation will be displayed on the screen and reference number will be
populated – which investor may kindly note and quote the same for any queries
12. Redemption will not be allowed if mobile number has not been registered in the folio
13. All other validations as currently available for online transactions will also be applied
Switch:
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Steps involved in Switch:
1. Investor will log-in into the myCAMS through valid user-id and password
2. Applicable folios will be displayed upon selection of fund name
3. Investor needs to select the folio in which he/she wishes to transact for placing the switch order
4. Switch will be allowed only in open ended schemes – both source scheme and target scheme
5. Once the folio is selected and investor need to select source scheme, target scheme, amount or units
6. If the target scheme is Direct plan, Distributor code will be Direct
7. If the target scheme is Regular plan, option to key-in the Distributor code, sub broker code and EUIN will be
facilitated
8. Post completion of transaction, confirmation will be displayed on the screen and reference number will be
populated – which investor may kindly note and quote the same for any queries
9. All other validations as currently available for online transactions will also be applied
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4. Required data fields for SIP registration to be provided by investor;
MF, Folio and Scheme selection
Investment Frequency
SIP Day (Date)
SIP Start and End Date
No. of SIP installments
Installment Amount (with minimum amount display)
Select Bank (only TPV banks)
Broker details to be captured if Regular plan
5. Upon completion, SRN (Systematic Registration Number) is generated. Investor needs to use this SRN number to
register in BillPay services with his/her NetBanking
6. Post completion of transaction, confirmation will be displayed on the screen and reference number will be
populated – which investor may kindly note and quote the same for any queries
7. SIP Registration requests conforming to the above rules successfully updated into CAMS TA system and
acknowledgement is sent to the email id/Mobile number registered against the folio number and User ID
8. All other validations as currently available for online transactions will also be applied
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Steps involved in STP:
1. Investor will log-in into the myCAMS through valid user-id and password
2. Applicable folios will be displayed upon selection of fund name
3. STP will be allowed only in open ended schemes and schemes only with systematic transactions enabled.
4. Required data fields for STP registration to be provided by investor;
MF, Folio and Scheme selection
Target Scheme details
Transfer Frequency
Transfer Date
Transfer Start Date , End Date
No. of Transfers
Transfer Amount
Broker details to be captured if Target scheme is selected as Regular plan
5. Post completion of transaction, confirmation will be displayed on the screen and reference number will be
populated – which investor may kindly note and quote the same for any queries
6. STP Registration acknowledgement is sent to the email id/Mobile number registered in folio
7. All other validations as currently available for online transactions will also be applied
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Steps involved in SWP:
1. Investor will log-in into the myCAMS through valid user-id and password
2. Applicable folios will be displayed upon selection of fund name
3. SWP will be allowed only in open ended schemes and schemes only with systematic transactions enabled.
4. Required data fields for SWP registration to be provided by investor;
MF, Folio and Scheme selection
Payout Bank
Withdrawal Type: Fixed Amount
Withdrawal frequency (Daily, weekly, fortnightly, monthly)
SWP Day (Date)
SWP Period: Start Date and End Date
No. of withdrawals
Withdrawal amount
5. Post completion of transaction, confirmation will be displayed on the screen and reference number will be
populated – which investor may kindly note and quote the same for any queries
6. SWP Registration acknowledgement is sent to the email id/Mobile number registered in folio
7. All other validations as currently available for online transactions will also be applied
Both current and history of NAV and Dividend details of the various schemes are listed down.
STA
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STATEMENTS:
Investors can consolidate all their holdings in all Funds serviced by CAMS in one single report - and have it sent to their
registered e-mail id. This also includes the Consolidated Account Statement across all RTAs.
CUSTOMER CARE:
a) For queries or complaints related to specific funds, investors can fill and submit the online form.
Our customer service executive will respond to investor queries or complaints via e-mail.
b) Download of Service Request forms
c) Feedback and suggestions on myCAMS
d) Locate nearby CAMS Investor Service Centers
e) Change of Password for myCAMS login
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CAMS Viveka:
a) A knowledge series on various Mutual Fund topics of interest / importance.
b) Mutual Fund FAQs, Money Mantra and Distributor News. Money Mantra is the exclusive investor education
program conducted by CAMS to promote knowledge about investment.
Policies / T & C:
Data Protection Policy, Terms and Conditions intended for the investor services provided by CAMS are listed down for
investor awareness.
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