What is a Folio Number, and where can I find it on Lakshmishree?

Folio Number is a Unique Identifier assigned by the AMC to track an investor's Mutual Fund holdings within a scheme. It helps in:
 

  • Managing investments easily across different schemes.
     
  • Tracking transactions like purchases, redemptions, and dividends.
     

How to Find Your Folio Number on Lakshmishree:

  1. Log In to your account and navigate to the Mutual Funds Section.
     
  2. Go to the "MF BO Report” section.
     
  3. Go to your Portfolio details section.
     
  4. Click on the Scheme Name you have invested in.
     
  5. You will find the Folio Number under "Holdings Info".
     

This number remains the same for additional investments in the same scheme and can be used for tracking and future transactions.