A 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:
- Log In to your account and navigate to the Mutual Funds Section.
- Go to the "MF BO Report” section.
- Go to your Portfolio details section.
- Click on the Scheme Name you have invested in.
- 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.