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Request Historic Data
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A) CAMS
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Register for Client Master mailback file.
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| Step1: |
Visit http://www.camsonline.com |
| Step2: |
Goto MAILBACK SERVICES link |
| Step3: |
Identify yourself providing the E-mail id. |
| Step4: |
Select All AMC's in the drop down menu |
| Step5: |
Goto "Propeitary Data" and select the report WBR9. |
| Step6: |
Goto the "Desired Output Format" at the bottom of the page and select "dbf", press submit |
| Step7: |
Goto "Select Your Parameters" and in the period select date range, the difference of period should be less than or equal to one year, press Next |
| Step8: |
Enter you password for self extraction |
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Register for Transaction Master mailback file.
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| Step1: |
Visit http://www.camsonline.com |
| Step2: |
Goto MAILBACK SERVICES |
| Step3: |
Identify yourself providing the E-mail id. |
| Step4: |
Select All AMC's in the drop down menu |
| Step5: |
Goto "Customer Service" and select the report WBR2. |
| Step6: |
Goto the "Desired Output Format" at the bottom of the page and select "dbf", press submit |
| Step7: |
Goto "Select Your Parameters" and in the period select date range, the difference of period should be less than or equal to one year, press Next |
| Step8: |
Enter you password for self extraction |
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B) KARVY
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Register for Client Master mailback file.
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| Step1: |
Visit http://www.karvymfs.com |
| Step2: |
Goto the "Distributor Services" option |
| Step3: |
Sign in after entering your User Name and Password |
| Step4: |
Click on the option "Mail back Report" |
| Step5: |
Select the report MFSD211- Investor Master Information. |
| Step6: |
Select Fund as "All Funds", Scheme as "All Schemes",
From Date and to Date according to the date range of your choice.
Select your Email–ID, Select Format as "dbf".
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| Step7: |
Enter you password for self extraction |
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Register for Transaction Master mailback file.
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| Step1: |
Visit https://www.karvymfs.com |
| Step2: |
Goto the "Distributor Services" option |
| Step3: |
Sign in after entering your User Name and Password |
| Step4: |
Goto the option "Services" and select the link "Desktop Deliveries" |
| Step5: |
Select the report MFSD201- Transaction Report. |
| Step6: |
Select Select Fund as "All Funds", Scheme as "All Schemes",
From Date and to Date according to the date range of your choice,
Load Option as "With Load". Select your Email-ID, Select your format as "dbf".
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| Step7: |
Enter you password for self extraction |
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C) FRANKLIN
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Register for Client Master mailback file.
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| Step1: |
Visit https://www.franklintempletonindia.com |
| Step2: |
Goto "Enter Financial Advisor Area" |
| Step3: |
Enter your User name, Password, Advisor’s Code and Log-in |
| Step4: |
Goto the option "Subscriptions & Notifications" and select the option "Notifications". |
| Step5: |
Click the option "Investor Folio Details". |
| Step6: |
Select the option "Last 1 year", as Franklin provides only last 1 year's data. |
| Step7: |
Check your Email-Id and Submit the request. |
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Register for Transaction Master mailback file.
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| Step1: |
Visit https://www.franklintempletonindia.com |
| Step2: |
Goto "Enter Financial Advisor Area" |
| Step3: |
Enter your User name, Password, Advisor’s Code and Log-in |
| Step4: |
Goto the option "Subscriptions & Notifications" and select the option "Notifications". |
| Step5: |
Click the option "My Transactions of a period". |
| Step6: |
Select the option "Last 1 year", as Franklin provides only last 1 year's data. |
| Step7: |
Check your Email-Id and Submit the request. |
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D) DEUTCHE (DISPL)
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Register for Client Master mailback file.
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| Step1: |
Visit https://www.displ.co.in |
| Step2: |
Goto "Distributor Services" Option |
| Step3: |
Enter your Login Id, Password and click Login |
| Step4: |
Click on "Reports" and goto the option "Subscribe Reports". |
| Step5: |
Select the report Distributor Investor Feed. |
| Step6: |
Select option "Add All" for Scheme, "Add All" for Location, Report format in "Excel",
then select "Transaction Period" and Submit the request. |
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Register for Transaction Master mailback file.
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| Step1: |
Visit https://www.displ.co.in |
| Step2: |
Goto "Distributor Services" Option |
| Step3: |
Enter your Login Id Password and click Login |
| Step4: |
Click on "Reports" and goto the option "Subscribe Reports". |
| Step5: |
Select the report Distributor Transaction Feed. |
| Step6: |
Select option "Add All" for Scheme, "Add All" for Location,
Select Transaction Type as "All Transactions", Report format in "Excel",
Now select "Transaction Period" and Submit the request. |
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