Zerodha Mutual Fund Holdings - without Folio Number

Personal finance
1

Hello,

For MF Units held, Holdings Tab in Zerodha do not show any Folio Number but only an ISIN number.

Also the CAS statement from CDSL says ‘MF held in Demat form’ (but not as Folios) for all MF units held via Zerodha DP.
However for MF Units held via other DP show as Folio Numbers in CAS.

Can you please clarify what does this difference mean ??

Thanks
zKar

2

Hi,

Can you please share your client ID and the CAS to my email ID at [email protected] so that I can investigate the issue?

3

Hello Faisal,

Sent the mail with Problem statement & CAS details…Please check and clarify.

Thanks for the Support.