What is CAMS?
CAMS (Computer Age Management Services) is the RTA (Registrar & Transfer Agent) for many top AMCs — including HDFC, ICICI Prudential, SBI, Nippon India, Axis, Mirae Asset, and others. If your client holds mutual funds from these AMCs, their capital gains statement must be downloaded from CAMS.
Before You Begin
- Client's registered email address and PAN
- A password to encrypt the Excel file (you choose this at the time of request)
- Financial Year: April 2025 – March 2026 (FY 2025-26)
Step-by-Step Download Instructions
- Go to camsonline.com → Statements & Reports → Capital Gains Statement.
- In the Period field, select the financial year FY 2025-26.
- Enter the client's PAN and their registered email address.
- From the Delivery Option dropdown, select "Email an encrypted attachment".
- Under the Mutual Fund dropdown, select "All Mutual Funds".
- Under Statement Format, select Excel.
- Set a password for the file and click Submit.
- The capital gains report will be emailed to the registered address. Download it from the email.
What's in the Report
The CAMS Capital Gains Excel includes all redemptions from CAMS-serviced AMFs for the selected period, broken down by:
- Equity-oriented fund STCG (≤12 months)
- Equity-oriented fund LTCG (>12 months) with grandfathering for pre-2018 units
- Debt fund redemptions (slab rate post Finance Act 2023)
Upload to FirstReports
Once you have the file, upload it to FirstReports. The platform auto-detects the CAMS export format, parses every row, and merges the data with reports from your client's other brokers — producing one consolidated STCG / LTCG / F&O statement ready for ITR filing.