4 Essential Mutual Fund Statements Every Investor Investing Through NJ Mutual EWS Account Wishes He Could Have

NJ Mutual Fund's EWS (Electronic Wealth System) has made investing in mutual funds incredibly easy and efficient.
However, even with such a powerful platform, many investors still wish for a few additional statements that would make managing investments even more seamless, especially when it comes to tracking performance, tax filing, and planning financial goals.

In this blog, let's explore the four essential mutual fund statements that every NJ Mutual Fund EWS investor wishes they could easily access.

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1. Comprehensive Consolidated Account Statement (CAS)

While NJ EWS offers a detailed view of investments, many investors desire a Consolidated Account Statement (CAS) that would:

• Summarize all mutual fund holdings across AMCs

• Show folio numbers, units, purchase NAVs, and current values

• Present an overall portfolio valuation in one place

Such a statement would save investors from manually checking each scheme separately, offering a true one-glance summary of their entire mutual fund wealth.

Why Investors Want It:

• Easy monitoring of the complete portfolio

• Helps in financial planning and asset allocation

• Useful for audits, wealth reports, and loan applications

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2. Capital Gain and Tax Statement

When it's time for tax filing, having a ready Capital Gain and Tax Statement can make a huge difference.
This statement would:

• Detail short-term and long-term capital gains

• Reflect dividend income

• Show any Tax Deducted at Source (TDS)

Instead of piecing this information together manually or through different AMCs, an automated tax statement from NJ EWS would make filing taxes hassle-free.

Why Investors Want It:

• Reduces the chances of errors in ITR filing

• Saves time during tax season

• Simplifies tracking of taxable and non-taxable gains

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3. Detailed Portfolio Performance Report

Beyond simple holdings, investors are increasingly seeking a comprehensive Portfolio Performance Report that would:

• Display CAGR, XIRR, and absolute returns

• Compare fund performance with benchmark indices

• Highlight underperforming schemes

• Show risk measures like volatility

Having access to this report would help investors make better, data-driven decisions and rebalance their portfolios smartly.

Why Investors Want It:

• Evaluate how investments are actually performing

• Identify lagging funds early and take corrective action

• Strengthen portfolio strategies based on real numbers

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4. SIP (Systematic Investment Plan) Tracker Statement

Investors using SIPs through NJ EWS would love to have a dedicated SIP Tracker Statement that could:

• List all active and completed SIPs

• Show installment dates, amounts, and missed payments

• Summarize total invested vs. current value

This would offer investors better control over their disciplined investing journey and help them adjust their cash flows accordingly.

Why Investors Want It:

• Easy tracking of SIP performance and commitment

• Helps in managing future investment schedules

• Supports better financial goal tracking

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Final Thoughts

NJ Mutual Fund EWS has made investing easy, but adding a Consolidated Account Statement, Capital Gain and Tax Statement, Portfolio Performance Report, and SIP Tracker Statement would make the experience truly complete for investors.

These four essential documents would empower investors to track, manage, and grow their wealth more confidently and efficiently.

Until then, investors can manually pull some of these reports from registrars like CAMS or KFintech or consult their advisors for personalized portfolio summaries.

The more you track, the better you invest! 📈

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