e-CAS Explained: How to View Your Demat Holdings and Mutual Fund Investments in One Statement

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What Is an e-CAS Demat Account Statement?

The term e-CAS demat account refers to the electronic Consolidated Account Statement that CDSL and NSDL generate and send via email to investors who have any transaction in a given month. The this consolidated statement statement consolidates holdings from all demat accounts (across both CDSL and NSDL if applicable) and all mutual fund folios linked to the same PAN.

Unlike a regular demat account statement from a single DP, the e-CAS demat account statement comes directly from the depository and covers your full PAN-linked investment universe. If you have a demat account with two different brokers, one CDSL-linked and one NSDL-linked, both accounts will appear in the same this consolidated statement statement.

What Information Is Included in an e-CAS Demat Account Statement?

The e-CAS demat account statement contains the following sections.

Section in e-CAS demat account statement	Contents
Investor details	Name, PAN, address as per KYC records
Demat account holdings	Account number, DP name, ISIN, scrip name, quantity, face value
Demat account transactions	Buy, sell, pledge, corporate action debits/credits for the period
Mutual fund holdings	Folio number, scheme name, units held, NAV, value
Mutual fund transactions	Purchase, redemption, dividend, switch for the period
Summary	Total demat account value and mutual fund value (where NAV is available)

When Do You Receive an this consolidated statement Statement?

An e-CAS demat account statement is generated and sent by email every month in which your PAN-linked accounts have at least one transaction. If there are no transactions in a given month, no this consolidated statement statement is sent for that month. For months with no activity, a half-yearly this consolidated statement statement is sent covering the April-September and October-March periods.

The email for the e-CAS demat account statement comes from CDSL (for CDSL-linked accounts) or NSDL (for NSDL-linked accounts) or a combined statement if both are linked. The email will typically arrive in the first week of the following month and the this consolidated statement statement is attached as a password-protected PDF. The password is a combination of your PAN and date of birth.

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How to Open and Use Your this consolidated statement Statement

To open the this consolidated statement statement PDF, enter your PAN in uppercase followed by your date of birth in DDMMYYYY format (for example, ABCDE1234F25021985). This password-protected format is standard for all this consolidated statement statements.

Once opened, use the this consolidated statement statement to verify that all your demat account holdings are accurately reflected, check that mutual fund units match your records and confirm all recent transactions appear correctly. If anything in the this consolidated statement statement seems incorrect, contact the relevant DP or fund house promptly.

this consolidated statement vs Regular Demat Account Statement: Key Differences

Investors sometimes confuse the this consolidated statement statement with the regular demat account statement sent by their DP. The key differences are coverage and source.

A regular demat account statement comes from a single DP and covers only that specific demat account. The this consolidated statement statement comes from CDSL or NSDL and covers all demat accounts and mutual fund folios linked to your PAN across the entire depository system. For a complete portfolio view, the this consolidated statement statement is the more comprehensive document.

Accessing Your this consolidated statement Information Through Univest

Univest is a SEBI-registered platform (SEBI RA Reg. No. INH000013776) linked to CDSL. Your Univest demat account holdings will appear in your monthly this consolidated statement statement if there were any transactions in that account during the period. No separate action is needed to receive the this consolidated statement statement; it is generated automatically by CDSL.

For your Univest demat account's specific holding details, you can also access the CDSL Easi portal using your CDSL credentials or the Univest app directly. For help navigating your this consolidated statement statement or any discrepancy, contact Univest support at univest.in.

Conclusion

The this consolidated statement statement is India's most comprehensive tool for monitoring all PAN-linked demat and mutual fund investments in a single document. Generated monthly by CDSL or NSDL and delivered automatically by email, the this consolidated statement statement requires no registration and no manual action from the investor. If you have not been receiving your this consolidated statement statement, check whether your email address is correctly registered with your DP and update it if necessary.

Download the Univest iOS App or Univest Android App to open your demat account and track your portfolio.

Frequently Asked Questions

What is an e-CAS demat account statement?

Ans. For the e-CAS demat account statement, note that: An this consolidated statement statement is the electronic Consolidated Account Statement generated by CDSL or NSDL that consolidates all demat account holdings and mutual fund folios linked to your PAN. The this consolidated statement statement is sent by email every month in which there is at least one transaction in any of your linked accounts.

Who sends the e-CAS demat account statement?

Ans. For the e-CAS demat account statement, note that: The this consolidated statement statement is sent by CDSL (for CDSL-linked demat accounts), NSDL (for NSDL-linked accounts) or both if your PAN has accounts with both depositories. It is not sent by your broker. The this consolidated statement statement is a depository-level document covering your entire PAN-linked investment universe.

What is the password for the e-CAS demat account statement PDF?

Ans. The password for the this consolidated statement statement PDF is your PAN in uppercase followed by your date of birth in DDMMYYYY format (for example, ABCDE1234F25021985). This format is standard across all this consolidated statement statements issued by CDSL and NSDL.

How is an this consolidated statement statement different from a regular demat account statement?

Ans. A regular demat account statement comes from a single DP and covers only that account. The this consolidated statement statement covers all demat accounts and mutual fund folios linked to your PAN across all depositories. The this consolidated statement statement provides a consolidated investment view; the regular statement provides account-specific detail.

What if I have not received my this consolidated statement statement?

Ans. If you have not received your this consolidated statement statement, the most common reason is that your registered email address with the DP is incorrect or outdated. Check whether your email is correctly registered with your DP and update it if needed. If there were no transactions in a given month, no this consolidated statement statement is generated for that month.

Does the Univest demat account appear in the e-CAS statement?

Ans. Yes. Your Univest demat account, which is CDSL-linked, will appear in your monthly this consolidated statement statement from CDSL whenever there is a transaction in that account. Holdings without any monthly transaction are covered in the half-yearly this consolidated statement statement instead.