What Is A Mutual Fund Folio?
A passenger sits below an advertisement for the ‘Mutual Funds Sahi Hai’ campaign at a bus stop in Mumbai, Maharashtra, India. (Photographer: Dhiraj Singh/Bloomberg)

What Is A Mutual Fund Folio?

This is a series of explainers to educate and inform new investors. In association with Dun & Bradstreet India as knowledge partner.

Mutual Fund Folio: Definition, Meaning & Basics

A folio is a unique number assigned to an investment in a mutual fund scheme. This number is issued to the investor, who can then use it for subsequent investments.

A mutual fund folio is often compared to bank account number as it helps an investor track his mutual fund investments.

While an investor can hold multiple folios with a mutual fund, a consolidated mutual fund folio is advised as it makes tracking investments easier. Also, it is good to quote an existing folio number while making multiple investments in a mutual fund scheme.

Investors can access their mutual fund statements online using the folio number.

Visit the Financial Terms section for more.

BQ Install

Bloomberg Quint

Add BloombergQuint App to Home screen.