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You will get a mutual fund account statement for transacting through SIPs or lump sum investments. You will also find the folio number in that statement. You can call the toll-free number of the AMC or send them an email to get the folio number. You can visit the office of your AMC to ask for the folio number.
Note: You can check the folio number in Unit Holdings under Mutual Fund Section once you login with your ICICI Direct user ID and password.
Step 1: Visit the online portal of ICICI Direct and log in with your credentials. Step 2: On the top menu bar, click on Portfolio. Step 4: Select the period as 2022-2023, and click on the View Details button. Step 5: Download it in CSV format.
Note: You can check the folio number in Unit Holdings under Mutual Fund Section once you login with your ICICI Direct user ID and password.
In mutual funds, a folio number is a unique number identifying your account with the fund. Like a bank account number, the folio number can be used as a way to uniquely identify fund investors.
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ICICI Securities Limited (I-Sec) is a subsidiary of ICICI Bank Ltd. The company began its operation in May 1995 and continues to grow its operation through expanding its client base and providing different type of services.
g) The applicant will have the right to discontinue the SWP facility at any time, if he / she so desires, by providing a written request at any ICICI Prudential Mutual Fund Customer Service Centre.
The folio number is basically a unique identifier thats issued to every demat account holder. No two holders can ever have the same folio number. So, when reading through your holding statement of the demat account, it is a good idea to check if it displays the right folio number allotted to you.

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