Overview
CAS Generator triggers a mutual fund CAS statement to be emailed to your user — no manual portal visits needed. Coverage: Uses KFintech’s email mailback service. KFintech and CAMS have a mutual partnership that provides data from both RTAs (Registrar and Transfer Agents), so this endpoint retrieves mutual fund data from both KFintech and CAMS, covering all mutual funds in India. Use cases:- Client onboarding (request 50+ years of transaction history)
- Automated monthly portfolio updates
- Filling gaps in transaction history
KFintech emails the CAS to the user’s registered email within a few minutes. The CAS is not returned in the API response.
Request a CAS statement
Parameters
Integration patterns
Pattern 1: Generate + Gmail Import
Combine CAS Generator with Gmail Inbox Import for a seamless flow:Pattern 2: User-initiated
Let users trigger generation and upload manually:Timing expectations
Date range options
Credit usage
Comparison: CDSL Fetch vs CAS Generator
Important: CDSL eCAS statements contain holdings from both CDSL and NSDL depositories. Similarly, NSDL eCAS contains both NSDL and CDSL holdings. This is a consolidated view across all depositories, not limited to the issuing depository.
Next steps
Gmail Import
Import the generated CAS
Parsing Guide
Parse uploaded CAS files

