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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