This can each be downloaded by following these simple steps:


Top Left Menu (3 lines on top) > Reports >  Account Summary.


Home page → Menu (bottom right) → Mutual Funds →  Download Reports  Account Summary.

Note: If you have not invested in Stocks & ETFs, then you will be on the Mutual Funds page by default.

You can download this summary to know the funds you have invested in, the total number of units in them, current NAV, etc. 

You can refer to this FAQ to know about the other reports that we have.