{"id":18260,"date":"2026-09-02T14:09:39","date_gmt":"2026-09-02T08:39:39","guid":{"rendered":"https:\/\/www.tickertape.in\/blog\/?p=18260"},"modified":"2026-09-02T17:23:18","modified_gmt":"2026-09-02T11:53:18","slug":"axis-direct-demat-holding-statement-download","status":"publish","type":"post","link":"https:\/\/www.tickertape.in\/blog\/axis-direct-demat-holding-statement-download\/","title":{"rendered":"How to Download Your Axis Direct Demat Holding Statement (Web &amp; App)?"},"content":{"rendered":"\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_66_1 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.tickertape.in\/blog\/axis-direct-demat-holding-statement-download\/#What-Is-a-Demat-Holding-Statement\" title=\"What Is a Demat Holding Statement?\">What Is a Demat Holding Statement?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.tickertape.in\/blog\/axis-direct-demat-holding-statement-download\/#Why-You-Need-Your-Axis-Direct-Holding-Statement\" title=\"Why You Need Your Axis Direct Holding Statement\">Why You Need Your Axis Direct Holding Statement<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.tickertape.in\/blog\/axis-direct-demat-holding-statement-download\/#Tracking-your-portfolio\" title=\"Tracking your portfolio\">Tracking your portfolio<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.tickertape.in\/blog\/axis-direct-demat-holding-statement-download\/#Filing-your-ITR-calculating-capital-gains\" title=\"Filing your ITR \/ calculating capital gains\">Filing your ITR \/ calculating capital gains<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.tickertape.in\/blog\/axis-direct-demat-holding-statement-download\/#How-to-Download-Your-Holding-Statement-on-Axis-Direct-Web-SimpleHai\" title=\"How to Download Your Holding Statement on Axis Direct Web (SimpleHai)?\">How to Download Your Holding Statement on Axis Direct Web (SimpleHai)?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.tickertape.in\/blog\/axis-direct-demat-holding-statement-download\/#Step-1\" title=\"Step 1: \">Step 1: <\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.tickertape.in\/blog\/axis-direct-demat-holding-statement-download\/#Step-2\" title=\"Step 2: \">Step 2: <\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.tickertape.in\/blog\/axis-direct-demat-holding-statement-download\/#Step-3\" title=\"Step 3: \">Step 3: <\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.tickertape.in\/blog\/axis-direct-demat-holding-statement-download\/#Step-4\" title=\"Step 4: \">Step 4: <\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.tickertape.in\/blog\/axis-direct-demat-holding-statement-download\/#How-to-Download-Your-Holding-Statement-on-the-Axis-Direct-App\" title=\"How to Download Your Holding Statement on the Axis Direct App?\">How to Download Your Holding Statement on the Axis Direct App?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.tickertape.in\/blog\/axis-direct-demat-holding-statement-download\/#FAQs\" title=\"FAQs\">FAQs<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.tickertape.in\/blog\/axis-direct-demat-holding-statement-download\/#1-Whats-the-difference-between-a-holding-statement-and-a-transaction-statement-on-Axis-Direct\" title=\"1. What&#8217;s the difference between a holding statement and a transaction statement on Axis Direct?\">1. What&#8217;s the difference between a holding statement and a transaction statement on Axis Direct?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.tickertape.in\/blog\/axis-direct-demat-holding-statement-download\/#2-Can-I-download-my-Axis-Direct-holding-statement-for-a-past-date-not-just-today\" title=\"2. Can I download my Axis Direct holding statement for a past date, not just today?\">2. Can I download my Axis Direct holding statement for a past date, not just today?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.tickertape.in\/blog\/axis-direct-demat-holding-statement-download\/#3-In-what-formats-can-I-download-the-Axis-Direct-holding-statement-%E2%80%94-PDF-Excel-or-email\" title=\"3. In what formats can I download the Axis Direct holding statement \u2014 PDF, Excel, or email?\">3. In what formats can I download the Axis Direct holding statement \u2014 PDF, Excel, or email?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.tickertape.in\/blog\/axis-direct-demat-holding-statement-download\/#4-How-long-does-it-take-to-receive-the-holding-statement-via-the-Axis-Direct-app\" title=\"4. How long does it take to receive the holding statement via the Axis Direct app?\">4. How long does it take to receive the holding statement via the Axis Direct app?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.tickertape.in\/blog\/axis-direct-demat-holding-statement-download\/#5-Can-I-use-my-Axis-Direct-holding-statement-to-file-my-ITR-or-calculate-capital-gains\" title=\"5. Can I use my Axis Direct holding statement to file my ITR or calculate capital gains?\">5. Can I use my Axis Direct holding statement to file my ITR or calculate capital gains?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/www.tickertape.in\/blog\/axis-direct-demat-holding-statement-download\/#6-Do-I-need-a-separate-CDSLNSDL-statement-or-is-the-Axis-Direct-one-enough\" title=\"6. Do I need a separate CDSL\/NSDL statement, or is the Axis Direct one enough?\">6. Do I need a separate CDSL\/NSDL statement, or is the Axis Direct one enough?<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What-Is-a-Demat-Holding-Statement\"><\/span>What Is a Demat Holding Statement?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>On Axis Direct, your demat holding statement is generated straight from the Demat Reports &amp; Services section of SimpleHai \u2014 a snapshot of every security in your linked demat account (stocks, mutual fund units, ETFs) as of a chosen date, showing the company name, ISIN, free quantity, total quantity, and current valuation for each. Axis Direct lets you pull it as a PDF, an Excel file, or have it emailed to your registered address, so it works equally well as a quick on-screen check or an offline record.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Why-You-Need-Your-Axis-Direct-Holding-Statement\"><\/span>Why You Need Your Axis Direct Holding Statement<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Tracking-your-portfolio\"><\/span>Tracking your portfolio<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Because the report is date-stamped and pulls from your actual linked demat account (not just your live trading view), it&#8217;s the most reliable way to reconcile what SimpleHai shows you day-to-day against your official holdings \u2014 useful before you place a large order, or just to keep a periodic offline record.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Filing-your-ITR-calculating-capital-gains\"><\/span>Filing your ITR \/ calculating capital gains<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Axis Direct doesn&#8217;t bundle a dedicated capital gains report into this particular download \u2014 for that level of detail, you&#8217;d pair your holding statement with your Contract Note or Ledger from the same Reports &amp; Services menu. But the holding statement itself is still useful supporting documentation: it confirms exactly what you held and its valuation as of a given date, which is handy when you&#8217;re reconciling numbers for your return.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How-to-Download-Your-Holding-Statement-on-Axis-Direct-Web-SimpleHai\"><\/span>How to Download Your Holding Statement on Axis Direct Web (SimpleHai)?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step-1\"><\/span><strong>Step 1: <\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p><strong>Log in to your account<\/strong>: Go to <a href=\"http:\/\/simplehai.axisdirect.in\" rel=\"nofollow noopener\" target=\"_blank\">simplehai.axisdirect.in<\/a> and log in with your username and password.<\/p>\n\n\n\n<p>Log in at simplehai.axisdirect.in with your registered username and password.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"453\" src=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-1024x453.png?wsr\" alt=\"\" class=\"wp-image-18262\" srcset=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-1024x453.png 1024w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-300x133.png 300w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-1536x679.png 1536w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-150x66.png 150w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step-2\"><\/span><strong>Step 2: <\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p><strong>Open Reports &amp; Services<\/strong>: From the left-hand menu bar, click <strong>Reports &amp; Services<\/strong>.<\/p>\n\n\n\n<p>Select &#8220;Reports &amp; Services&#8221; from the left menu bar on your dashboard.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"419\" src=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-1-1024x419.png?wsr\" alt=\"\" class=\"wp-image-18263\" srcset=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-1-1024x419.png 1024w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-1-300x123.png 300w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-1-1536x629.png 1536w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-1-150x61.png 150w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step-3\"><\/span><strong>Step 3: <\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p><strong>Select Demat Reports &amp; Services<\/strong>: In the menu that opens, click <strong>Demat Reports &amp; Services<\/strong> to proceed.<\/p>\n\n\n\n<p>Choose &#8220;Demat Reports &amp; Services&#8221; from the expanded menu.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"455\" src=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-3-1024x455.png?wsr\" alt=\"\" class=\"wp-image-18265\" srcset=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-3-1024x455.png 1024w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-3-300x133.png 300w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-3-1536x683.png 1536w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-3-150x67.png 150w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step-4\"><\/span><strong>Step 4: <\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p><strong>Download your statement<\/strong>: A new window opens showing your demat holdings. Scroll down (or look to the top-right of the holdings table) for the download options, and choose to download the report as <strong>PDF<\/strong>, <strong>Excel<\/strong>, or have it <strong>emailed<\/strong> to your registered email ID.<\/p>\n\n\n\n<p>Use the Excel, PDF, or email icons above the holdings table to get your statement in the format you need.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"676\" src=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-2-1024x676.png?wsr\" alt=\"\" class=\"wp-image-18264\" srcset=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-2-1024x676.png 1024w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-2-300x198.png 300w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-2-1536x1013.png 1536w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-2-370x245.png 370w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-2-150x99.png 150w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How-to-Download-Your-Holding-Statement-on-the-Axis-Direct-App\"><\/span>How to Download Your Holding Statement on the Axis Direct App?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Open the Axis Direct app and go to <strong>Profile \u2192 Reports \u2192 My Reports<\/strong>, then request your <strong>Holding Statement<\/strong>. You&#8217;ll receive it by email within 12\u201324 hours.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"FAQs\"><\/span>FAQs<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n<div id=\"rank-math-faq\" class=\"rank-math-block\">\n<div class=\"rank-math-list \">\n<div id=\"faq-question-1788338067632\" class=\"rank-math-list-item\">\n<h3 class=\"rank-math-question \"><span class=\"ez-toc-section\" id=\"1-Whats-the-difference-between-a-holding-statement-and-a-transaction-statement-on-Axis-Direct\"><\/span>1. <strong>What&#8217;s the difference between a holding statement and a transaction statement on Axis Direct?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div class=\"rank-math-answer \">\n\n<p>A holding statement shows what you currently own as of a given date; a transaction statement lists the buy\/sell\/transfer activity in your account over a date range.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1788338107548\" class=\"rank-math-list-item\">\n<h3 class=\"rank-math-question \"><span class=\"ez-toc-section\" id=\"2-Can-I-download-my-Axis-Direct-holding-statement-for-a-past-date-not-just-today\"><\/span>2. <strong>Can I download my Axis Direct holding statement for a past date, not just today?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div class=\"rank-math-answer \">\n\n<p>The web report defaults to today&#8217;s date. For a specific past date, you may need to select it manually on the Demat Holdings page or reach out to your Relationship Manager or Axis Direct customer care.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1788338131383\" class=\"rank-math-list-item\">\n<h3 class=\"rank-math-question \"><span class=\"ez-toc-section\" id=\"3-In-what-formats-can-I-download-the-Axis-Direct-holding-statement-%E2%80%94-PDF-Excel-or-email\"><\/span>3. <strong>In what formats can I download the Axis Direct holding statement \u2014 PDF, Excel, or email?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div class=\"rank-math-answer \">\n\n<p>All three \u2014 you can download it directly as a PDF or Excel file, or have it emailed to your registered email ID.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1788338155878\" class=\"rank-math-list-item\">\n<h3 class=\"rank-math-question \"><span class=\"ez-toc-section\" id=\"4-How-long-does-it-take-to-receive-the-holding-statement-via-the-Axis-Direct-app\"><\/span>4. <strong>How long does it take to receive the holding statement via the Axis Direct app?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div class=\"rank-math-answer \">\n\n<p>After you request it under Profile \u2192 Reports \u2192 My Reports, it&#8217;s emailed to your registered address within 12\u201324 hours.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1788338185193\" class=\"rank-math-list-item\">\n<h3 class=\"rank-math-question \"><span class=\"ez-toc-section\" id=\"5-Can-I-use-my-Axis-Direct-holding-statement-to-file-my-ITR-or-calculate-capital-gains\"><\/span>5. <strong>Can I use my Axis Direct holding statement to file my ITR or calculate capital gains?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div class=\"rank-math-answer \">\n\n<p>Yes, as supporting documentation \u2014 though for the actual capital gains computation, pair it with your Contract Note or Ledger, which carry the transaction-level cost details the holding statement alone doesn&#8217;t include.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1788338208945\" class=\"rank-math-list-item\">\n<h3 class=\"rank-math-question \"><span class=\"ez-toc-section\" id=\"6-Do-I-need-a-separate-CDSLNSDL-statement-or-is-the-Axis-Direct-one-enough\"><\/span>6. <strong>Do I need a separate CDSL\/NSDL statement, or is the Axis Direct one enough?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div class=\"rank-math-answer \">\n\n<p>For most day-to-day needs (portfolio tracking, tax filing support), the Axis Direct statement is sufficient since it pulls directly from your linked demat account. You&#8217;d only need a CDSL\/NSDL statement directly if you specifically require the depository&#8217;s own record.<\/p>\n\n<\/div>\n<\/div>\n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Step-by-step guide to download your Axis Direct demat holding statement on SimpleHai web and the Axis Direct app, as PDF, Excel or email.<\/p>\n","protected":false},"author":161,"featured_media":18268,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"categories":[1],"tags":[],"acf":[],"modified_by":"Aishika Banerjee","jetpack_featured_media_url":"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/Axis-Bank-Statement-Dwnload.png?wsr","_links":{"self":[{"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/posts\/18260"}],"collection":[{"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/users\/161"}],"replies":[{"embeddable":true,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/comments?post=18260"}],"version-history":[{"count":6,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/posts\/18260\/revisions"}],"predecessor-version":[{"id":18328,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/posts\/18260\/revisions\/18328"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/media\/18268"}],"wp:attachment":[{"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/media?parent=18260"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/categories?post=18260"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/tags?post=18260"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}