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Where can I view and download my P&L (Profit & Loss) statement?

Modified on: Fri, 31 Jul, 2026 at 2:10 PM Print

Profit and Loss statement is available on your ‘ Dock’ backoffice application to view and download.

  1. Go to ‘Reports’ tab.

  2. Click on ‘Profit & Loss’

  3. Go to ‘Segment’ from the dropdown menu.

  4. Select the Date Range and click on ‘Submit’

  5. Download the report from ‘Download Summary’ tab on bottom right corner.

Now you can view the Report in csv format.

Downloading your ELSS statement

Downloading the ELSS statement from the Mutual Fund segment on Dock

On the Mutual Fund segment, a second button sits next to Download Report — ELSS Statement. Tap it to download a separate statement of just your ELSS investments, without pulling the full P&L report. ELSS Statement only appears on the Mutual Fund segment — other segments show just Download Report.

ELSS (Equity Linked Savings Scheme) is the tax-saving mutual fund category eligible under Section 80C — see What are ELSS Plans? for how it works.