Funds we have stopped recommending are not necessarily worthy of an exit. They just don't feature in our algorithm's top 2 in a particular category like Large Cap, Mid Cap etc.  When a fund is ranked 3 and beyond, we...

We run Scripbox Portfolio Scan on your portfolio three times a year as part of periodic portfolio review. This aligns with our philosophy of moving out of non recommended funds gradually to avoid major changes in your portfolio. We will...

We will run this scan at least thrice a year in April, August and December to ensure optimum results. We will let you know if any action is required.

We personalise the recommendation to your portfolio taking into account the total portfolio size and cap the proportion of portfolio which should be withdrawn. This ensures that there are no sudden and dramatic moves.  Also, as you know, Portfolio Scan...

Scripbox Portfolio Audit will supercharge your investments by helping you determine which funds to exit, when, and which funds to reinvest in.  With this, you get: Personalised fund reviews: Periodic (thrice a year) reviews and continuous monitoring of the funds...

In the Growth option of a mutual fund, you realise returns only when you sell your units. You don’t receive any payments, interest or dividend in the interm. The NAV grows as the fund performs over time. In the Dividend...

Yes, you can change your investment date or amount to suit your requirements. You can even skip a month if you need to. There is no cost to you – it’s your money after all. Note: It is always recommended...

The amount specified is the maximum amount and not the specific SIP you are planning at this time. This mechanism allows you to make multiple investments (either lump sum or SIP) without registering a separate bank linking form for each...