We periodically review your investments in dropped funds with ‘Scripbox Portfolio Audit’ during April, August and December. We will notify you when it’s due & what should be the ideal course of action for better investing. 

When our recommended portfolio is changed in tandem with the best investment practices:   Your standing instructions (SIPs) are changed so that your new investments are made into the new portfolio. Scripbox helps you do it very easily with our ‘One-Click...

Our algorithm recommends asset allocation & corresponding funds for your goals and objectives. However, our universe of recommended funds across 5 sub asset classes is as follows. Please note that this changes periodically. Indian Equities:Large Cap Fund: Canara Robeco Bluechip...

We believe that the services which we provide are much more valuable than the 0.5% saving you will make through investing in direct plans. The benefit could come in the form of: extra returns earned due to unbiased fund recommendations extra...

Currently direct plans of equity mutual funds have expense ratios that are typically 0.4-0.5% lower than regular plans. This means that your return by opting for the direct plan is higher by that amount. This approx 0.5% is indirectly a...

A Direct plan is what you buy directly from the mutual fund company (usually from their own website), whereas a Regular plan is what you buy through an advisor, broker or distributor (intermediary). Hence as you are investing through us, you will be investing...

Yes. The mutual fund company will send you transaction advices as well as monthly and quarterly statements. You can compare these to the information available in the 'Funds invested’ section of Scripbox.

No. The mutual fund company will send you a statement of transaction within 2-3 working days after your mutual funds are redeemed. They will also usually send you an email informing you of any transactions on your account.