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 believe you shouldn't add more money into it. But we will recommend an exit only when it makes sense to do so if the costs - exit loads, losses or tax gains - are optimal. If the fund does fall below a threshold, we will recommend an exit.
Our feature ‘Scripbox Portfolio Scan’ helps you do all of the above. While we continuously monitor your portfolio, we recommend doing the ‘Scripbox Portfolio Scan’ thrice a year and will let you know if any action is required.