Portfolio Health : Recommendations (11)

How often will Scripbox suggest reviewing my mutual fund portfolio health?

Modified on Tue, 27 Jun, 2023 at 3:29 PM
How does the Portfolio Health review work?

Modified on Tue, 27 Jun, 2023 at 3:34 PM
Your recommended funds of last year are no longer recommended this year. Why?

Modified on Tue, 27 Jun, 2023 at 3:35 PM
Why do you suggest graded exit on Neutral fund?

Modified on Thu, 29 Jun, 2023 at 6:10 PM
What is the exit load mentioned in the summary page of Portfolio Health? Will I lose this amount?

Modified on Tue, 27 Jun, 2023 at 3:51 PM
How did you calculate the tax amount?

Modified on Tue, 27 Jun, 2023 at 6:13 PM
Are my recommended reinvestments funds in alignment with my chosen asset allocation?

Modified on Tue, 27 Jun, 2023 at 6:13 PM
You recommended withdrawal from a fund, but I still see some units of the same fund in my portfolio. Can you explain what is full exit / partial exits?

Modified on Thu, 29 Jun, 2023 at 6:12 PM
I see same 2 funds marked for exit, but one is partial and other is full exit. Why?

Modified on Tue, 27 Jun, 2023 at 3:55 PM
Will Scripbox review all my mutual funds?

Modified on Tue, 27 Jun, 2023 at 4:01 PM