Asset Allocation Calculator

Rebalance your portfolio by calculating current allocation deviations from target equity, debt, gold, and cash weights.

Parameters
₹
₹
₹
₹
%
%
%
10%
Calculated automatically (100% - Target Equity - Target Debt - Target Gold)
Calculated Results
Total Portfolio Value -
Rebalance Status - Requires adjustments
Visual Projection
Equity
Debt
Gold
Cash
Yearly Breakdowns
Asset ClassCurrent ValueCurrent Alloc %Target Alloc %Target ValueAdjustment (Buy/Sell)
           
           
           
           

Portfolio Rebalancing Analysis

Maintaining target asset allocation weights secures optimal risk-adjusted returns. Rebalancing periodically prevents style drift.

Formula & Mathematical Approach

Suggests a portfolio rebalancing strategy to align your assets with a target allocation.

Target Value=Total Portfolio Value×Target %100\text{Target Value} = \text{Total Portfolio Value} \times \frac{\text{Target \%}}{100}
Rebalance Amount=Current Value−Target Value\text{Rebalance Amount} = \text{Current Value} - \text{Target Value}
Show Plain Text / Excel Formula 
Target Value = Total Portfolio Value * Target % / 100
Rebalance Amount = Current Value - Target Value

Key Assumptions

  • Transaction costs, exit loads, and capital gains taxes are excluded.
  • Execution of rebalancing trades is immediate.