Asset Allocation & Rebalancing Calculator
Compare your current portfolio allocation against your targets. See exactly what you need to buy or sell to restore balance.
Portfolio Inputs
₹
| Asset Class | Current Value (₹) | Target Allocation (%) |
|---|---|---|
Rebalancing Action Plan
| Asset Class | Current % | Target % | Action Needed |
|---|
Total Portfolio Value
₹ 0
Including fresh capital
Total Cash Needed
₹ 0
Sum of all Buys
Total Cash Freed
₹ 0
Sum of all Sells
Current Allocation
Target Allocation
Disclaimer: This calculator provides a basic mathematical breakdown to reach target asset allocation percentages. It does not account for taxes (such as capital gains incurred when selling an asset to rebalance) or transaction costs/brokerage fees. Rebalancing often triggers tax events; consult a financial advisor or tax professional before making significant portfolio changes.