Investment & Returns
6 min

Investment Portfolio Rebalancer

Rebalance your investment portfolio to maintain target asset allocation

Enter Details
Fill in the information below to calculate
Current Portfolio Holdings (₹)
Target Allocation (%) - Must add to 100%
Total: 100.0%

Add if you plan to invest more money. Calculator will show how to allocate it.

Common Asset Allocation Models
Aggressive (Age 20-35): 80% Equity, 15% Debt, 5% Gold
Moderate (Age 35-50): 60% Equity, 30% Debt, 5% Gold, 5% Cash
Conservative (Age 50+): 40% Equity, 50% Debt, 5% Gold, 5% Cash
Rule of Thumb: Equity% = 100 - Your Age
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