Portfolio Rebalancing Calculator
Find buy/sell amounts needed for target allocation.
Portfolio Rebalancing Calculator
Year by year
| Current | TargetValue | Action | |
|---|---|---|---|
| Equity | ₹7,00,000 | ₹6,00,000 | ₹-1,00,000 |
| Debt | ₹2,00,000 | ₹3,00,000 | ₹1,00,000 |
| Gold | ₹1,00,000 | ₹1,00,000 | ₹0 |
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Share the inputs and result with our team. We will call back with what changes once your risk profile, existing holdings and timeline are considered.
About this calculator
Use this calculator to find buy/sell amounts needed for target allocation. It works from Equity Value, Debt Value, Gold Value and Target Equity, so you can adjust inputs and immediately see how the outcome changes.
- Compare your current allocation with your target allocation.
- See how much needs to be shifted between asset classes.
- Use it to keep your portfolio aligned with your strategy and risk profile.
This calculator is an illustration based on the inputs you provide and the assumptions stated above. It is not a recommendation, a projection of actual returns, or a guarantee of any outcome. Actual results will differ. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Curious how this looks on your portfolio?
Our team can run these numbers against your real holdings, goals and timeline.