Portfolio Weightage Calculator

Calculate how to deploy fresh capital to restore your original allocation or maintain your current portfolio mix.

Original portfolio allocation

Strategic target weights

Equity (%)

Debt (%)

Gold (%)

Total target allocation100%

Current allocation after one year

Current market-value weights

Equity (%)

Debt (%)

Gold (%)

Total current allocation100%

Portfolio value and new capital

Both amounts are editable

Current portfolio market value (₹)

Example: ₹10,00,000

New capital infusion (₹)

Default: ₹1,00,000

Choose your strategy

Select the desired portfolio action

RebalanceReturn the combined portfolio to Section A. May require selling an overweight asset.

RestructureAllocate fresh capital according to Section B, maintaining the current mix.

✓

Rebalancing recommendation

Required buys and sells to restore the original target

REBALANCE

Current portfolio₹10,00,000

New capital₹1,00,000

Final portfolio value₹11,00,000

Asset class	Current value	Target weight	Required buy / (sell)	Final value	Final weight

Illustrative calculation; excludes transaction costs, taxes and market movements during execution. Consider suitability and applicable tax implications before trading.