Current Holdings
₹6.00L
₹3.00L
₹1.00L
Target Allocation %
50%
40%
10%
Rebalance via New Cash
₹50.0K
Adding new cash can often rebalance your portfolio without needing to sell existing assets (which incurs taxes).
Conclusion
To rebalance your portfolio to your target allocation, you need to buy ₹1.20L of Debt and ₹5.0K of Gold and sell ₹75.0K of Equity. This will bring your total portfolio value to ₹10.50L.
New Total Portfolio
₹10,50,000
Current: ₹10,00,000 + New: ₹50,000
Required Trades
EquitySell ₹75,000
Current: 60.0%Target: 50.0%
DebtBuy ₹1,20,000
Current: 30.0%Target: 40.0%
GoldBuy ₹5,000
Current: 10.0%Target: 10.0%
Even with the new investment of ₹50,000, you still need to sell some assets to reach your exact target. To avoid selling, invest more new cash or accept a slight deviation.