Asset allocation
Assumptions
Each entered category divided by the total. This is a descriptive allocation, not a target allocation or recommendation to buy, sell or rebalance. A zero total has no allocation percentages.
Estimates are not personalised financial advice. Review assumptions before use.
Total entered assets
Based on your inputs. Not guaranteed. Exact amount: ₹9,50,000.
Equity52.63 %
Debt31.58 %
Gold10.53 %
Asset mix
Categories stay in the same order as amounts change. Shares describe the assets entered, not diversification within a category or a prescribed target.Categories stay in the same order as amounts change. Shares describe the assets entered, not diversification within a category or a prescribed target.
View detailed breakdown
- Equity
- ₹5 lakh
- Debt
- ₹3 lakh
- Gold
- ₹1 lakh
- Cash
- ₹50,000
- Real estate
- ₹0
- Other assets
- ₹0
What does each slice represent?
Each slice is its share of the assets entered. This describes current allocation; it does not prescribe an ideal allocation.
Detailed results
| Result | Value |
|---|---|
| Total entered assets | ₹9.5 lakh |
| Equity | 52.63 % |
| Debt | 31.58 % |
| Gold | 10.53 % |
| Cash | 5.26 % |
| Real estate | 0 % |
| Other assets | 0 % |
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