Portfolio Diversification Calculator

Optimize your investment portfolio with proper asset allocation

Your Portfolio

Total Investment Amount (₹)

₹

Your Risk Profile

Conservative Low risk

Moderate Balanced

Aggressive High risk

Very Aggressive Very high risk

Current Asset Allocation

Equity

Stocks, Equity Mutual Funds

High Risk

Debt

Bonds, Debt Funds, FDs

Low Risk

Gold

Gold ETFs, Sovereign Gold Bonds

Moderate Risk

Real Estate

REITs, Property

Moderate Risk

Cash & Equivalents

Savings, Liquid Funds

Low Risk

Total Allocation 100%

Current Allocation

Recommended Allocation

Portfolio Analysis

Expected Return 8.5%

Risk Level Moderate

Diversification Score 75/100

Rebalancing Recommendations

Diversification Tips

Equity

Growth-oriented but volatile. Best for long-term goals.

Debt

Stable returns with lower risk. Good for capital preservation.

Gold

Hedge against inflation and market volatility.

Real Estate

Tangible asset with potential for appreciation and rental income.

This free Portfolio Diversification Calculator is provided by financialcals.com/. Results are for informational purposes only. Please consult a qualified professional for financial decisions.