Allocation model

Portfolio Management

Every ruled line is yours to set — capital, horizon, shares, rates.

Capital to allocate

₹Cr

Horizon

yrs

Capital: ₹100.00 CrCapital
Allocated: ₹100.00 Cr100.0%Allocated
Uncommitted: ₹00.0%Uncommitted
First-year return: ₹9.15 Cr9.2%First-year return
Value in 10 yrs: ₹250.30 Cr9.6% compoundValue in 10 yrs
Risk profile: BalancedScore 2.7 / 5Risk profile

Growth assets carried against fixed income and a real asset. The middle of the range.

Adjust the allocation

Drag, or type a share or a sum

Real estate%₹Cr

Mutual funds%₹Cr

Fixed deposit%₹Cr

Stocks%₹Cr

Gold%₹Cr

Bonds%₹Cr

Cash and liquid funds%₹Cr

Sliders total 100.0%

Whatever is left stays uncommitted

Distribution

7 positions

Breakdown

Every rate is yours to set

Asset	Share	Amount	Rate	First year	In 10 yrs	Risk	Liquidity
Real estate	20.0%	₹20.00 Cr	Real estate annual rate%	₹1.60 Cr	₹43.18 Cr	Medium	Low
Mutual funds	20.0%	₹20.00 Cr	Mutual funds annual rate%	₹2.40 Cr	₹62.12 Cr	Medium to high	High
Fixed deposit	20.0%	₹20.00 Cr	Fixed deposit annual rate%	₹1.40 Cr	₹39.34 Cr	Low	Medium
Stocks	15.0%	₹15.00 Cr	Stocks annual rate%	₹2.25 Cr	₹60.68 Cr	High	High
Gold	10.0%	₹10.00 Cr	Gold annual rate%	₹60.00 L	₹17.91 Cr	Low to medium	Medium
Bonds	10.0%	₹10.00 Cr	Bonds annual rate%	₹70.00 L	₹19.67 Cr	Low	Medium
Cash and liquid funds	5.0%	₹5.00 Cr	Cash and liquid funds annual rate%	₹20.00 L	₹7.40 Cr	Very low	Very high
Total	100.0%	₹100.00 Cr	9.2%	₹9.15 Cr	₹250.30 Cr	Balanced	—

Illustrative only, and not investment advice. The rates are assumptions you set, not forecasts, and are applied as flat annual compounding with no allowance for tax, charges, inflation, vacancy or entry and exit costs. Past performance does not indicate future results.

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