Allocation Calculator

₹1.00 L
AllocationTotal: 100.0%
NIFTY 50
%
NIFTY NEXT 50
%
NIFTY MIDCAP 150
%
NIFTY SMALLCAP
%
NIFTY IT
%
NIFTY BANK
%
NameTarget %Amount (₹)Notes
NIFTY 5040.0%₹40,000
NIFTY NEXT 5020.0%₹20,000
NIFTY MIDCAP 15015.0%₹15,000
NIFTY SMALLCAP10.0%₹10,000
NIFTY IT10.0%₹10,000
NIFTY BANK5.0%₹5,000
Total100.0%₹1.00 LFully allocated

Asset Allocation Calculator: how it works

An allocation calculator distributes capital across asset classes and computes the portfolio's weighted expected return, showing how the mix changes the risk profile.

Formula

Portfolio return = Σ (weight of each asset × its expected return).