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About this tool
Exact buy and sell amounts to bring each holding back to its target allocation, with or without selling.
The Portfolio Rebalancing Calculator turns a drifted portfolio back into your intended asset mix. Enter the current value of each holding and the target percentage you want it to hold, and it returns the exact rupee amount to buy or sell in every line item, the resulting weights and the total turnover. A second mode allocates only fresh money across the underweight assets, so you can correct drift without selling anything and triggering tax.
Open Portfolio Rebalancing Calculator on AltFTool — it loads instantly in your browser.
Enter the values you already know.
Fine-tune the options to match your scenario.
Read the result and use it in your planning or reporting.
No mental arithmetic — each holding gets a buy, sell or hold amount you can act on directly.
Directs new contributions to underweight assets so you avoid realising capital gains.
Flags whether any asset has actually drifted far enough to justify the transaction costs.
Once a year is a common rule, often combined with a tolerance band such as 5 percentage points so you only trade when an asset has genuinely drifted. Rebalancing more often raises costs and taxes without reliably improving returns.
Usually yes, when the amounts allow it. Directing fresh contributions to underweight assets moves you toward target without realising capital gains or paying exit loads. New money alone cannot fully correct a large overweight, though — this calculator shows how far it gets you.
Selling mutual fund units or shares is a redemption and can create capital gains, with different treatment for holdings under and over the relevant holding period. Switching between schemes counts as a sale too. This is general information — confirm your position with a tax professional.
The calculator applies each target to the whole portfolio value. If the targets do not sum to 100%, part of the portfolio would be unassigned and the buy and sell amounts would not net out correctly, so the tool asks you to fix the totals first.
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