How often should I rebalance?

Rebalancing annually or when your allocation drifts by more than 5% from your target is a standard rigorous approach.

Asset Allocation Rebalancer

Check if your portfolio has drifted and get Buy/Sell instructions to rebalance Equity and Debt.

Equity Value₹6.00 Lakh

₹

₹0₹10.00 Cr

Debt / Fixed Income₹2.00 Lakh

₹

₹0₹10.00 Cr

Total Portfolio₹8,00,000

Desired Split

60%Equity

40%Debt

Adjust Equity Target %60%

0100

Equity

SELL₹1,20,000

Your equity exposure is too high. Book profits to rebalance.

Debt

BUY₹1,20,000

Increase stability by adding to fixed income.

Equity (75.0%)₹6,00,000

Debt (25.0%)₹2,00,000

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