Investment Diversification Calculator
Model a balanced asset mix and estimate expected portfolio return with concentration checks.
Tax & investment navigation
₹1,00,00,000 — One Crore Rupees
Total selected allocation: 95%
Cash / liquid balance: 5%
Expected Annual Portfolio Return
₹8,95,000
Eight Lakh Ninety Five Thousand Rupees
Weighted return: 8.95%
35%
₹35.00 L
Real Estate
30%
₹30.00 L
Equities
20%
₹20.00 L
Debt
10%
₹10.00 L
Gold
5%
₹5.00 L
Cash / Liquid
Low concentration risk
Largest single allocation: 35%
Formula & How It Works
Formula
Expected Return = Σ(Asset Allocation × Asset Return Assumption); Concentration Risk = Max(Asset Allocation %)This planner computes weighted expected returns from your allocation mix across real estate, equity, debt, gold, and cash. Higher concentration in one asset class generally increases risk.
Enter your corpus and target percentages. If selected allocations exceed 100%, the model scales them proportionally for projection and highlights the rebalance warning.
Why Tatsyavyatur Calculators Are Unique
Unlike generic calculators, Tatsyavyatur's tools are calibrated to Indian real estate norms — CII tables updated for the latest Finance Act, state-specific stamp duty rates, PMAY slabs, and Indian banking FOIR standards. Every calculation uses RBI-aligned formulas so your planning is grounded in reality, not approximation.