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Tip: Review and rebalance quarterly. Asset classes drift from target allocation as markets move. A 60/40 equity-debt portfolio can become 70/30 after a bull run, increasing your risk beyond target.
Portfolio Return = Sum of (Weight of Asset i x Return of Asset i)
Example:
10-Year Historical Returns:
Sources: NSE index data, AMFI category returns, RBI FD rate tracker, India Bullion Association.
Founders face a unique portfolio challenge: most of your net worth is locked in your company (illiquid, concentrated, high-risk). Your personal investment portfolio should deliberately counterbalance this.
Recommended allocation for founders with 70%+ net worth in their company:
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Frequently asked questions about Portfolio Return Calculator
The return calculated by weighting each investment’s return by its proportion of the total portfolio. Rs 10L in equities at 15% and Rs 5L in FD at 7% gives weighted return of (10×15 + 5×7) / 15 = 12.3%, not the simple average of 11%.
Monthly for active monitoring, quarterly for rebalancing decisions, annually for tax planning and strategy review. Use XIRR for accurate return calculation when you have multiple cash flows.
10-14% for a balanced portfolio (60-70% equity, 30-40% debt). Pure equity: 12-18% long-term. Conservative (debt-heavy): 7-9%. Your target should match your risk tolerance and time horizon.
XIRR if you have made multiple investments at different times (SIPs, additional lumpsum). CAGR only if you made one lumpsum investment. For most investors with SIPs and staggered investments, XIRR is more accurate.
Asset allocation drives 80-90% of portfolio return variance. The specific stocks or funds you pick matter less than the split between equity, debt, gold, and real estate.
When any asset class drifts 5-10% from target allocation. For example, if equity target is 60% and it grows to 70% due to market rally, sell equity and buy debt to return to 60%. This forces you to buy low and sell high.
Indian investors can invest up to $250,000/year under LRS. US index funds (S&P 500) have delivered 10-12% in USD terms. Currency depreciation (3-5% annually) adds to INR returns. Consider 10-20% international allocation for diversification.
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