Finance & Investment · Risk & Portfolio
Portfolio Weights & Allocation Calculator
List your holdings with a group for each — asset class, sector, market cap, platform, family member — to see every holding's weight, your allocation by group, and your largest positions.
Your inputs
Quick start — try a typical case
Type any group name; rows with the same group are added together.
Your result Live
Total Portfolio Value
₹30,70,000
Equity 58% · Debt 31% · Gold 6% · International 5%
- Equity
- 58.0% — ₹17,80,000
- Debt
- 31.3% — ₹9,60,000
- Gold
- 5.9% — ₹1,80,000
- International
- 4.9% — ₹1,50,000
- Largest Holding
- Nifty 50 index fund: 27.7%
- Holdings / Effective Number
- 7 / 5.4
- Equity · 58%₹17,80,000 (58.0%)
- Debt · 31%₹9,60,000 (31.3%)
- Gold · 6%₹1,80,000 (5.9%)
- International · 5%₹1,50,000 (4.9%)
Holdings by weight
7 rowsHow this is calculated
Weight = Holding value ÷ Total value · Group allocation = Σ weights in the group
- Effective number
- 1 ÷ Σ weight² — how many equal-sized holdings the portfolio behaves like
Knowing your real mix is the first step in managing a portfolio: funds and accounts spread across platforms often add up to a very different allocation than intended. Group by asset class to check your equity–debt split, or by sector, market cap or owner for other views.
Assumptions & sources
- Values are today's market values; a hybrid fund counted in one group may in reality hold several asset classes.
- 1CFA Program Curriculum — Quantitative Methods: The Time Value of Money — CFA Institute
- 2Investor education material — SEBI — Securities and Exchange Board of India
Calculator ID FIN-PORT-WEIGHT-001 · version 1.0.0
Common questions
How should I group hybrid funds?
Either put them in a 'Hybrid' group or split their value between Equity and Debt in two rows using the fund's latest asset mix from its factsheet.
What is the 'effective number' of holdings?
It adjusts the count for size: ten holdings where one is 90 % behave like about 1.2 holdings. It's 1 ÷ the sum of squared weights.