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INCOME TAX

Asset allocation

Explore how age, horizon and risk affect an illustrative asset mix, or enter custom weights.

Browser-only calculation: your inputs stay in this browser. Educational estimates; verify eligibility and current official rules before acting.

What this tool covers

Your information & assumptions

Amounts in ₹ unless shown otherwise

Prefilled numbers are examples. Replace them with your figures. Confirm the relevant conditions to calculate.

Tax Year 2026–27 uses the Income-tax Act, 2025. Earlier financial years use the Income-tax Act, 1961 with applicable amendments. The old and new tax regimes are separate choices within those laws.
Read the calculation coverage · Official income-tax calculator ↗

UNDERSTAND THE CALCULATION

How to use Asset allocation

Explore how age, horizon and risk affect an illustrative asset mix, or enter custom weights.

Inputs and definitions

Age, horizon and risk assumptions, or custom asset-class weights for the scenario.

Method and formula

Compare portfolio weights and concentration under the selected educational scenario. Weights must total 100%; labels do not establish personal suitability.

Illustrative example

A custom 50% / 30% / 20% split assigns ₹5 lakh, ₹3 lakh and ₹2 lakh of a ₹10 lakh portfolio. This is a weighting example and does not recommend assets or products.

Scope and limitations

Educational asset-class scenarios. Choose your own mix; no security, fund or personalised suitability recommendation is made.

These examples explain the method. The interactive result depends on the selected facts and period, and is not a filing or an eligibility confirmation.

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