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Portfolio Return Calculator India 2026 – Weighted Returns

Use this free Portfolio Return Calculator in India to calculate the blended return across all your equity, debt, gold, and other investments weighted by allocation.

Calculate weighted average return on your multi-asset investment portfolio.

Enter up to 6 assets with value and annual return:

Asset 1 Name

Asset 1 Value ($)

Asset 1 Return (%)

Asset 2 Name

Asset 2 Value ($)

Asset 2 Return (%)

Asset 3 Name

Asset 3 Value ($)

Asset 3 Return (%)

Asset 4 Name

Asset 4 Value ($)

Asset 4 Return (%)

Currency

Weighted Portfolio Return

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Total Portfolio Value

—

Annual Gain

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Projected 10yr Value

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What is Portfolio Return?

Portfolio return is the weighted average return across all your investments. Each asset's contribution to return depends on both its individual return rate and its weight (proportion) in the portfolio.

Formula

Weighted Return = Σ(Asset Value / Total Portfolio × Asset Return) Annual Gain = Total Portfolio × Weighted Return

Examples

US — $95,000 portfolio across stocks, bonds, real estate, gold

Weighted Return: 9.26% | Annual Gain: $8,800 | 10yr value: $228,000

Australia — AUD $200,000 across ASX stocks, bonds, REITs

Weighted Return: 8.5% | Annual Gain: AUD $17,000 | 10yr value: AUD $452,000

Example — Euro Zone

€80,000: 50% Euro stoxx (+10%), 30% bonds (+3%), 20% real estate (+6%). Weighted return: 6.9% | Portfolio gain: €5,520 | 10-year projected: €155,100

Why Use This?

Tracking portfolio return helps you understand whether your asset mix is delivering your target return. By calculating weighted returns, you can identify which assets contribute most to performance and rebalance accordingly.

How often should I rebalance my portfolio?▾

Most financial advisors recommend annually or when any asset class drifts more than 5% from target allocation. Rebalancing sells high performers and buys laggards — enforcing disciplined buy-low.

What is a good portfolio return?▾

A 60/40 stock-bond portfolio has historically returned 7–9% annually. Pure equity: 10–12%. More conservative: 5–7%.

How does correlation affect portfolio return?▾

Low or negative correlation between assets can maintain return while reducing volatility. That's the principle behind diversification — not all assets fall at the same time.

💡 Tip: A 60/40 US stock-bond portfolio returned 8.2% annually from 1926–2024, with only moderate volatility.