Target
Actual
Equity
Debt
Gold
Cash
Suggested Trades
SELL
Axis Small Cap Fund
Reduce equity allocation
₹2,50,000
SELL
ICICI Pru Equity
Reduce equity allocation
₹2,00,000
BUY
HDFC Short Term Debt
Increase debt allocation
₹3,50,000
BUY
SBI Gold Fund
Increase gold allocation
₹1,00,000
Estimated tax impact: ₹4,200 STCG on equity sales