9:41
5G●●●●
Investment Policy Statement
IPS deviation
Trial
Your profile
Risk bucket
Balanced
Max deviation
+8.0%
Rebalance triggers: annual review, or any single bucket deviating more than ±5% from target. One trigger is currently active — Equity is +8% over target.

Target vs actual by bucket

Edit IPS
Equity
+8.0%
Target
50%
Actual
58%
You're 8 points over your equity target. HDFC Bank alone is 12% of portfolio (single-name IPS limit is 10%). I can draft a trim order for you that moves the concentration back inside the IPS.
Debt & Fixed Income
−6.5%
Target
30%
Actual
23.5%
Under-allocated by 6.5 points. Consider routing your next SIP into a debt fund or booking an FD via Blostem to close the gap.
Gold & Commodities
On target
Target
10%
Actual
9.8%
Real Estate
+3.4%
Target
15%
Actual
18.4%