RupeeCase
Education . Rebalancing . 2 of 4
Drift math . equal weight to top heavy . 4 years . zero trades
Day 1 . 2021
Equal weight by intent
01
Fund A
20
02
Fund B
20
03
Fund C
20
04
Fund D
20
05
Fund E
20
Today . 2026
Top heavy by drift
01
Fund A
38
02
Fund B
17
03
Fund C
16
04
Fund D
15
05
Fund E
14
Same money. Same names. No new orders. The market sized the portfolio while he was not looking.
Illustrative composite of a 5-fund equal-weight SIP started Apr 2021 and held without rebalance through Apr 2026. Drift profile reflects observed CAS spread across large-cap and flexi-cap categories over the period.