---
title: "Rebalance Cost Calculator: 0.2% of Traded Value | RupeeCase"
description: "Rebalance cost calculator: the RupeeCase fee of 0.2% of traded value per rebalance, per trade and per year, across cadences from yearly to weekly."
source_url: "https://www.rupeecase.com/learn/tools/rebalance-cost-calculator"
---

Fee per rebalance**₹600**0.2% of ₹3.00 L traded
Fees in year one**₹7,800**
Yearly fee as a share of the portfolio**0.78%**
Fees over 10 years**₹1.47 L**as the portfolio grows at 12.0%
Portfolio after fees**₹28.7 L**

The bars show the yearly fee at each cadence for the same 30% traded per rebalance. Taxes and exchange charges on the trades apply as on any trade.
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  01How it works

## In plain words.
At each rebalance the strategy sells some holdings and buys others. The value of those trades is the traded value. The fee is 0.2% of it, charged when the trades execute; there is no fee on the rest of the portfolio and none between rebalances.

    The formula

`Fee per rebalance = 0.2% x portfolio value x share traded``Yearly rate = 0.2% x share traded x rebalances a year`

  02Worked example

## The default numbers, by hand.
Rs 10 lakh, 30% traded, 13 rebalances a year: Rs 600 a rebalance, Rs 7,800 in year one, 0.78% of the portfolio a year.

| Input | Value |
| --- | --- |
| Portfolio value | ₹10,00,000 |
| Rebalances a year | 13 |
| Share traded per rebalance (buys plus sells) | 30% |
| Return a year | 12% |
| Years | 10 years |

| Result | Value |
| --- | --- |
| Fee per rebalance | ₹600 |
| Fees in year one | ₹7,800 |
| Yearly fee as a share of the portfolio | 0.78% |
| Fees over 10 years | ₹1.47 L |
| Portfolio after fees | ₹28.7 L |

  03Key concepts

## What to know before you use it.

### Traded value, not portfolio value
Only the part that changes hands is charged. A rebalance that changes two stocks out of twenty trades a small share.

### Cadence is a design choice
Faster rebalancing follows a signal more closely and trades more. Module 4.3 covers the trade off between cadence, cost and drift.

### Good to know

* Each strategy page states its rebalance cadence.
* Taxes and exchange charges on the trades apply as on any trade; see the trade cost calculator.

  04Assumptions

## What the calculator assumes.

* The same share traded at every rebalance.
* The fee is taken from the portfolio, which grows at the chosen return.

    Sources, checked 12 Oct 2026

1. [RupeeCase pricing: 0.2% of traded value per rebalance, nothing else](/pricing)

  05Questions

## Asked about the Rebalance cost at 0.2%.
What does RupeeCase charge per rebalance?0.2% of the traded value, charged when the trades execute. Nothing else from RupeeCase.

How often do RupeeCase strategies rebalance?It depends on the strategy; each strategy page lists its cadence.

    Explore next

## Learn the idea behind the numbers.

* [Blog noteLargecap Hybrid: a buffer is a shock absorber, not a shieldStrategy notes, a short note](/blog/2026-07-06-evening-largecap-hybrid-buffer/)
* [Blog noteRecipe versus paragraph: reading a methodology pageCosts: MF, PMS, RupeeCase, a short note](/blog/2026-05-27-evening-methodology-open-rule/)
* [Free module 4.3Rebalancing Strategies9 min read](/learn/path-4/module-4-3-rebalancing-strategies)
* [Free module 10.5Portfolio Monitoring & Rebalancing in Practice9 min read](/learn/path-10/module-10-5-portfolio-monitoring-and-rebalancing-in-practice)
* [StrategyAllcap strategyNifty Total Market, 50 stocks, every 2 weeks](/strategies/allcap)
* [CalculatorAsset allocation by risk profileFree, with the formula and a worked example](/learn/tools/asset-allocation-calculator)

      Community

## Join my WhatsApp group.

      Scan the code, fillFill one short form, and join my WhatsApp group. Slides, sources, factsheets and the rebalance logs live there, and members join a daily Google Meet with me.

        [Sign up for RupeeCase](https://invest.rupeecase.com/signup)
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06Keep going

## Learn the idea, see it applied.

  [Module 4.3Rebalancing Strategies9 min read, Path 04](/learn/path-4/module-4-3-rebalancing-strategies)[Module 10.5Portfolio Monitoring & Rebalancing in Practice9 min read, Path 10](/learn/path-10/module-10-5-portfolio-monitoring-and-rebalancing-in-practice)[The matching indexAllcap50 stocks from the Nifty Total Market. Fortnightly rotation.CAGR44.7%Sharpe1.68Max DD−22.7%Model, back tested, as of 27 Apr 2026. Not client returns, not a promise. Risk band: Moderately High.](/strategies/allcap)

  More rebalancing and allocation calculators

[Asset allocation by risk profile](/learn/tools/asset-allocation-calculator)[Drift and rebalance band](/learn/tools/drift-threshold-calculator)[All 25 calculators](/learn/tools)

  Education only, not investment advice. RupeeCase is a technology platform operated by QC Alpha Technologies Pvt Ltd; it is not a fund, a PMS or a SEBI registered investment adviser. Model returns are back tested and not a promise of future returns. Figures carry the date they were checked.