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Rebalance history, model record

Data as of

Every rebalance, every name, every date. 2,453 published cycles across 18 index algos.

Each RupeeCase index algo publishes its full list on every rebalance. The history pages show every cycle with the names in, out and held, the turnover and an illustrative 0.2% fee, with a CSV to download. Record to 3 Jul 2026.

See the strategies
Index algos
18one history each
Published rebalances
2,453since May 2021
Latest published
3 Jul 2026Allcap, Focused Largecap 20, Nifty 50 Equal Weight
Fee
0.2%of the value traded, nothing else

Find a rebalance history

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01All 18

How many rebalances have the 18 index algos published?

2,453 model rebalances since May 2021, the latest on 3 Jul 2026. Latest first; the small line on each card is turnover over the last 12 cycles, how much of the list changed each time.

Model, back tested rebalance record of the 18 RupeeCase index algos, published lists May 2021 to 3 Jul 2026. Tickers are not recommendations. No price data on this page.

02How a rebalance works

Rule reruns, ranking moves, orders, logged in public.

  • 1. Rule reruns
    On the published schedule (weekly to monthly) the index algo scores its NSE universe again on momentum and risk measures.
  • 2. Ranking moves
    Names that fall out of the top ranks leave; names that rank in enter. Most of the list stays. Multi asset algos also set their ETF sleeves.
  • 3. Orders to your broker
    The trades land in your own broker account for approval. Shares stay in your demat; RupeeCase never holds money.
  • 4. Logged in public
    The full list is published with the date, which is the record these pages show. The fee is 0.2% of the value traded; nothing changes, nothing charged.

03In the app

What a rebalance looks like.

A due rebalance shows on your Dashboard; you open the portfolio, read the confirm sheet and accept before any order goes to your broker. The strategy keeps the turnover of every rebalance on record.

  1. The RupeeCase app on a phone. A due rebalance shows on the Dashboard and as a badge on the tab bar.
    1A due rebalance shows on the Dashboard and as a badge on the tab bar.
  2. The RupeeCase app on a phone. The portfolio says a rebalance is due.
    2The portfolio says a rebalance is due.
  3. The RupeeCase app on a phone. Confirm rebalance says when it fell due and asks for your consent.
    3Confirm rebalance says when it fell due and asks for your consent.
  4. The RupeeCase app on a phone. The strategy’s History tab records the turnover at every rebalance in the model record.
    4The strategy’s History tab records the turnover at every rebalance in the model record.
  5. The RupeeCase app on a phone. Every rebalance in the model record: the date, the turnover and the stocks added and removed.
    5Every rebalance in the model record: the date, the turnover and the stocks added and removed.

Screens from the RupeeCase app. The record screens show one strategy's published model record; portfolio screens are a sample for illustration.

Watch full screen: What a rebalance looks like
A due rebalance shows as a badge and on the portfolio card.

What a rebalance looks like

4 chapters, 2:03, with voice and music

  1. Chapter 1A rebalance is due0:24
  2. Chapter 2Open the portfolio0:27
  3. Chapter 3Confirm rebalance0:32
  4. Chapter 4Turnover at every rebalance0:40
Steps in this video
  1. A due rebalance shows as a badge and on the portfolio card.
  2. The portfolio says a rebalance is due.
  3. Rebalance opens Confirm rebalance.
  4. It says when the rebalance fell due and asks for your consent.
  5. Nothing is sent until you accept and press Confirm rebalance.
  6. The strategy keeps a record of every rebalance. Energy Basket, model rebalance record.
  7. Each bar is the share that changed hands, with the stocks added and removed.
  8. Show table lists every rebalance with its turnover.

04Questions

Rebalances, in plain words

What is a rebalance?

The day an index algo reruns its published rule: names that rank out leave the list, names that rank in enter, and the full list is published with the date. Orders go to your own broker; you approve them and the shares sit in your own demat.

How much does a rebalance cost?

0.2% of the value traded, nothing on the names that stay and nothing when nothing changes. No subscription, AUM fee or performance fee. Each history page shows the illustrative fee per cycle on ₹1,00,000.

Can I download the rebalance history?

Yes. Every history page links its CSV (every published list with its date) and a JSON file, free to reuse under CC BY 4.0 with attribution to RupeeCase. The files carry names and dates; lists are equal weighted at the stock level, so weights follow from the count.

Is this the live record?

No. These are the published, back tested model records. Record to 3 Jul 2026; the latest list dates differ by index algo and are printed on every page.

Explore next

Where to go next.

Compare, validate, invest.

Eighteen published model records, every list on every date. Pick an index algo, read its back test, invest from your own demat.

Sign up for RupeeCase All 18 index algos

Model, back tested rebalance record of the 18 RupeeCase index algos, published lists May 2021 to 3 Jul 2026. Tickers are not recommendations. No price data on this page.