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5Paisa Focused Alpha 5 | Rebalance History

88 rebalances since 2021-05-14. Every IN, OUT, and retained holding per cycle. Rules-based, no discretion. The model decides; we publish what it decided.

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Sector rotation

88 rebalances . 8 sectors touched . 4 live today.

Darker cell . higher weight . blank . sector not held
Metals & Mining
40%
Banking & Financial
20%
Capital Goods
20%
Power & Utilities
20%
Auto & Components
out
Diversified
out
FMCG & Consumer
out
Pharma & Healthcare
out
202120222023202420252026
Equal weighted at the stock level . source rebalance CSV . sector map curated against NSE listings . 4 sectors previously held now exited
Latest move . 2026-04-24 to 2026-04-27
In
Banking & Financial +3ppCapital Goods +3ppPower & Utilities +3pp
Out
Metals & Mining -10pp
tickers removed: VEDL
Rotation events . shifts 10pp or more
  1. 2026-04-27 Metals & Mining -10pp removed VEDL
  2. 2026-04-24 Auto & Components -17pp, Power & Utilities +17pp added ADANIPOWER . removed BHARATFORG
  3. 2026-04-03 Diversified -29pp, Banking & Financial +17pp added MCX . removed AMBER, KARURVYSYA
  4. 2026-03-13 Banking & Financial -25pp, Auto & Components +14pp added BHARATFORG . removed MCX, SHRIRAMFIN
  5. 2026-02-20 Diversified +25pp, Auto & Components -17pp, Metals & Mining -13pp, Capital Goods +13pp added GVT&D, AMBER, KARURVYSYA . removed ASHOKLEY
  6. 2026-01-30 Diversified -29pp, Metals & Mining +21pp added VEDL . removed LTF, MUTHOOTFIN
  7. 2025-12-19 Metals & Mining +14pp, Auto & Components +13pp, Power & Utilities -11pp added NATIONALUM, ASHOKLEY . removed RBLBANK, INDIANB, ADANIPOWER
  8. 2025-11-28 Banking & Financial +19pp, Diversified -13pp added CANBK, BSE, SHRIRAMFIN . removed FORTIS
  9. 2025-11-07 Capital Goods -14pp, Banking & Financial +14pp added RBLBANK, INDIANB . removed EICHERMOT, GVT&D
  10. 2025-10-17 Pharma & Healthcare -11pp added MUTHOOTFIN . removed PAYTM, DELHIVERY, LAURUSLABS
  11. 2025-09-26 Metals & Mining +11pp, Power & Utilities +11pp, Diversified -11pp added HINDCOPPER, LTF, EICHERMOT, ADANIPOWER . removed RBLBANK
  12. 2025-08-15 Banking & Financial -10pp added FORTIS . removed MCX, ABCAPITAL, BDL, BEL
  13. 2025-07-25 Banking & Financial -19pp, Diversified +13pp, Pharma & Healthcare +10pp added GLENMARK, LAURUSLABS, DELHIVERY, IIFL, RBLBANK . removed BSE, APARINDS
  14. 2025-05-23 Capital Goods +13pp added APARINDS, BEL, GVT&D . removed MANAPPURAM, PAYTM
  15. 2025-02-28 Capital Goods -14pp, Diversified +14pp added REDINGTON, MUTHOOTFIN . removed GVT&D, FORTIS
  16. 2025-02-07 Diversified +11pp added NAVINFLUOR, MANAPPURAM
  17. 2025-01-17 Banking & Financial -13pp, Diversified +10pp removed MCX
  18. 2024-12-27 Capital Goods +17pp, Diversified -17pp added GVT&D . removed GLENMARK
  19. 2024-11-15 Capital Goods -17pp, Diversified +10pp removed GVT&D
  20. 2024-10-25 Diversified +17pp, Banking & Financial -17pp added AMBER . removed SHRIRAMFIN
  21. 2024-10-04 Diversified -24pp, Banking & Financial +21pp added BSE . removed BDL, BEL
  22. 2024-09-13 Banking & Financial +29pp, Diversified -26pp added MCX, SHRIRAMFIN . removed M&M
  23. 2024-08-23 Diversified +26pp, Metals & Mining -14pp, Capital Goods -12pp added PAYTM . removed CUMMINSIND, VEDL
  24. 2024-06-21 Metals & Mining -12pp added M&M . removed POWERINDIA, HINDCOPPER
  25. 2024-05-31 Diversified +29pp, Metals & Mining -14pp, Banking & Financial -14pp added BDL, BEL . removed BSE, NATIONALUM
  26. 2024-03-29 Diversified +17pp added SOLARINDS
  27. 2024-03-08 Diversified -17pp removed BDL
  28. 2024-02-16 Capital Goods +13pp added CUMMINSIND
  29. 2024-01-26 Metals & Mining +15pp, Power & Utilities -13pp removed ADANIPOWER, MCX, TVSMOTOR
  30. 2024-01-05 Metals & Mining +25pp, Diversified -18pp added HINDCOPPER, BDL, NATIONALUM . removed SOLARINDS, APARINDS
  31. 2023-12-15 Power & Utilities +14pp added ADANIPOWER, TVSMOTOR . removed POLYCAB
  32. 2023-11-24 Diversified +10pp added SOLARINDS
  33. 2023-11-03 Power & Utilities -14pp, Banking & Financial +11pp removed ADANIPOWER, AMBER
  34. 2023-10-13 Banking & Financial +12pp added MCX
  35. 2023-09-22 Power & Utilities +17pp, Metals & Mining -14pp added ADANIPOWER . removed GLENMARK, HINDCOPPER
  36. 2023-08-11 Diversified -14pp, Metals & Mining +14pp added HINDCOPPER . removed PAYTM
  37. 2023-07-21 Power & Utilities -14pp, Banking & Financial +14pp added BSE, RBLBANK . removed NH, ADANIPOWER
  38. 2023-06-09 Banking & Financial -29pp, Diversified +24pp added NH . removed INDIANB, UNIONBANK
  39. 2023-05-19 Power & Utilities +14pp, Capital Goods -11pp added POWERINDIA, ADANIPOWER . removed CUMMINSIND, KARURVYSYA, MANAPPURAM
  40. 2023-04-28 Power & Utilities -14pp, Capital Goods +11pp added GVT&D, GLENMARK . removed ADANIPOWER
  41. 2023-03-17 Diversified -17pp, Power & Utilities +17pp added ADANIPOWER . removed BANKINDIA
  42. 2023-02-24 Capital Goods +17pp, Diversified -17pp added CUMMINSIND . removed RBLBANK
  43. 2022-12-02 Banking & Financial +18pp, Power & Utilities -11pp removed APARINDS, ADANIPOWER, TVSMOTOR, SOLARINDS
  44. 2022-11-11 Banking & Financial +22pp, Diversified -13pp added BANKINDIA, UNIONBANK, INDIANB, CANBK
  45. 2022-09-09 Diversified +19pp, Banking & Financial -17pp added RBLBANK, BEL . removed SHRIRAMFIN
  46. 2022-07-29 Banking & Financial +17pp, Diversified -13pp added SHRIRAMFIN
  47. 2022-07-08 Banking & Financial -14pp removed BSE, SOLARINDS
  48. 2022-06-17 Diversified +14pp, Capital Goods -14pp added APARINDS, TVSMOTOR . removed POONAWALLA, GVT&D
  49. 2022-05-06 Capital Goods +17pp, Diversified -13pp, Metals & Mining -13pp added GVT&D . removed POWERINDIA, VEDL, NH
  50. 2022-04-15 Metals & Mining -16pp, Power & Utilities +13pp added ADANIPOWER, SOLARINDS . removed NATIONALUM
  51. 2022-03-25 Diversified -14pp, Metals & Mining +14pp added VEDL . removed CANBK
  52. 2022-03-04 Diversified +14pp, Banking & Financial -14pp, FMCG & Consumer -14pp, Metals & Mining +14pp added NATIONALUM, NH . removed AUBANK, RADICO
  53. 2022-01-21 Banking & Financial +12pp added AUBANK, CANBK . removed POWERINDIA
  54. 2021-12-10 Diversified +29pp, Banking & Financial -29pp added POONAWALLA, POWERINDIA . removed UNIONBANK, INDIANB
  55. 2021-10-29 Banking & Financial +21pp, Metals & Mining -17pp, Diversified -17pp, FMCG & Consumer +13pp added UNIONBANK, INDIANB, RADICO . removed NATIONALUM
  56. 2021-10-08 Diversified +17pp, FMCG & Consumer -13pp, Pharma & Healthcare -13pp added SOLARINDS . removed REDINGTON, RADICO, LAURUSLABS
  57. 2021-09-17 Diversified +17pp added POLYCAB, POWERINDIA
  58. 2021-08-27 Metals & Mining -12pp removed HINDCOPPER
  59. 2021-08-06 Metals & Mining +14pp, Power & Utilities -14pp added NATIONALUM . removed ADANIPOWER
  60. 2021-07-16 Diversified -14pp, Pharma & Healthcare +14pp added LAURUSLABS . removed IIFL
  61. 2021-06-25 Metals & Mining -19pp, FMCG & Consumer +14pp added REDINGTON, RADICO . removed VEDL
  62. 2021-06-04 Banking & Financial +17pp added BSE
+0 added -1 removed 5 retained 5 holdings
OutVEDL
+1 added -1 removed 5 retained 6 holdings
InADANIPOWER
OutBHARATFORG
+1 added -2 removed 5 retained 6 holdings
InMCX
OutAMBERKARURVYSYA
+1 added -2 removed 6 retained 7 holdings
InBHARATFORG
OutMCXSHRIRAMFIN
+3 added -1 removed 5 retained 8 holdings
InGVT&DAMBERKARURVYSYA
OutASHOKLEY
+1 added -2 removed 5 retained 6 holdings
InVEDL
OutLTFMUTHOOTFIN
+1 added -2 removed 6 retained 7 holdings
InMCX
OutCANBKBSE
+2 added -3 removed 6 retained 8 holdings
InNATIONALUMASHOKLEY
OutRBLBANKINDIANBADANIPOWER
+3 added -1 removed 6 retained 9 holdings
InCANBKBSESHRIRAMFIN
OutFORTIS
+2 added -2 removed 5 retained 7 holdings
InRBLBANKINDIANB
OutEICHERMOTGVT&D
+1 added -3 removed 6 retained 7 holdings
InMUTHOOTFIN
OutPAYTMDELHIVERYLAURUSLABS
+4 added -1 removed 5 retained 9 holdings
InHINDCOPPERLTFEICHERMOTADANIPOWER
OutRBLBANK
+1 added -2 removed 5 retained 6 holdings
InPAYTM
OutGLENMARKIIFL
+1 added -4 removed 6 retained 7 holdings
InFORTIS
OutMCXABCAPITALBDLBEL
+5 added -2 removed 5 retained 10 holdings
InGLENMARKLAURUSLABSDELHIVERYIIFLRBLBANK
OutBSEAPARINDS
+2 added -0 removed 5 retained 7 holdings
InMCXABCAPITAL
+0 added -3 removed 5 retained 5 holdings
OutNHPOONAWALLAAUBANK
+3 added -2 removed 5 retained 8 holdings
InAPARINDSBELGVT&D
OutMANAPPURAMPAYTM
+2 added -2 removed 5 retained 7 holdings
InBDLAUBANK
OutSHRIRAMFINAMBER
+1 added -3 removed 6 retained 7 holdings
InPOONAWALLA
OutREDINGTONNAVINFLUORMUTHOOTFIN
+2 added -0 removed 7 retained 9 holdings
InNHSHRIRAMFIN
+2 added -2 removed 5 retained 7 holdings
InREDINGTONMUTHOOTFIN
OutGVT&DFORTIS
+2 added -0 removed 5 retained 7 holdings
InNAVINFLUORMANAPPURAM
+0 added -1 removed 5 retained 5 holdings
OutMCX
+1 added -1 removed 5 retained 6 holdings
InGVT&D
OutGLENMARK
+1 added -0 removed 5 retained 6 holdings
InFORTIS
+0 added -1 removed 5 retained 5 holdings
OutGVT&D
+1 added -1 removed 5 retained 6 holdings
InAMBER
OutSHRIRAMFIN
+1 added -2 removed 5 retained 6 holdings
InBSE
OutBDLBEL
+2 added -1 removed 5 retained 7 holdings
InMCXSHRIRAMFIN
OutM&M
+1 added -2 removed 5 retained 6 holdings
InPAYTM
OutCUMMINSINDVEDL
+1 added -0 removed 6 retained 7 holdings
InGLENMARK
+0 added -0 removed 6 retained 6 holdings
+1 added -2 removed 5 retained 6 holdings
InM&M
OutPOWERINDIAHINDCOPPER
+2 added -2 removed 5 retained 7 holdings
InBDLBEL
OutBSENATIONALUM
+1 added -1 removed 6 retained 7 holdings
InPOWERINDIA
OutSOLARINDS
+1 added -0 removed 6 retained 7 holdings
InVEDL
+1 added -0 removed 5 retained 6 holdings
InSOLARINDS
+0 added -1 removed 5 retained 5 holdings
OutBDL
+1 added -0 removed 5 retained 6 holdings
InCUMMINSIND
+0 added -3 removed 5 retained 5 holdings
OutADANIPOWERMCXTVSMOTOR
+3 added -2 removed 5 retained 8 holdings
InHINDCOPPERBDLNATIONALUM
OutSOLARINDSAPARINDS
+2 added -1 removed 5 retained 7 holdings
InADANIPOWERTVSMOTOR
OutPOLYCAB
+1 added -0 removed 5 retained 6 holdings
InSOLARINDS
+0 added -2 removed 5 retained 5 holdings
OutADANIPOWERAMBER
+1 added -0 removed 6 retained 7 holdings
InMCX
+1 added -2 removed 5 retained 6 holdings
InADANIPOWER
OutGLENMARKHINDCOPPER
+2 added -2 removed 5 retained 7 holdings
InPOLYCABAMBER
OutRBLBANKLTF
+1 added -1 removed 6 retained 7 holdings
InHINDCOPPER
OutPAYTM
+2 added -2 removed 5 retained 7 holdings
InBSERBLBANK
OutNHADANIPOWER
+2 added -1 removed 5 retained 7 holdings
InPAYTMLTF
OutPOWERINDIA
+1 added -2 removed 5 retained 6 holdings
InNH
OutINDIANBUNIONBANK
+2 added -3 removed 5 retained 7 holdings
InPOWERINDIAADANIPOWER
OutCUMMINSINDKARURVYSYAMANAPPURAM
+2 added -1 removed 6 retained 8 holdings
InGVT&DGLENMARK
OutADANIPOWER
+1 added -0 removed 6 retained 7 holdings
InMANAPPURAM
+1 added -1 removed 5 retained 6 holdings
InADANIPOWER
OutBANKINDIA
+1 added -1 removed 5 retained 6 holdings
InCUMMINSIND
OutRBLBANK
+0 added -0 removed 6 retained 6 holdings
+1 added -1 removed 5 retained 6 holdings
InRBLBANK
OutCANBK
+1 added -0 removed 5 retained 6 holdings
InAPARINDS
+0 added -4 removed 5 retained 5 holdings
OutAPARINDSADANIPOWERTVSMOTORSOLARINDS
+4 added -0 removed 5 retained 9 holdings
InBANKINDIAUNIONBANKINDIANBCANBK
+0 added -2 removed 5 retained 5 holdings
OutRBLBANKBEL
+1 added -1 removed 6 retained 7 holdings
InSOLARINDS
OutM&M
+2 added -1 removed 5 retained 7 holdings
InRBLBANKBEL
OutSHRIRAMFIN
+1 added -1 removed 5 retained 6 holdings
InKARURVYSYA
OutBDL
+1 added -0 removed 5 retained 6 holdings
InSHRIRAMFIN
+0 added -2 removed 5 retained 5 holdings
OutBSESOLARINDS
+2 added -2 removed 5 retained 7 holdings
InAPARINDSTVSMOTOR
OutPOONAWALLAGVT&D
+1 added -0 removed 6 retained 7 holdings
InM&M
+1 added -3 removed 5 retained 6 holdings
InGVT&D
OutPOWERINDIAVEDLNH
+2 added -1 removed 6 retained 8 holdings
InADANIPOWERSOLARINDS
OutNATIONALUM
+1 added -1 removed 6 retained 7 holdings
InVEDL
OutCANBK
+2 added -2 removed 5 retained 7 holdings
InNATIONALUMNH
OutAUBANKRADICO
+2 added -2 removed 5 retained 7 holdings
InPOWERINDIABDL
OutSOLARINDSAPARINDS
+2 added -1 removed 5 retained 7 holdings
InAUBANKCANBK
OutPOWERINDIA
+1 added -2 removed 5 retained 6 holdings
InAPARINDS
OutCANBKTVSMOTOR
+2 added -2 removed 5 retained 7 holdings
InPOONAWALLAPOWERINDIA
OutUNIONBANKINDIANB
+2 added -3 removed 5 retained 7 holdings
InCANBKTVSMOTOR
OutPOLYCABPOWERINDIAPOONAWALLA
+3 added -1 removed 5 retained 8 holdings
InUNIONBANKINDIANBRADICO
OutNATIONALUM
+1 added -3 removed 5 retained 6 holdings
InSOLARINDS
OutREDINGTONRADICOLAURUSLABS
+2 added -0 removed 6 retained 8 holdings
InPOLYCABPOWERINDIA
+0 added -1 removed 6 retained 6 holdings
OutHINDCOPPER
+1 added -1 removed 6 retained 7 holdings
InNATIONALUM
OutADANIPOWER
+1 added -1 removed 6 retained 7 holdings
InLAURUSLABS
OutIIFL
+2 added -1 removed 5 retained 7 holdings
InREDINGTONRADICO
OutVEDL
+1 added -0 removed 5 retained 6 holdings
InBSE
Initial portfolio 5 holdings
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