Rebalance record, Large and mid

Data as of 27 Apr 2026

5Paisa Focused Alpha 5 rebalance history

5Paisa Focused Alpha 5 rebalance history is the record of every published model rebalance since 14 May 2021: 88 cycles with the names in and out. Record to 27 Apr 2026.

Published rebalances: 88since 14 May 2021
Cadence: Every 3 weeksabout 17 a year
Latest published: 27 Apr 20265 names on the list
Average turnover: 29%of the list, cycles with changes

Download the record as CSV

Turnover at each rebalanceJun 2021 to 27 Apr 2026, 87 cycles

Share of the list that changed, model record. Highest 80%.

Stacked ridge lines on navy, each a distribution of returns, year after year

01The latest cycle

27 Apr 2026: 1 out, 0 in, 5 held.

Only what changes is traded and charged. Tap a name to change it yourself.

Names changed1 of 5

Value traded₹20,000

Fee, 0.2%₹40

Illustration on ₹1,00,000 at equal weights: the value traded is the share of the list that changed, the fee 0.2% of that. Tickers from the published model record, not actual client trades. If nothing trades, nothing is charged.

₹100 in 5Paisa Focused Alpha 5 became about ₹968 in the model

The model portfolio these lists describe, rebased to 100, after charges. The Nifty 50 TRI is drawn as its CAGR line, not the daily index. Model, back tested, not actual client returns. Source: RupeeCase published model record (lineup.json), monthly. As of 31 Jul 2026.

5Paisa Focused Alpha 5 fell at most 23.7% below its model high, month end to month end

Fall from the previous model high at each month end; 0% means a new high. Lowest: 5Paisa Focused Alpha 5 −23.7% at Feb 2025. Monthly points, so the daily low was deeper. Model, back tested, not actual client returns. Source: RupeeCase published model record (lineup.json), monthly. As of 31 Jul 2026.

02Every rebalance

88 published rebalances, newest first.

The newest 12 with their names; older cycles below, 12 at a time.

Turnover of the last 12 5Paisa Focused Alpha 5 rebalances, highest 44% on 26 Sep 2025

Names changed at each published rebalance over the names on the new list. A cycle with no change shows 0%. Model, back tested, not actual client returns. Source: RupeeCase published rebalance lists. As of 27 Apr 2026.

Find a ticker in the record

Only cycles with changes

88 rebalances

2026
27 Apr 20265 names on the list

In
+0
Out
−1
Held
5
Turnover
20%

On ₹1,00,000 at equal weight this cycle traded about ₹20,000, fee ₹40 at 0.2%.

Out, 1
VEDL
24 Apr 20266 names on the list

In
+1
Out
−1
Held
5
Turnover
17%

On ₹1,00,000 at equal weight this cycle traded about ₹16,667, fee ₹33 at 0.2%.

In, 1
ADANIPOWER
Out, 1
BHARATFORG
3 Apr 20266 names on the list

In
+1
Out
−2
Held
5
Turnover
33%

On ₹1,00,000 at equal weight this cycle traded about ₹33,333, fee ₹67 at 0.2%.

In, 1
MCX
Out, 2
AMBERKARURVYSYA
13 Mar 20267 names on the list

In
+1
Out
−2
Held
6
Turnover
29%

On ₹1,00,000 at equal weight this cycle traded about ₹28,571, fee ₹57 at 0.2%.

In, 1
BHARATFORG
Out, 2
MCX SHRIRAMFIN
20 Feb 20268 names on the list

In
+3
Out
−1
Held
5
Turnover
38%

On ₹1,00,000 at equal weight this cycle traded about ₹37,500, fee ₹75 at 0.2%.

In, 3
GVT&DAMBERKARURVYSYA
Out, 1
ASHOKLEY
30 Jan 20266 names on the list

In
+1
Out
−2
Held
5
Turnover
33%

On ₹1,00,000 at equal weight this cycle traded about ₹33,333, fee ₹67 at 0.2%.

In, 1
VEDL
Out, 2
LTFMUTHOOTFIN
Average turnover by year, highest in 2025 at 37%
Names changed over names on the new list, averaged over the cycles with a change in each calendar year. Model, back tested, not actual client returns. Source: RupeeCase published rebalance lists, NSE sector classification of 9 Oct 2026. As of 27 Apr 2026.
9 Jan 20267 names on the list

In
+1
Out
−2
Held
6
Turnover
29%

On ₹1,00,000 at equal weight this cycle traded about ₹28,571, fee ₹57 at 0.2%.

In, 1
MCX
Out, 2
CANBKBSE
2025
19 Dec 20258 names on the list

In
+2
Out
−3
Held
6
Turnover
38%

On ₹1,00,000 at equal weight this cycle traded about ₹37,500, fee ₹75 at 0.2%.

In, 2
NATIONALUMASHOKLEY
Out, 3
RBLBANKINDIANBADANIPOWER
28 Nov 20259 names on the list

In
+3
Out
−1
Held
6
Turnover
33%

On ₹1,00,000 at equal weight this cycle traded about ₹33,333, fee ₹67 at 0.2%.

In, 3
CANBKBSE SHRIRAMFIN
Out, 1
FORTIS
7 Nov 20257 names on the list

In
+2
Out
−2
Held
5
Turnover
29%

On ₹1,00,000 at equal weight this cycle traded about ₹28,571, fee ₹57 at 0.2%.

In, 2
RBLBANKINDIANB
Out, 2
EICHERMOT GVT&D
17 Oct 20257 names on the list

In
+1
Out
−3
Held
6
Turnover
43%

On ₹1,00,000 at equal weight this cycle traded about ₹42,857, fee ₹86 at 0.2%.

In, 1
MUTHOOTFIN
Out, 3
PAYTMDELHIVERYLAURUSLABS
26 Sep 20259 names on the list

In
+4
Out
−1
Held
5
Turnover
44%

On ₹1,00,000 at equal weight this cycle traded about ₹44,444, fee ₹89 at 0.2%.

In, 4
HINDCOPPERLTFEICHERMOT ADANIPOWER
Out, 1
RBLBANK
5 Sep 20256 names, +1 −2, turnover 33%, fee ₹67
15 Aug 20257 names, +1 −4, turnover 57%, fee ₹114
25 Jul 202510 names, +5 −2, turnover 50%, fee ₹100
4 Jul 20257 names, +2 −0, turnover 29%, fee ₹57
13 Jun 20255 names, +0 −3, turnover 60%, fee ₹120
23 May 20258 names, +3 −2, turnover 38%, fee ₹75
2 May 20257 names, +2 −2, turnover 29%, fee ₹57
11 Apr 20257 names, +1 −3, turnover 43%, fee ₹86
21 Mar 20259 names, +2 −0, turnover 22%, fee ₹44
28 Feb 20257 names, +2 −2, turnover 29%, fee ₹57
7 Feb 20257 names, +2 −0, turnover 29%, fee ₹57
17 Jan 20255 names, +0 −1, turnover 20%, fee ₹40
2024
27 Dec 20246 names, +1 −1, turnover 17%, fee ₹33
6 Dec 20246 names, +1 −0, turnover 17%, fee ₹33
15 Nov 20245 names, +0 −1, turnover 20%, fee ₹40
25 Oct 20246 names, +1 −1, turnover 17%, fee ₹33
4 Oct 20246 names, +1 −2, turnover 33%, fee ₹67
13 Sep 20247 names, +2 −1, turnover 29%, fee ₹57
23 Aug 20246 names, +1 −2, turnover 33%, fee ₹67
2 Aug 20247 names, +1 −0, turnover 14%, fee ₹29
12 Jul 20246 names, +0 −0, turnover 0%, fee ₹0
21 Jun 20246 names, +1 −2, turnover 33%, fee ₹67
31 May 20247 names, +2 −2, turnover 29%, fee ₹57
10 May 20247 names, +1 −1, turnover 14%, fee ₹29
19 Apr 20247 names, +1 −0, turnover 14%, fee ₹29
29 Mar 20246 names, +1 −0, turnover 17%, fee ₹33
8 Mar 20245 names, +0 −1, turnover 20%, fee ₹40
16 Feb 20246 names, +1 −0, turnover 17%, fee ₹33
26 Jan 20245 names, +0 −3, turnover 60%, fee ₹120
5 Jan 20248 names, +3 −2, turnover 38%, fee ₹75
2023
15 Dec 20237 names, +2 −1, turnover 29%, fee ₹57
24 Nov 20236 names, +1 −0, turnover 17%, fee ₹33
3 Nov 20235 names, +0 −2, turnover 40%, fee ₹80
13 Oct 20237 names, +1 −0, turnover 14%, fee ₹29
22 Sep 20236 names, +1 −2, turnover 33%, fee ₹67
1 Sep 20237 names, +2 −2, turnover 29%, fee ₹57
11 Aug 20237 names, +1 −1, turnover 14%, fee ₹29
21 Jul 20237 names, +2 −2, turnover 29%, fee ₹57
30 Jun 20237 names, +2 −1, turnover 29%, fee ₹57
9 Jun 20236 names, +1 −2, turnover 33%, fee ₹67
19 May 20237 names, +2 −3, turnover 43%, fee ₹86
28 Apr 20238 names, +2 −1, turnover 25%, fee ₹50
7 Apr 20237 names, +1 −0, turnover 14%, fee ₹29
17 Mar 20236 names, +1 −1, turnover 17%, fee ₹33
24 Feb 20236 names, +1 −1, turnover 17%, fee ₹33
3 Feb 20236 names, +0 −0, turnover 0%, fee ₹0
13 Jan 20236 names, +1 −1, turnover 17%, fee ₹33
2022
23 Dec 20226 names, +1 −0, turnover 17%, fee ₹33
2 Dec 20225 names, +0 −4, turnover 80%, fee ₹160
11 Nov 20229 names, +4 −0, turnover 44%, fee ₹89
21 Oct 20225 names, +0 −2, turnover 40%, fee ₹80
30 Sep 20227 names, +1 −1, turnover 14%, fee ₹29
9 Sep 20227 names, +2 −1, turnover 29%, fee ₹57
19 Aug 20226 names, +1 −1, turnover 17%, fee ₹33
29 Jul 20226 names, +1 −0, turnover 17%, fee ₹33
8 Jul 20225 names, +0 −2, turnover 40%, fee ₹80
17 Jun 20227 names, +2 −2, turnover 29%, fee ₹57
27 May 20227 names, +1 −0, turnover 14%, fee ₹29
6 May 20226 names, +1 −3, turnover 50%, fee ₹100
15 Apr 20228 names, +2 −1, turnover 25%, fee ₹50
25 Mar 20227 names, +1 −1, turnover 14%, fee ₹29
4 Mar 20227 names, +2 −2, turnover 29%, fee ₹57
11 Feb 20227 names, +2 −2, turnover 29%, fee ₹57
21 Jan 20227 names, +2 −1, turnover 29%, fee ₹57
2021
31 Dec 20216 names, +1 −2, turnover 33%, fee ₹67
10 Dec 20217 names, +2 −2, turnover 29%, fee ₹57
19 Nov 20217 names, +2 −3, turnover 43%, fee ₹86
29 Oct 20218 names, +3 −1, turnover 38%, fee ₹75
8 Oct 20216 names, +1 −3, turnover 50%, fee ₹100
17 Sep 20218 names, +2 −0, turnover 25%, fee ₹50
27 Aug 20216 names, +0 −1, turnover 17%, fee ₹33
6 Aug 20217 names, +1 −1, turnover 14%, fee ₹29
16 Jul 20217 names, +1 −1, turnover 14%, fee ₹29
25 Jun 20217 names, +2 −1, turnover 29%, fee ₹57
4 Jun 20216 names, +1 −0, turnover 17%, fee ₹33
14 May 20215 names

Turnover: names changed over names on the new list. Fee: 0.2% of the share traded, on ₹1,00,000 at equal weight, an illustration. 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.

A star field of risk and return dots with one bright frontier arc across it

03Sector weight by year

What the list was made of.

Average composition of the published lists in each year, equity names at equal weight, NSE sectors. ETF sleeves sit outside the bars.

2021

2022

2023

2024

2025

2026

Financial Services
Capital Goods
Metals & Mining
Healthcare
Power
Automobile and Auto Components
Chemicals
Consumer Durables
Other

New names entering 5Paisa Focused Alpha 5 each year, most in 2025

Names added across all rebalances in each calendar year (2021: 11 rebalances, 2022: 17 rebalances, 2023: 17 rebalances, 2024: 18 rebalances, 2025: 17 rebalances, 2026: 7 rebalances). Model, back tested, not actual client returns. Source: RupeeCase published rebalance lists. As of 27 Apr 2026.

04Sector shifts

Moves of 10 points or more.

79 such shifts in 88 rebalances; the latest six.

27 Apr 2026Metals & Mining −10Down
24 Apr 2026Automobile and Auto Components −17, Power +17Down
3 Apr 2026Consumer Durables −14Down
13 Mar 2026Financial Services −23, Automobile and Auto Components +14Down
20 Feb 2026Metals & Mining −12, Consumer Durables +13Down
30 Jan 2026Financial Services −24, Metals & Mining +21Down

05Documents

The record, to reuse.

Same family, Large and mid

06In 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.

1A due rebalance shows on the Dashboard and as a badge on the tab bar.
2The portfolio says a rebalance is due.
3Confirm rebalance says when it fell due and asks for your consent.
4The strategy’s History tab records the turnover at every rebalance in the model record.
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.

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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.

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07Questions

5Paisa Focused Alpha 5 rebalances, in plain words

How often does 5Paisa Focused Alpha 5 rebalance?

Every 3 weeks on the published schedule, about 17 times a year. The record holds 88 published rebalances from 14 May 2021 to 27 Apr 2026; on 85 of them at least one name changed, with an average turnover of 29% of the list.

What does a rebalance cost?

0.2% of the value traded, nothing on the names that stay. On ₹1,00,000 at equal weight a cycle that changes 29% of the list trades about ₹28,989 and costs about ₹58. If nothing changes, nothing is charged. There is no subscription, AUM fee or performance fee.

Can I download the record?

Yes: the CSV (every published list with its date) and the JSON used by this page are free to reuse under CC BY 4.0 with attribution to RupeeCase. Lists are equal weighted at the stock level; the files carry names and dates, not weights or prices.

Invest in 5Paisa Focused Alpha 5.

Every rebalance lands as orders in your own broker account; you approve, the shares sit in your demat, and the fee is 0.2% of the value traded, nothing else.

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.