---
title: "5Paisa Focused Alpha 5 Rebalance History | 88 Cycles |"
description: "Every published model rebalance of 5Paisa Focused Alpha 5 since 14 May 2021: 88 cycles with names in, out and held, turnover and a 0.2% fee illustration."
source_url: "https://www.rupeecase.com/rebalance/5paisa-focused-alpha-5/"
---

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 rebalances88since 14 May 2021

          CadenceEvery 3 weeksabout 17 a year

          Latest published27 Apr 20265 names on the list

          Average turnover29%of the list, cycles with changes

          [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=5paisa-focused-alpha-5)
          [5Paisa Focused Alpha 5 strategy page](/strategies/5paisa-focused-alpha-5)

        [Download the record as CSV](/data/rebalances/5paisa-focused-alpha-5.csv)

        **Turnover at each rebalance**Jun 2021 to 27 Apr 2026, 87 cyclesShare of the list that changed, model record. Highest 80%.

        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.

          **VEDL**out**ADANIPOWER**held**NATIONALUM**held**HINDCOPPER**held**MCX**held**GVT&D**held

            Names changed**1 of 5**

            Value traded**₹20,000****

            Fee, 0.2%**₹40**

          Replay 27 Apr 2026Replay a quiet rebalance

          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

* 2026
* 2025
* 2024
* 2023
* 2022
* 2021

        88 rebalances

1. 2026
2.
          27 Apr 20265 names on the list

          In+0
Out−1
Held5
Turnover20%

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

          Out, 1

[VEDL](/stocks/VEDL)

Show 5 held

3.
          24 Apr 20266 names on the list

          In+1
Out−1
Held5
Turnover17%

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

          In, 1

[ADANIPOWER](/stocks/ADANIPOWER)

Out, 1

[BHARATFORG](/stocks/BHARATFORG)

Show 5 held

4.
          3 Apr 20266 names on the list

          In+1
Out−2
Held5
Turnover33%

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

          In, 1

[MCX](/stocks/MCX)

Out, 2

AMBERKARURVYSYA

Show 5 held

5.
          13 Mar 20267 names on the list

          In+1
Out−2
Held6
Turnover29%

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

          In, 1

[BHARATFORG](/stocks/BHARATFORG)

Out, 2

[MCX](/stocks/MCX)[SHRIRAMFIN](/stocks/SHRIRAMFIN)

Show 6 held

6.
          20 Feb 20268 names on the list

          In+3
Out−1
Held5
Turnover38%

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

          In, 3

[GVT&D](/stocks/GVTD)AMBERKARURVYSYA

Out, 1

ASHOKLEY

Show 5 held

7.
          30 Jan 20266 names on the list

          In+1
Out−2
Held5
Turnover33%

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

          In, 1

[VEDL](/stocks/VEDL)

Out, 2

LTFMUTHOOTFIN

Show 5 held

8. 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.
          9 Jan 20267 names on the list

          In+1
Out−2
Held6
Turnover29%

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

          In, 1

[MCX](/stocks/MCX)

Out, 2

CANBK[BSE](/stocks/BSE)

Show 6 held

10. 2025
11.
          19 Dec 20258 names on the list

          In+2
Out−3
Held6
Turnover38%

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

          In, 2

[NATIONALUM](/stocks/NATIONALUM)ASHOKLEY

Out, 3

RBLBANKINDIANB[ADANIPOWER](/stocks/ADANIPOWER)

Show 6 held

12.
          28 Nov 20259 names on the list

          In+3
Out−1
Held6
Turnover33%

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

          In, 3

CANBK[BSE](/stocks/BSE)[SHRIRAMFIN](/stocks/SHRIRAMFIN)

Out, 1

[FORTIS](/stocks/FORTIS)

Show 6 held

13.
          7 Nov 20257 names on the list

          In+2
Out−2
Held5
Turnover29%

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

          In, 2

RBLBANKINDIANB

Out, 2

[EICHERMOT](/stocks/EICHERMOT)[GVT&D](/stocks/GVTD)

Show 5 held

14.
          17 Oct 20257 names on the list

          In+1
Out−3
Held6
Turnover43%

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

          In, 1

MUTHOOTFIN

Out, 3

PAYTMDELHIVERY[LAURUSLABS](/stocks/LAURUSLABS)

Show 6 held

15.
          26 Sep 20259 names on the list

          In+4
Out−1
Held5
Turnover44%

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

          In, 4

[HINDCOPPER](/stocks/HINDCOPPER)LTF[EICHERMOT](/stocks/EICHERMOT)[ADANIPOWER](/stocks/ADANIPOWER)

Out, 1

RBLBANK

Show 5 held

16. 5 Sep 20256 names, **+1** **−2**, turnover 33%, fee ₹67Names
17. 15 Aug 20257 names, **+1** **−4**, turnover 57%, fee ₹114Names
18. 25 Jul 202510 names, **+5** **−2**, turnover 50%, fee ₹100Names
19. 4 Jul 20257 names, **+2** **−0**, turnover 29%, fee ₹57Names
20. 13 Jun 20255 names, **+0** **−3**, turnover 60%, fee ₹120Names
21. 23 May 20258 names, **+3** **−2**, turnover 38%, fee ₹75Names
22. 2 May 20257 names, **+2** **−2**, turnover 29%, fee ₹57Names
23. 11 Apr 20257 names, **+1** **−3**, turnover 43%, fee ₹86Names
24. 21 Mar 20259 names, **+2** **−0**, turnover 22%, fee ₹44Names
25. 28 Feb 20257 names, **+2** **−2**, turnover 29%, fee ₹57Names
26. 7 Feb 20257 names, **+2** **−0**, turnover 29%, fee ₹57Names
27. 17 Jan 20255 names, **+0** **−1**, turnover 20%, fee ₹40Names
28. 2024
29. 27 Dec 20246 names, **+1** **−1**, turnover 17%, fee ₹33Names
30. 6 Dec 20246 names, **+1** **−0**, turnover 17%, fee ₹33Names
31. 15 Nov 20245 names, **+0** **−1**, turnover 20%, fee ₹40Names
32. 25 Oct 20246 names, **+1** **−1**, turnover 17%, fee ₹33Names
33. 4 Oct 20246 names, **+1** **−2**, turnover 33%, fee ₹67Names
34. 13 Sep 20247 names, **+2** **−1**, turnover 29%, fee ₹57Names
35. 23 Aug 20246 names, **+1** **−2**, turnover 33%, fee ₹67Names
36. 2 Aug 20247 names, **+1** **−0**, turnover 14%, fee ₹29Names
37. 12 Jul 20246 names, **+0** **−0**, turnover 0%, fee ₹0Names
38. 21 Jun 20246 names, **+1** **−2**, turnover 33%, fee ₹67Names
39. 31 May 20247 names, **+2** **−2**, turnover 29%, fee ₹57Names
40. 10 May 20247 names, **+1** **−1**, turnover 14%, fee ₹29Names
41. 19 Apr 20247 names, **+1** **−0**, turnover 14%, fee ₹29Names
42. 29 Mar 20246 names, **+1** **−0**, turnover 17%, fee ₹33Names
43. 8 Mar 20245 names, **+0** **−1**, turnover 20%, fee ₹40Names
44. 16 Feb 20246 names, **+1** **−0**, turnover 17%, fee ₹33Names
45. 26 Jan 20245 names, **+0** **−3**, turnover 60%, fee ₹120Names
46. 5 Jan 20248 names, **+3** **−2**, turnover 38%, fee ₹75Names
47. 2023
48. 15 Dec 20237 names, **+2** **−1**, turnover 29%, fee ₹57Names
49. 24 Nov 20236 names, **+1** **−0**, turnover 17%, fee ₹33Names
50. 3 Nov 20235 names, **+0** **−2**, turnover 40%, fee ₹80Names
51. 13 Oct 20237 names, **+1** **−0**, turnover 14%, fee ₹29Names
52. 22 Sep 20236 names, **+1** **−2**, turnover 33%, fee ₹67Names
53. 1 Sep 20237 names, **+2** **−2**, turnover 29%, fee ₹57Names
54. 11 Aug 20237 names, **+1** **−1**, turnover 14%, fee ₹29Names
55. 21 Jul 20237 names, **+2** **−2**, turnover 29%, fee ₹57Names
56. 30 Jun 20237 names, **+2** **−1**, turnover 29%, fee ₹57Names
57. 9 Jun 20236 names, **+1** **−2**, turnover 33%, fee ₹67Names
58. 19 May 20237 names, **+2** **−3**, turnover 43%, fee ₹86Names
59. 28 Apr 20238 names, **+2** **−1**, turnover 25%, fee ₹50Names
60. 7 Apr 20237 names, **+1** **−0**, turnover 14%, fee ₹29Names
61. 17 Mar 20236 names, **+1** **−1**, turnover 17%, fee ₹33Names
62. 24 Feb 20236 names, **+1** **−1**, turnover 17%, fee ₹33Names
63. 3 Feb 20236 names, **+0** **−0**, turnover 0%, fee ₹0Names
64. 13 Jan 20236 names, **+1** **−1**, turnover 17%, fee ₹33Names
65. 2022
66. 23 Dec 20226 names, **+1** **−0**, turnover 17%, fee ₹33Names
67. 2 Dec 20225 names, **+0** **−4**, turnover 80%, fee ₹160Names
68. 11 Nov 20229 names, **+4** **−0**, turnover 44%, fee ₹89Names
69. 21 Oct 20225 names, **+0** **−2**, turnover 40%, fee ₹80Names
70. 30 Sep 20227 names, **+1** **−1**, turnover 14%, fee ₹29Names
71. 9 Sep 20227 names, **+2** **−1**, turnover 29%, fee ₹57Names
72. 19 Aug 20226 names, **+1** **−1**, turnover 17%, fee ₹33Names
73. 29 Jul 20226 names, **+1** **−0**, turnover 17%, fee ₹33Names
74. 8 Jul 20225 names, **+0** **−2**, turnover 40%, fee ₹80Names
75. 17 Jun 20227 names, **+2** **−2**, turnover 29%, fee ₹57Names
76. 27 May 20227 names, **+1** **−0**, turnover 14%, fee ₹29Names
77. 6 May 20226 names, **+1** **−3**, turnover 50%, fee ₹100Names
78. 15 Apr 20228 names, **+2** **−1**, turnover 25%, fee ₹50Names
79. 25 Mar 20227 names, **+1** **−1**, turnover 14%, fee ₹29Names
80. 4 Mar 20227 names, **+2** **−2**, turnover 29%, fee ₹57Names
81. 11 Feb 20227 names, **+2** **−2**, turnover 29%, fee ₹57Names
82. 21 Jan 20227 names, **+2** **−1**, turnover 29%, fee ₹57Names
83. 2021
84. 31 Dec 20216 names, **+1** **−2**, turnover 33%, fee ₹67Names
85. 10 Dec 20217 names, **+2** **−2**, turnover 29%, fee ₹57Names
86. 19 Nov 20217 names, **+2** **−3**, turnover 43%, fee ₹86Names
87. 29 Oct 20218 names, **+3** **−1**, turnover 38%, fee ₹75Names
88. 8 Oct 20216 names, **+1** **−3**, turnover 50%, fee ₹100Names
89. 17 Sep 20218 names, **+2** **−0**, turnover 25%, fee ₹50Names
90. 27 Aug 20216 names, **+0** **−1**, turnover 17%, fee ₹33Names
91. 6 Aug 20217 names, **+1** **−1**, turnover 14%, fee ₹29Names
92. 16 Jul 20217 names, **+1** **−1**, turnover 14%, fee ₹29Names
93. 25 Jun 20217 names, **+2** **−1**, turnover 29%, fee ₹57Names
94. 4 Jun 20216 names, **+1** **−0**, turnover 17%, fee ₹33Names
95. 14 May 20215 namesNames

        Show more
        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.

            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.

1. 27 Apr 2026Metals & Mining −10Down
2. 24 Apr 2026Automobile and Auto Components −17, Power +17Down
3. 3 Apr 2026Consumer Durables −14Down
4. 13 Mar 2026Financial Services −23, Automobile and Auto Components +14Down
5. 20 Feb 2026Metals & Mining −12, Consumer Durables +13Down
6. 30 Jan 2026Financial Services −24, Metals & Mining +21Down

            05Documents

## The record, to reuse.

              * [CSV, every listCC BY 4.0](/data/rebalances/5paisa-focused-alpha-5.csv)

              * [JSON, this page's data88 cycles](/instiv2/data/rebalances/5paisa-focused-alpha-5.json)

              * [5Paisa Focused Alpha 5 strategy pagefactsheet](/strategies/5paisa-focused-alpha-5)

              * [All 18 historieshub](/rebalance/)

            Same family, Large and mid

* [Large Midcap](/rebalance/large-midcap/)
* [Large Mid Hybrid](/rebalance/large-mid-hybrid/)
* [Large Mid Multi Asset](/rebalance/largemid-multi-asset/)

        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.

1.

1A due rebalance shows on the Dashboard and as a badge on the tab bar.
2.

2The portfolio says a rebalance is due.
3.

3Confirm rebalance says when it fell due and asks for your consent.
4.

4The strategy’s History tab records the turnover at every rebalance in the model record.
5.

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.

    Explore next

## From the record to the strategy.

* [SectorMetals & Mining stocksNSE sector across the 18 index algos](/sectors/metals-mining)
* [Free module 4.3Rebalancing Strategies9 min read](/learn/path-4/module-4-3-rebalancing-strategies)
* [CalculatorRebalance cost at 0.2%Free, with the formula and a worked example](/learn/tools/rebalance-cost-calculator)
* [Head to headCompare 5Paisa Focused Alpha 5 with Nifty 50 Equal WeightTwo model curves, every risk figure](/strategies/compare/5paisa-focused-alpha-5-vs-nifty-50-equal-weight)

      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.

      New to RupeeCase? [Getting started](/getting-started) [See the terminal](/terminal)

        [Sign up for RupeeCase](https://invest.rupeecase.com/signup)
        [Join the WhatsApp group](https://forms.gle/C6HMtM1Z2GfeocQV7)

      [One form, one group](https://forms.gle/C6HMtM1Z2GfeocQV7)Scan with your phone camera

      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](/data/rebalances/5paisa-focused-alpha-5.csv)) 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.

        [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=5paisa-focused-alpha-5)
        [5Paisa Focused Alpha 5 factsheet](/strategies/factsheets/5paisa-focused-alpha-5)

      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.