---
title: "Allcap Multi Asset Rebalance History | 170 Cycles |"
description: "Every published model rebalance of Allcap Multi Asset since 14 May 2021: 170 cycles with names in, out and held, turnover and a 0.2% fee illustration."
source_url: "https://www.rupeecase.com/rebalance/allcap-multi-asset/"
---

Rebalance record, All market

        Data as of 8 May 2026

# Allcap Multi Asset rebalance history

        **Allcap Multi Asset rebalance history** is the record of every published model rebalance since **14 May 2021**: **170 cycles** with the names in and out. **Record to 8 May 2026.**

          Published rebalances170since 14 May 2021

          CadenceEvery 2 weeksabout 26 a year

          Latest published8 May 202648 names on the list

          Average turnover25%of the list, cycles with changes

          [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=allcap-multi-asset)
          [Allcap Multi Asset strategy page](/strategies/allcap-multi-asset)

        [Download the record as CSV](/data/rebalances/allcap-multi-asset.csv)

        **Turnover at each rebalance**May 2021 to 8 May 2026, 169 cyclesShare of the list that changed, model record. Highest 53%.

        01The latest cycle

## 8 May 2026: 24 out, 23 in, 25 held.
Only what changes is traded and charged. Tap a name to change it yourself.

          **BHEL**in**COHANCE**in**HCC**in**KIRLPNU**in**BALAMINES**in**JAIBALAJI**in**HSCL**in**DATAPATTNS**in**SCI**in**SKYGOLD**in**SKIPPER**in**ELECON**in**BSE**in**PTC**in**PNBHOUSING**in**SYRMA**in**SUZLON**in**NETWEB**in**DIACABS**in**FINCABLES**in**BANDHANBNK**in**GOKULAGRO**in**ASHAPURMIN**in**BELRISE**out

          And 25 more names held, unchanged.

            Names changed**24 of 48**

            Value traded**₹50,000****

            Fee, 0.2%**₹100**

          Replay 8 May 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 Allcap Multi Asset became about ₹598 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.Allcap Multi Asset fell at most 20.7% 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: Allcap Multi Asset −20.7% 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

## 170 published rebalances, newest first.
The newest 12 with their names; older cycles below, 12 at a time.

        Turnover of the last 12 Allcap Multi Asset rebalances, highest 50% on 8 May 2026

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 8 May 2026.

          Find a ticker in the record

* Only cycles with changes

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

        170 rebalances

1. 2026
2.
          8 May 202648 names on the list

          In+23
Out−24
Held25
Turnover50%

          On ₹1,00,000 at equal weight this cycle traded about **₹50,000**, fee **₹100** at 0.2%.

          In, 23

[BHEL](/stocks/BHEL)[COHANCE](/stocks/COHANCE)[HCC](/stocks/HCC)[KIRLPNU](/stocks/KIRLPNU)[BALAMINES](/stocks/BALAMINES)[JAIBALAJI](/stocks/JAIBALAJI)[HSCL](/stocks/HSCL)[DATAPATTNS](/stocks/DATAPATTNS)[SCI](/stocks/SCI)[SKYGOLD](/stocks/SKYGOLD)[SKIPPER](/stocks/SKIPPER)[ELECON](/stocks/ELECON)[BSE](/stocks/BSE)[PTC](/stocks/PTC)[PNBHOUSING](/stocks/PNBHOUSING)[SYRMA](/stocks/SYRMA)[SUZLON](/stocks/SUZLON)[NETWEB](/stocks/NETWEB)[DIACABS](/stocks/DIACABS)[FINCABLES](/stocks/FINCABLES)[BANDHANBNK](/stocks/BANDHANBNK)[GOKULAGRO](/stocks/GOKULAGRO)[ASHAPURMIN](/stocks/ASHAPURMIN)

Out, 24

[OLAELEC](/stocks/OLAELEC)[EIEL](/stocks/EIEL)[ANGELONE](/stocks/ANGELONE)[PFOCUS](/stocks/PFOCUS)[NATIONALUM](/stocks/NATIONALUM)[AVANTIFEED](/stocks/AVANTIFEED)[ABDL](/stocks/ABDL)[KSB](/stocks/KSB)[INOXINDIA](/stocks/INOXINDIA)[DEEPAKFERT](/stocks/DEEPAKFERT)[HINDCOPPER](/stocks/HINDCOPPER)KAJARIACERTHANGAMAYL[ACMESOLAR](/stocks/ACMESOLAR)OSWALPUMPS[SANSERA](/stocks/SANSERA)FIVESTAR[MCX](/stocks/MCX)AWFISIMFAHEG[JINDALSAW](/stocks/JINDALSAW)[VEDL](/stocks/VEDL)[BELRISE](/stocks/BELRISE)

Show 25 held

3.
          1 May 202649 names on the list

          In+0
Out−0
Held49
Turnover0%

          Nothing changed, so nothing was traded and nothing was charged.

          Show 49 held

4.
          24 Apr 202649 names on the list

          In+21
Out−21
Held28
Turnover43%

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

          In, 21

[OLAELEC](/stocks/OLAELEC)[GALLANTT](/stocks/GALLANTT)[LLOYDSENT](/stocks/LLOYDSENT)[EIEL](/stocks/EIEL)[WELCORP](/stocks/WELCORP)[ANGELONE](/stocks/ANGELONE)[HFCL](/stocks/HFCL)[ADANIGREEN](/stocks/ADANIGREEN)[APOLLO](/stocks/APOLLO)[LLOYDSENGG](/stocks/LLOYDSENGG)[ABDL](/stocks/ABDL)[AZAD](/stocks/AZAD)[ADANIENSOL](/stocks/ADANIENSOL)[INOXINDIA](/stocks/INOXINDIA)[DEEPAKFERT](/stocks/DEEPAKFERT)KAJARIACEROSWALPUMPSFIVESTARAWFISHEG[JINDALSAW](/stocks/JINDALSAW)

Out, 21

MTARTECH[PREMIERENE](/stocks/PREMIERENE)ZYDUSWELL[AETHER](/stocks/AETHER)[GESHIP](/stocks/GESHIP)[GOKULAGRO](/stocks/GOKULAGRO)[KTKBANK](/stocks/KTKBANK)[NATCOPHARM](/stocks/NATCOPHARM)[TMB](/stocks/TMB)[BHARATFORG](/stocks/BHARATFORG)ABSLAMCLUMAXTECHGPIL[GRANULES](/stocks/GRANULES)STAR[SHRIRAMFIN](/stocks/SHRIRAMFIN)GAEL[VTL](/stocks/VTL)WAAREEENERCCL[AUROPHARMA](/stocks/AUROPHARMA)

Show 28 held

5.
          17 Apr 202649 names on the list

          In+0
Out−0
Held49
Turnover0%

          Nothing changed, so nothing was traded and nothing was charged.

          Show 49 held

6.
          10 Apr 202649 names on the list

          In+19
Out−15
Held30
Turnover39%

          On ₹1,00,000 at equal weight this cycle traded about **₹38,776**, fee **₹78** at 0.2%.

          In, 19

[PFOCUS](/stocks/PFOCUS)[WEBELSOLAR](/stocks/WEBELSOLAR)[CUPID](/stocks/CUPID)[PREMIERENE](/stocks/PREMIERENE)ZYDUSWELL[LLOYDSME](/stocks/LLOYDSME)[GOKULAGRO](/stocks/GOKULAGRO)[ACMESOLAR](/stocks/ACMESOLAR)[ADANIPOWER](/stocks/ADANIPOWER)[KSB](/stocks/KSB)[TMB](/stocks/TMB)GPIL[GRANULES](/stocks/GRANULES)STARGAEL[JAYNECOIND](/stocks/JAYNECOIND)WAAREEENER[THERMAX](/stocks/THERMAX)[QPOWER](/stocks/QPOWER)

Out, 15

[DATAPATTNS](/stocks/DATAPATTNS)CHENNPETROJBCHEPHARM[SAILIFE](/stocks/SAILIFE)ASHOKLEY[TORNTPHARM](/stocks/TORNTPHARM)MRPL[TEJASNET](/stocks/TEJASNET)CUMMINSINDLUPIN[COALINDIA](/stocks/COALINDIA)[HINDALCO](/stocks/HINDALCO)[NTPC](/stocks/NTPC)KARURVYSYA[J&KBANK](/stocks/JKBANK)

Show 30 held

7.
          3 Apr 202645 names on the list

          In+0
Out−0
Held45
Turnover0%

          Nothing changed, so nothing was traded and nothing was charged.

          Show 45 held

8. Average turnover by year, highest in 2026 at 32%

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 8 May 2026.
9.
          27 Mar 202645 names on the list

          In+10
Out−12
Held35
Turnover27%

          On ₹1,00,000 at equal weight this cycle traded about **₹26,667**, fee **₹53** at 0.2%.

          In, 10

[ACUTAAS](/stocks/ACUTAAS)[AETHER](/stocks/AETHER)[KTKBANK](/stocks/KTKBANK)ABSLAMC[SAILIFE](/stocks/SAILIFE)[AUROPHARMA](/stocks/AUROPHARMA)[COALINDIA](/stocks/COALINDIA)[NTPC](/stocks/NTPC)LUMAXTECHCCL

Out, 12

SHARDACROP[BANDHANBNK](/stocks/BANDHANBNK)[SBIN](/stocks/SBIN)UNIONBANK[ONESOURCE](/stocks/ONESOURCE)JAMNAAUTOFEDERALBNKINDIANB[FINCABLES](/stocks/FINCABLES)BANKINDIAGAELJINDALSTEL

Show 35 held

10.
          20 Mar 202647 names on the list

          In+0
Out−0
Held47
Turnover0%

          Nothing changed, so nothing was traded and nothing was charged.

          Show 47 held

11.
          13 Mar 202647 names on the list

          In+14
Out−13
Held33
Turnover30%

          On ₹1,00,000 at equal weight this cycle traded about **₹29,787**, fee **₹60** at 0.2%.

          In, 14

[TEJASNET](/stocks/TEJASNET)[NATCOPHARM](/stocks/NATCOPHARM)[J&KBANK](/stocks/JKBANK)[TORNTPHARM](/stocks/TORNTPHARM)[BELRISE](/stocks/BELRISE)JBCHEPHARM[ONESOURCE](/stocks/ONESOURCE)FEDERALBNK[HINDALCO](/stocks/HINDALCO)LUPIN[FINCABLES](/stocks/FINCABLES)CHENNPETROGAELIMFA

Out, 13

EASEMYTRIP[ENGINERSIN](/stocks/ENGINERSIN)LUMAXTECHTARILELGIEQUIPINGERRANDKIMS[SCI](/stocks/SCI)[MOTHERSON](/stocks/MOTHERSON)CIEINDIA[TATASTEEL](/stocks/TATASTEEL)YATHARTH[AARTIIND](/stocks/AARTIIND)

Show 33 held

12.
          6 Mar 202646 names on the list

          In+0
Out−0
Held46
Turnover0%

          Nothing changed, so nothing was traded and nothing was charged.

          Show 46 held

13.
          27 Feb 202646 names on the list

          In+17
Out−20
Held29
Turnover43%

          On ₹1,00,000 at equal weight this cycle traded about **₹43,478**, fee **₹87** at 0.2%.

          In, 17

[KRN](/stocks/KRN)EASEMYTRIP[ENGINERSIN](/stocks/ENGINERSIN)TARIL[VTL](/stocks/VTL)CUMMINSINDELGIEQUIP[DATAPATTNS](/stocks/DATAPATTNS)[ATHERENERG](/stocks/ATHERENERG)INGERRANDKIMS[SCI](/stocks/SCI)[BANDHANBNK](/stocks/BANDHANBNK)[MOTHERSON](/stocks/MOTHERSON)CIEINDIAINDIANBYATHARTH

Out, 20

[RAIN](/stocks/RAIN)JKTYREAPLAPOLLO[SYRMA](/stocks/SYRMA)IMFA[ARVIND](/stocks/ARVIND)UJJIVANSFBFEDERALBNK[HINDALCO](/stocks/HINDALCO)DCBBANKCUB[AETHER](/stocks/AETHER)WAAREEENERGOKEX[HINDZINC](/stocks/HINDZINC)[IDEA](/stocks/IDEA)MUTHOOTFINM&MFIN[PTC](/stocks/PTC)[SAIL](/stocks/SAIL)

Show 29 held

14.
          20 Feb 202649 names on the list

          In+0
Out−0
Held49
Turnover0%

          Nothing changed, so nothing was traded and nothing was charged.

          Show 49 held

15. 13 Feb 202649 names, **+17** **−17**, turnover 35%, fee ₹69Names
16. 6 Feb 202649 names, **+0** **−0**, turnover 0%, fee ₹0Names
17. 30 Jan 202649 names, **+9** **−9**, turnover 18%, fee ₹37Names
18. 23 Jan 202649 names, **+0** **−0**, turnover 0%, fee ₹0Names
19. 16 Jan 202649 names, **+8** **−9**, turnover 18%, fee ₹37Names
20. 9 Jan 202650 names, **+0** **−0**, turnover 0%, fee ₹0Names
21. 2 Jan 202650 names, **+9** **−9**, turnover 18%, fee ₹36Names
22. 2025
23. 26 Dec 202550 names, **+0** **−0**, turnover 0%, fee ₹0Names
24. 19 Dec 202550 names, **+12** **−11**, turnover 24%, fee ₹48Names
25. 12 Dec 202549 names, **+0** **−0**, turnover 0%, fee ₹0Names
26. 5 Dec 202549 names, **+13** **−11**, turnover 27%, fee ₹53Names
27. 28 Nov 202547 names, **+0** **−0**, turnover 0%, fee ₹0Names
28. 21 Nov 202547 names, **+10** **−13**, turnover 28%, fee ₹55Names
29. 14 Nov 202550 names, **+0** **−0**, turnover 0%, fee ₹0Names
30. 7 Nov 202550 names, **+16** **−14**, turnover 32%, fee ₹64Names
31. 31 Oct 202548 names, **+0** **−0**, turnover 0%, fee ₹0Names
32. 24 Oct 202548 names, **+7** **−7**, turnover 15%, fee ₹29Names
33. 17 Oct 202548 names, **+0** **−0**, turnover 0%, fee ₹0Names
34. 10 Oct 202548 names, **+11** **−10**, turnover 23%, fee ₹46Names
35. 3 Oct 202547 names, **+0** **−0**, turnover 0%, fee ₹0Names
36. 26 Sep 202547 names, **+11** **−12**, turnover 26%, fee ₹51Names
37. 19 Sep 202548 names, **+0** **−0**, turnover 0%, fee ₹0Names
38. 12 Sep 202548 names, **+12** **−12**, turnover 25%, fee ₹50Names
39. 5 Sep 202548 names, **+0** **−0**, turnover 0%, fee ₹0Names
40. 29 Aug 202548 names, **+7** **−5**, turnover 15%, fee ₹29Names
41. 22 Aug 202546 names, **+0** **−0**, turnover 0%, fee ₹0Names
42. 15 Aug 202546 names, **+13** **−14**, turnover 30%, fee ₹61Names
43. 8 Aug 202547 names, **+0** **−0**, turnover 0%, fee ₹0Names
44. 1 Aug 202547 names, **+16** **−18**, turnover 38%, fee ₹77Names
45. 25 Jul 202549 names, **+0** **−0**, turnover 0%, fee ₹0Names
46. 18 Jul 202549 names, **+18** **−18**, turnover 37%, fee ₹73Names
47. 11 Jul 202549 names, **+0** **−0**, turnover 0%, fee ₹0Names
48. 4 Jul 202549 names, **+15** **−12**, turnover 31%, fee ₹61Names
49. 27 Jun 202546 names, **+0** **−0**, turnover 0%, fee ₹0Names
50. 20 Jun 202546 names, **+16** **−17**, turnover 37%, fee ₹74Names
51. 13 Jun 202547 names, **+0** **−0**, turnover 0%, fee ₹0Names
52. 6 Jun 202547 names, **+25** **−24**, turnover 53%, fee ₹106Names
53. 30 May 202546 names, **+0** **−0**, turnover 0%, fee ₹0Names
54. 23 May 202546 names, **+20** **−19**, turnover 43%, fee ₹87Names
55. 16 May 202545 names, **+0** **−0**, turnover 0%, fee ₹0Names
56. 9 May 202545 names, **+22** **−24**, turnover 53%, fee ₹107Names
57. 2 May 202547 names, **+0** **−0**, turnover 0%, fee ₹0Names
58. 25 Apr 202547 names, **+15** **−15**, turnover 32%, fee ₹64Names
59. 18 Apr 202547 names, **+0** **−0**, turnover 0%, fee ₹0Names
60. 11 Apr 202547 names, **+19** **−18**, turnover 40%, fee ₹81Names
61. 4 Apr 202546 names, **+0** **−0**, turnover 0%, fee ₹0Names
62. 28 Mar 202546 names, **+20** **−24**, turnover 52%, fee ₹104Names
63. 21 Mar 202550 names, **+0** **−0**, turnover 0%, fee ₹0Names
64. 14 Mar 202550 names, **+11** **−8**, turnover 22%, fee ₹44Names
65. 7 Mar 202547 names, **+0** **−0**, turnover 0%, fee ₹0Names
66. 28 Feb 202547 names, **+12** **−10**, turnover 26%, fee ₹51Names
67. 21 Feb 202545 names, **+0** **−0**, turnover 0%, fee ₹0Names
68. 14 Feb 202545 names, **+15** **−17**, turnover 38%, fee ₹76Names
69. 7 Feb 202547 names, **+0** **−0**, turnover 0%, fee ₹0Names
70. 31 Jan 202547 names, **+8** **−7**, turnover 17%, fee ₹34Names
71. 24 Jan 202546 names, **+0** **−0**, turnover 0%, fee ₹0Names
72. 17 Jan 202546 names, **+9** **−10**, turnover 22%, fee ₹43Names
73. 10 Jan 202547 names, **+0** **−0**, turnover 0%, fee ₹0Names
74. 3 Jan 202547 names, **+7** **−10**, turnover 21%, fee ₹43Names
75. 2024
76. 27 Dec 202450 names, **+0** **−0**, turnover 0%, fee ₹0Names
77. 20 Dec 202450 names, **+20** **−18**, turnover 40%, fee ₹80Names
78. 13 Dec 202448 names, **+0** **−0**, turnover 0%, fee ₹0Names
79. 6 Dec 202448 names, **+8** **−7**, turnover 17%, fee ₹33Names
80. 29 Nov 202447 names, **+0** **−0**, turnover 0%, fee ₹0Names
81. 22 Nov 202447 names, **+7** **−8**, turnover 17%, fee ₹34Names
82. 15 Nov 202448 names, **+1** **−8**, turnover 17%, fee ₹33Names
83. 8 Nov 202455 names, **+10** **−6**, turnover 18%, fee ₹36Names
84. 25 Oct 202451 names, **+5** **−10**, turnover 20%, fee ₹39Names
85. 11 Oct 202456 names, **+8** **−14**, turnover 25%, fee ₹50Names
86. 27 Sep 202462 names, **+13** **−16**, turnover 26%, fee ₹52Names
87. 13 Sep 202465 names, **+17** **−13**, turnover 26%, fee ₹52Names
88. 30 Aug 202461 names, **+11** **−10**, turnover 18%, fee ₹36Names
89. 16 Aug 202460 names, **+13** **−12**, turnover 22%, fee ₹43Names
90. 2 Aug 202459 names, **+11** **−7**, turnover 19%, fee ₹37Names
91. 19 Jul 202455 names, **+8** **−13**, turnover 24%, fee ₹47Names
92. 5 Jul 202460 names, **+14** **−11**, turnover 23%, fee ₹47Names
93. 21 Jun 202457 names, **+10** **−15**, turnover 26%, fee ₹53Names
94. 7 Jun 202462 names, **+17** **−15**, turnover 27%, fee ₹55Names
95. 24 May 202460 names, **+13** **−10**, turnover 22%, fee ₹43Names
96. 10 May 202457 names, **+8** **−11**, turnover 19%, fee ₹39Names
97. 26 Apr 202460 names, **+15** **−10**, turnover 25%, fee ₹50Names
98. 12 Apr 202455 names, **+10** **−8**, turnover 18%, fee ₹36Names
99. 29 Mar 202453 names, **+5** **−9**, turnover 17%, fee ₹34Names
100. 15 Mar 202457 names, **+7** **−8**, turnover 14%, fee ₹28Names
101. 1 Mar 202458 names, **+9** **−18**, turnover 31%, fee ₹62Names
102. 16 Feb 202467 names, **+15** **−16**, turnover 24%, fee ₹48Names
103. 2 Feb 202468 names, **+15** **−9**, turnover 22%, fee ₹44Names
104. 19 Jan 202462 names, **+11** **−17**, turnover 27%, fee ₹55Names
105. 5 Jan 202468 names, **+16** **−11**, turnover 24%, fee ₹47Names
106. 2023
107. 22 Dec 202363 names, **+10** **−11**, turnover 17%, fee ₹35Names
108. 8 Dec 202364 names, **+13** **−18**, turnover 28%, fee ₹56Names
109. 24 Nov 202369 names, **+17** **−6**, turnover 25%, fee ₹49Names
110. 10 Nov 202358 names, **+8** **−14**, turnover 24%, fee ₹48Names
111. 27 Oct 202364 names, **+12** **−7**, turnover 19%, fee ₹38Names
112. 13 Oct 202359 names, **+8** **−9**, turnover 15%, fee ₹31Names
113. 29 Sep 202360 names, **+8** **−15**, turnover 25%, fee ₹50Names
114. 15 Sep 202367 names, **+16** **−13**, turnover 24%, fee ₹48Names
115. 1 Sep 202364 names, **+13** **−14**, turnover 22%, fee ₹44Names
116. 18 Aug 202365 names, **+12** **−15**, turnover 23%, fee ₹46Names
117. 4 Aug 202368 names, **+15** **−14**, turnover 22%, fee ₹44Names
118. 21 Jul 202367 names, **+13** **−9**, turnover 19%, fee ₹39Names
119. 7 Jul 202363 names, **+10** **−24**, turnover 38%, fee ₹76Names
120. 23 Jun 202377 names, **+24** **−15**, turnover 31%, fee ₹62Names
121. 9 Jun 202368 names, **+17** **−17**, turnover 25%, fee ₹50Names
122. 26 May 202368 names, **+17** **−17**, turnover 25%, fee ₹50Names
123. 12 May 202368 names, **+16** **−12**, turnover 24%, fee ₹47Names
124. 28 Apr 202364 names, **+12** **−10**, turnover 19%, fee ₹38Names
125. 14 Apr 202362 names, **+11** **−9**, turnover 18%, fee ₹35Names
126. 31 Mar 202360 names, **+7** **−9**, turnover 15%, fee ₹30Names
127. 17 Mar 202362 names, **+11** **−14**, turnover 23%, fee ₹45Names
128. 3 Mar 202365 names, **+14** **−11**, turnover 22%, fee ₹43Names
129. 17 Feb 202362 names, **+8** **−6**, turnover 13%, fee ₹26Names
130. 3 Feb 202360 names, **+7** **−9**, turnover 15%, fee ₹30Names
131. 20 Jan 202362 names, **+11** **−9**, turnover 18%, fee ₹35Names
132. 6 Jan 202360 names, **+8** **−11**, turnover 18%, fee ₹37Names
133. 2022
134. 23 Dec 202263 names, **+11** **−11**, turnover 17%, fee ₹35Names
135. 9 Dec 202263 names, **+11** **−13**, turnover 21%, fee ₹41Names
136. 25 Nov 202265 names, **+14** **−13**, turnover 22%, fee ₹43Names
137. 11 Nov 202264 names, **+13** **−12**, turnover 20%, fee ₹41Names
138. 28 Oct 202263 names, **+11** **−8**, turnover 17%, fee ₹35Names
139. 14 Oct 202260 names, **+9** **−13**, turnover 22%, fee ₹43Names
140. 30 Sep 202264 names, **+12** **−15**, turnover 23%, fee ₹47Names
141. 16 Sep 202267 names, **+17** **−15**, turnover 25%, fee ₹51Names
142. 2 Sep 202265 names, **+14** **−11**, turnover 22%, fee ₹43Names
143. 19 Aug 202262 names, **+11** **−21**, turnover 34%, fee ₹68Names
144. 5 Aug 202272 names, **+19** **−17**, turnover 26%, fee ₹53Names
145. 22 Jul 202270 names, **+19** **−8**, turnover 27%, fee ₹54Names
146. 8 Jul 202259 names, **+8** **−8**, turnover 14%, fee ₹27Names
147. 24 Jun 202259 names, **+5** **−15**, turnover 25%, fee ₹51Names
148. 10 Jun 202269 names, **+19** **−10**, turnover 28%, fee ₹55Names
149. 27 May 202260 names, **+9** **−11**, turnover 18%, fee ₹37Names
150. 13 May 202262 names, **+5** **−11**, turnover 18%, fee ₹35Names
151. 29 Apr 202268 names, **+16** **−13**, turnover 24%, fee ₹47Names
152. 15 Apr 202265 names, **+13** **−19**, turnover 29%, fee ₹58Names
153. 1 Apr 202271 names, **+19** **−7**, turnover 27%, fee ₹54Names
154. 18 Mar 202259 names, **+9** **−12**, turnover 20%, fee ₹41Names
155. 4 Mar 202262 names, **+12** **−5**, turnover 19%, fee ₹39Names
156. 18 Feb 202255 names, **+6** **−12**, turnover 22%, fee ₹44Names
157. 4 Feb 202261 names, **+8** **−17**, turnover 28%, fee ₹56Names
158. 21 Jan 202270 names, **+20** **−11**, turnover 29%, fee ₹57Names
159. 7 Jan 202261 names, **+11** **−9**, turnover 18%, fee ₹36Names
160. 2021
161. 24 Dec 202159 names, **+9** **−6**, turnover 15%, fee ₹31Names
162. 10 Dec 202156 names, **+7** **−14**, turnover 25%, fee ₹50Names
163. 26 Nov 202163 names, **+12** **−9**, turnover 19%, fee ₹38Names
164. 12 Nov 202160 names, **+8** **−16**, turnover 27%, fee ₹53Names
165. 29 Oct 202168 names, **+17** **−14**, turnover 25%, fee ₹50Names
166. 15 Oct 202165 names, **+14** **−12**, turnover 22%, fee ₹43Names
167. 1 Oct 202163 names, **+12** **−14**, turnover 22%, fee ₹44Names
168. 17 Sep 202165 names, **+14** **−15**, turnover 23%, fee ₹46Names
169. 3 Sep 202166 names, **+14** **−8**, turnover 21%, fee ₹42Names
170. 20 Aug 202160 names, **+8** **−12**, turnover 20%, fee ₹40Names
171. 6 Aug 202164 names, **+11** **−14**, turnover 22%, fee ₹44Names
172. 23 Jul 202167 names, **+16** **−12**, turnover 24%, fee ₹48Names
173. 9 Jul 202163 names, **+12** **−15**, turnover 24%, fee ₹48Names
174. 25 Jun 202166 names, **+14** **−16**, turnover 24%, fee ₹48Names
175. 11 Jun 202168 names, **+15** **−14**, turnover 22%, fee ₹44Names
176. 28 May 202167 names, **+16** **−0**, turnover 24%, fee ₹48Names
177. 14 May 202151 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

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

            New names entering Allcap Multi Asset each year, most in 2025

Names added across all rebalances in each calendar year (2021: 16 rebalances, 2022: 26 rebalances, 2023: 26 rebalances, 2024: 30 rebalances, 2025: 52 rebalances, 2026: 19 rebalances). Model, back tested, not actual client returns. Source: RupeeCase published rebalance lists. As of 8 May 2026.

            04Sector shifts

## Moves of 10 points or more.
11 such shifts in 170 rebalances; the latest six.

1. 8 May 2026Capital Goods +12Up
2. 13 Feb 2026Financial Services −23Down
3. 30 Jan 2026Financial Services +11Up
4. 23 May 2025Financial Services −17Down
5. 9 May 2025Capital Goods +17Up
6. 25 Apr 2025Financial Services +11Up

            05Documents

## The record, to reuse.

              * [CSV, every listCC BY 4.0](/data/rebalances/allcap-multi-asset.csv)

              * [JSON, this page's data170 cycles](/instiv2/data/rebalances/allcap-multi-asset.json)

              * [Allcap Multi Asset strategy pagefactsheet](/strategies/allcap-multi-asset)

              * [All 18 historieshub](/rebalance/)

            Same family, All market

* [Allcap](/rebalance/allcap/)
* [TotalMarket Hybrid](/rebalance/totalmarket-hybrid/)
* [Dynamic Asset Allocator](/rebalance/dynamic-asset-allocator/)

        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.

* [SectorCapital Goods stocksNSE sector across the 18 index algos](/sectors/capital-goods)
* [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 Allcap Multi Asset with TotalMarket HybridTwo model curves, every risk figure](/strategies/compare/allcap-multi-asset-vs-totalmarket-hybrid)

      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

## Allcap Multi Asset rebalances, in plain words

        How often does Allcap Multi Asset rebalance?Every 2 weeks on the published schedule, about 26 times a year. The record holds 170 published rebalances from 14 May 2021 to 8 May 2026; on 131 of them at least one name changed, with an average turnover of 25% 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 25% of the list trades about ₹24,837 and costs about ₹50. 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/allcap-multi-asset.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 Allcap Multi Asset.

      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=allcap-multi-asset)
        [Allcap Multi Asset factsheet](/strategies/factsheets/allcap-multi-asset)

      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.