Rebalance record, All market

Data as of 3 Jul 2026

Allcap rebalance history

Allcap rebalance history is the record of every published model rebalance since 14 May 2021: 135 cycles with the names in and out. Record to 3 Jul 2026.

Published rebalances: 135since 14 May 2021
Cadence: Every 2 weeksabout 26 a year
Latest published: 3 Jul 202660 names on the list
Average turnover: 24%of the list, cycles with changes

Download the record as CSV

Turnover at each rebalanceMay 2021 to 3 Jul 2026, 134 cycles

Share of the list that changed, model record. Highest 56%.

A field of glowing teal nodes on navy, linked into a rising index line that ends in a bright point

01The latest cycle

3 Jul 2026: 11 out, 12 in, 48 held.

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

And 36 more names held, unchanged.

Names changed12 of 60

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 Allcap became about ₹611 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 fell at most 22.1% 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 −22.1% 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

135 published rebalances, newest first.

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

Turnover of the last 12 Allcap rebalances, highest 31% on 24 Apr 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 3 Jul 2026.

Find a ticker in the record

Only cycles with changes

135 rebalances

2026
3 Jul 202660 names on the list

In
+12
Out
−11
Held
48
Turnover
20%

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

In, 12
WABAG CAPLIPOINT SFL SWSOLAR DEEPAKFERT QUESS GREAVESCOT JYOTICNC SHRIPISTON AVL PGIL IXIGO
Out, 11
BHEL TRITURBINE ADANIPOWER BSE GLAND TATACOMM GVT&D VEDL VIJAYA TATATECH ATHERENERG
19 Jun 202659 names on the list

In
+13
Out
−16
Held
46
Turnover
27%

On ₹1,00,000 at equal weight this cycle traded about ₹27,119, fee ₹54 at 0.2%.

In, 13
PARAS MSTCLTD IFCI AEGISLOG CARTRADE TEJASNET INOXINDIA ZEEL DATAPATTNS HSCL J&KBANK THYROCARE ACMESOLAR
Out, 16
WEBELSOLAR MCX JAYNECOIND ADVENZYMES QPOWER SCI LLOYDSENT LLOYDSME KRN NLCINDIACARBORUNIVGOKULAGRO SAIL AVANTIFEED ANGELONE COHANCE
5 Jun 202662 names on the list

In
+13
Out
−14
Held
49
Turnover
23%

On ₹1,00,000 at equal weight this cycle traded about ₹22,581, fee ₹45 at 0.2%.

In, 13
RAIN CPPLUS SUPRIYA WOCKPHARMA TRITURBINE RATEGAIN MARKSANS SAREGAMA GLAND TATACOMM ASTRAMICRO HONASA TATATECH
Out, 14
HCC GALLANTT AZAD JAIBALAJI HSCL DATAPATTNS ELECON PTC PNBHOUSING SUZLON NETWEB FINCABLES BANDHANBNK ASHAPURMIN
22 May 202663 names on the list

In
+12
Out
−19
Held
51
Turnover
30%

On ₹1,00,000 at equal weight this cycle traded about ₹30,159, fee ₹60 at 0.2%.

In, 12
IDEA RRKABEL AVALON ARVIND SHAILY VIJAYA ADVENZYMES LAURUSLABS ADANIENT NLCINDIACARBORUNIVSAIL
Out, 19
OLAELEC EIEL PFOCUS NATIONALUM ABDL KSB INOXINDIA DEEPAKFERT HINDCOPPERKAJARIACERTHANGAMAYLACMESOLAROSWALPUMPSFIVESTARAWFISIMFAHEGJINDALSAW BELRISE
8 May 202670 names on the list

In
+22
Out
−20
Held
48
Turnover
31%

On ₹1,00,000 at equal weight this cycle traded about ₹31,429, fee ₹63 at 0.2%.

In, 22
BHEL COHANCE HCC KIRLPNU BALAMINES JAIBALAJI HSCL DATAPATTNS SCI SKYGOLD SKIPPER ELECON BSE PTC PNBHOUSING SYRMA SUZLON NETWEB DIACABS FINCABLES BANDHANBNK ASHAPURMIN
Out, 20
MTARTECHPREMIERENEZYDUSWELLAETHER GESHIP KTKBANK NATCOPHARM TMB BHARATFORGABSLAMCLUMAXTECHGPILGRANULESSTARSHRIRAMFINGAELVTLWAAREEENERCCLAUROPHARMA
24 Apr 202668 names on the list

In
+21
Out
−15
Held
47
Turnover
31%

On ₹1,00,000 at equal weight this cycle traded about ₹30,882, fee ₹62 at 0.2%.

In, 21
OLAELEC GALLANTT LLOYDSENT EIEL WELCORP ANGELONE HFCL ADANIGREEN APOLLO LLOYDSENGG ABDL AZAD ADANIENSOL INOXINDIA DEEPAKFERTKAJARIACEROSWALPUMPSFIVESTARAWFISHEGJINDALSAW
Out, 15
DATAPATTNSCHENNPETROJBCHEPHARMSAILIFEASHOKLEYTORNTPHARMMRPLTEJASNETCUMMINSINDLUPINCOALINDIA HINDALCO NTPCKARURVYSYAJ&KBANK
Average turnover by year, highest in 2025 at 26%
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 3 Jul 2026.
10 Apr 202662 names on the list

In
+18
Out
−11
Held
44
Turnover
29%

On ₹1,00,000 at equal weight this cycle traded about ₹29,032, fee ₹58 at 0.2%.

In, 18
PFOCUS WEBELSOLAR CUPID PREMIERENEZYDUSWELLLLOYDSME GOKULAGRO ACMESOLAR ADANIPOWER KSB TMBGPILGRANULESSTARJAYNECOINDWAAREEENERTHERMAX QPOWER
Out, 11
SHARDACROPBANDHANBNK SBINUNIONBANKONESOURCEJAMNAAUTOFEDERALBNKINDIANBFINCABLESBANKINDIAJINDALSTEL
27 Mar 202655 names on the list

In
+9
Out
−12
Held
46
Turnover
22%

On ₹1,00,000 at equal weight this cycle traded about ₹21,818, fee ₹44 at 0.2%.

In, 9
ACUTAAS AETHER KTKBANKABSLAMCSAILIFE AUROPHARMA COALINDIA NTPCCCL
Out, 12
EASEMYTRIPENGINERSINTARILELGIEQUIPINGERRANDKIMSSCI MOTHERSONCIEINDIATATASTEELYATHARTHAARTIIND
13 Mar 202658 names on the list

In
+11
Out
−17
Held
47
Turnover
29%

On ₹1,00,000 at equal weight this cycle traded about ₹29,310, fee ₹59 at 0.2%.

In, 11
TEJASNET NATCOPHARM J&KBANK TORNTPHARM BELRISEJBCHEPHARMONESOURCELUPINFINCABLESCHENNPETROGAEL
Out, 17
RAINJKTYREAPLAPOLLOSYRMA ARVINDUJJIVANSFBDCBBANKCUBAETHERWAAREEENERGOKEXHINDZINC IDEAMUTHOOTFINM&MFINPTC SAIL
27 Feb 202664 names on the list

In
+16
Out
−16
Held
48
Turnover
25%

On ₹1,00,000 at equal weight this cycle traded about ₹25,000, fee ₹50 at 0.2%.

In, 16
KRNEASEMYTRIPENGINERSINTARILVTLCUMMINSINDELGIEQUIPDATAPATTNS ATHERENERGINGERRANDKIMSSCI BANDHANBNK MOTHERSONCIEINDIAYATHARTH
Out, 16
SOUTHBANKGAELAUBANKLTFABCAPITALCANBKNETWEBINDIACEMIIFLLAURUSLABSCSBBANKEQUITASBNKSANDUMAGMDCLTD MAHABANKBANKBARODA
13 Feb 202664 names on the list

In
+16
Out
−8
Held
48
Turnover
25%

On ₹1,00,000 at equal weight this cycle traded about ₹25,000, fee ₹50 at 0.2%.

In, 16
STLTECHSHARDACROPAVANTIFEED GVT&DMRPLTDPOWERSYS SYRMA AARTIIND GESHIP ARVINDJINDALSTELWAAREEENERGOKEXPTC SAIL BHARATFORG
Out, 8
IIFLCAPSTARCAIILSHRIPISTONANURASPRICOLLTDCEIGALLGRAPHITE
30 Jan 202656 names on the list

In
+9
Out
−9
Held
47
Turnover
16%

On ₹1,00,000 at equal weight this cycle traded about ₹16,071, fee ₹32 at 0.2%.

In, 9
UNIONBANKBANKINDIASBININDIANBTATASTEEL EQUITASBNKAPLAPOLLOMAHABANKBANKBARODA
Out, 9
TDPOWERSYS ABDL GVT&DPRIVISCLCARTRADE MOTHERSONHBLENGINEANANDRATHIAIAENG
16 Jan 202656 names, +8 −9, turnover 16%, fee ₹32
2 Jan 202657 names, +7 −9, turnover 16%, fee ₹32
2025
19 Dec 202559 names, +11 −10, turnover 19%, fee ₹37
5 Dec 202558 names, +10 −10, turnover 17%, fee ₹34
21 Nov 202558 names, +9 −13, turnover 22%, fee ₹45
7 Nov 202562 names, +14 −5, turnover 23%, fee ₹45
24 Oct 202553 names, +7 −10, turnover 19%, fee ₹38
10 Oct 202556 names, +10 −11, turnover 20%, fee ₹39
26 Sep 202557 names, +11 −12, turnover 21%, fee ₹42
12 Sep 202558 names, +12 −5, turnover 21%, fee ₹41
29 Aug 202551 names, +7 −14, turnover 27%, fee ₹55
15 Aug 202558 names, +13 −18, turnover 31%, fee ₹62
1 Aug 202563 names, +15 −17, turnover 27%, fee ₹54
18 Jul 202565 names, +16 −10, turnover 25%, fee ₹49
4 Jul 202559 names, +14 −16, turnover 27%, fee ₹54
20 Jun 202561 names, +14 −22, turnover 36%, fee ₹72
6 Jun 202569 names, +25 −19, turnover 36%, fee ₹72
23 May 202563 names, +20 −24, turnover 38%, fee ₹76
9 May 202567 names, +21 −14, turnover 31%, fee ₹63
25 Apr 202560 names, +14 −17, turnover 28%, fee ₹57
11 Apr 202563 names, +15 −20, turnover 32%, fee ₹63
28 Mar 202568 names, +18 −6, turnover 26%, fee ₹53
14 Mar 202556 names, +11 −10, turnover 20%, fee ₹39
28 Feb 202555 names, +11 −16, turnover 29%, fee ₹58
14 Feb 202560 names, +14 −6, turnover 23%, fee ₹47
31 Jan 202552 names, +8 −10, turnover 19%, fee ₹38
17 Jan 202554 names, +9 −10, turnover 19%, fee ₹37
3 Jan 202555 names, +7 −18, turnover 33%, fee ₹65
2024
20 Dec 202466 names, +19 −6, turnover 29%, fee ₹58
6 Dec 202453 names, +6 −6, turnover 11%, fee ₹23
22 Nov 202453 names, +7 −8, turnover 15%, fee ₹30
8 Nov 202454 names, +10 −6, turnover 19%, fee ₹37
25 Oct 202450 names, +5 −10, turnover 20%, fee ₹40
11 Oct 202455 names, +8 −14, turnover 25%, fee ₹51
27 Sep 202461 names, +13 −16, turnover 26%, fee ₹52
13 Sep 202464 names, +17 −13, turnover 27%, fee ₹53
30 Aug 202460 names, +11 −10, turnover 18%, fee ₹37
16 Aug 202459 names, +13 −12, turnover 22%, fee ₹44
2 Aug 202458 names, +11 −7, turnover 19%, fee ₹38
19 Jul 202454 names, +8 −13, turnover 24%, fee ₹48
5 Jul 202459 names, +14 −11, turnover 24%, fee ₹47
21 Jun 202456 names, +10 −15, turnover 27%, fee ₹54
7 Jun 202461 names, +17 −15, turnover 28%, fee ₹56
24 May 202459 names, +13 −10, turnover 22%, fee ₹44
10 May 202456 names, +8 −11, turnover 20%, fee ₹39
26 Apr 202459 names, +15 −10, turnover 25%, fee ₹51
12 Apr 202454 names, +10 −8, turnover 19%, fee ₹37
29 Mar 202452 names, +5 −9, turnover 17%, fee ₹35
15 Mar 202456 names, +7 −8, turnover 14%, fee ₹29
1 Mar 202457 names, +9 −18, turnover 32%, fee ₹63
16 Feb 202466 names, +15 −16, turnover 24%, fee ₹48
2 Feb 202467 names, +15 −9, turnover 22%, fee ₹45
19 Jan 202461 names, +11 −17, turnover 28%, fee ₹56
5 Jan 202467 names, +16 −11, turnover 24%, fee ₹48
2023
22 Dec 202362 names, +10 −11, turnover 18%, fee ₹35
8 Dec 202363 names, +13 −18, turnover 29%, fee ₹57
24 Nov 202368 names, +17 −6, turnover 25%, fee ₹50
10 Nov 202357 names, +8 −14, turnover 25%, fee ₹49
27 Oct 202363 names, +12 −7, turnover 19%, fee ₹38
13 Oct 202358 names, +8 −9, turnover 16%, fee ₹31
29 Sep 202359 names, +8 −15, turnover 25%, fee ₹51
15 Sep 202366 names, +16 −13, turnover 24%, fee ₹48
1 Sep 202363 names, +13 −14, turnover 22%, fee ₹44
18 Aug 202364 names, +12 −15, turnover 23%, fee ₹47
4 Aug 202367 names, +15 −14, turnover 22%, fee ₹45
21 Jul 202366 names, +13 −9, turnover 20%, fee ₹39
7 Jul 202362 names, +10 −24, turnover 39%, fee ₹77
23 Jun 202376 names, +24 −15, turnover 32%, fee ₹63
9 Jun 202367 names, +17 −17, turnover 25%, fee ₹51
26 May 202367 names, +17 −17, turnover 25%, fee ₹51
12 May 202367 names, +16 −12, turnover 24%, fee ₹48
28 Apr 202363 names, +12 −10, turnover 19%, fee ₹38
14 Apr 202361 names, +11 −9, turnover 18%, fee ₹36
31 Mar 202359 names, +7 −9, turnover 15%, fee ₹31
17 Mar 202361 names, +11 −14, turnover 23%, fee ₹46
3 Mar 202364 names, +14 −11, turnover 22%, fee ₹44
17 Feb 202361 names, +8 −6, turnover 13%, fee ₹26
3 Feb 202359 names, +7 −9, turnover 15%, fee ₹31
20 Jan 202361 names, +11 −9, turnover 18%, fee ₹36
6 Jan 202359 names, +8 −11, turnover 19%, fee ₹37
2022
23 Dec 202262 names, +11 −11, turnover 18%, fee ₹35
9 Dec 202262 names, +11 −13, turnover 21%, fee ₹42
25 Nov 202264 names, +14 −13, turnover 22%, fee ₹44
11 Nov 202263 names, +13 −12, turnover 21%, fee ₹41
28 Oct 202262 names, +11 −8, turnover 18%, fee ₹35
14 Oct 202259 names, +9 −13, turnover 22%, fee ₹44
30 Sep 202263 names, +12 −15, turnover 24%, fee ₹48
16 Sep 202266 names, +17 −15, turnover 26%, fee ₹52
2 Sep 202264 names, +14 −11, turnover 22%, fee ₹44
19 Aug 202261 names, +11 −21, turnover 34%, fee ₹69
5 Aug 202271 names, +19 −17, turnover 27%, fee ₹54
22 Jul 202269 names, +19 −8, turnover 28%, fee ₹55
8 Jul 202258 names, +8 −8, turnover 14%, fee ₹28
24 Jun 202258 names, +5 −15, turnover 26%, fee ₹52
10 Jun 202268 names, +19 −10, turnover 28%, fee ₹56
27 May 202259 names, +9 −11, turnover 19%, fee ₹37
13 May 202261 names, +5 −11, turnover 18%, fee ₹36
29 Apr 202267 names, +16 −13, turnover 24%, fee ₹48
15 Apr 202264 names, +13 −19, turnover 30%, fee ₹59
1 Apr 202270 names, +19 −7, turnover 27%, fee ₹54
18 Mar 202258 names, +9 −12, turnover 21%, fee ₹41
4 Mar 202261 names, +12 −5, turnover 20%, fee ₹39
18 Feb 202254 names, +6 −12, turnover 22%, fee ₹44
4 Feb 202260 names, +8 −17, turnover 28%, fee ₹57
21 Jan 202269 names, +20 −11, turnover 29%, fee ₹58
7 Jan 202260 names, +11 −9, turnover 18%, fee ₹37
2021
24 Dec 202158 names, +9 −6, turnover 16%, fee ₹31
10 Dec 202155 names, +7 −14, turnover 25%, fee ₹51
26 Nov 202162 names, +12 −9, turnover 19%, fee ₹39
12 Nov 202159 names, +8 −16, turnover 27%, fee ₹54
29 Oct 202167 names, +17 −14, turnover 25%, fee ₹51
15 Oct 202164 names, +14 −12, turnover 22%, fee ₹44
1 Oct 202162 names, +12 −14, turnover 23%, fee ₹45
17 Sep 202164 names, +14 −15, turnover 23%, fee ₹47
3 Sep 202165 names, +14 −8, turnover 22%, fee ₹43
20 Aug 202159 names, +8 −12, turnover 20%, fee ₹41
6 Aug 202163 names, +13 −0, turnover 21%, fee ₹41
23 Jul 202150 names, +16 −28, turnover 56%, fee ₹112
9 Jul 202162 names, +12 −15, turnover 24%, fee ₹48
25 Jun 202165 names, +14 −16, turnover 25%, fee ₹49
11 Jun 202167 names, +15 −14, turnover 22%, fee ₹45
28 May 202166 names, +16 −0, turnover 24%, fee ₹48
14 May 202150 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.

Fine teal and blue streamlines flowing across a navy field

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
Automobile and Auto Components
Metals & Mining
Chemicals
Healthcare
Power
Fast Moving Consumer Goods
Other

New names entering Allcap each year, most in 2025

Names added across all rebalances in each calendar year (2021: 16 rebalances, 2022: 26 rebalances, 2023: 26 rebalances, 2024: 26 rebalances, 2025: 26 rebalances, 2026: 14 rebalances). Model, back tested, not actual client returns. Source: RupeeCase published rebalance lists. As of 3 Jul 2026.

04Sector shifts

Moves of 10 points or more.

6 such shifts in 135 rebalances; the latest six.

10 Apr 2026Financial Services −11Down
27 Feb 2026Financial Services −14Down
30 Jan 2026Financial Services +11Up
17 Mar 2023Financial Services −12Down
20 Jan 2023Financial Services −11Down
11 Nov 2022Financial Services +12Up

05Documents

The record, to reuse.

Same family, All market

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.

Explore next

From the record to the strategy.

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 See the terminal

One form, one groupScan with your phone camera

07Questions

Allcap rebalances, in plain words

How often does Allcap rebalance?

Every 2 weeks on the published schedule, about 26 times a year. The record holds 135 published rebalances from 14 May 2021 to 3 Jul 2026; on 134 of them at least one name changed, with an average turnover of 24% 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 24% of the list trades about ₹23,615 and costs about ₹47. 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 Allcap.

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.