---
title: "Dynamic Asset Allocator Rebalance History | 63 Cycles |"
description: "Every published model rebalance of Dynamic Asset Allocator since 2 Dec 2022: 63 cycles with names in, out and held, turnover and a 0.2% fee illustration."
source_url: "https://www.rupeecase.com/rebalance/dynamic-asset-allocator/"
---

Rebalance record, All market

        Data as of 26 Jun 2026

# Dynamic Asset Allocator rebalance history

        **Dynamic Asset Allocator rebalance history** is the record of every published model rebalance since **2 Dec 2022**: **63 cycles** with the names in and out. **Record to 26 Jun 2026.**

          Published rebalances63since 2 Dec 2022

          CadenceEvery 3 weeksabout 17 a year

          Latest published26 Jun 202653 names on the list

          Average turnover28%of the list, cycles with changes

          [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=dynamic-asset-allocator)
          [Dynamic Asset Allocator strategy page](/strategies/dynamic-asset-allocator)

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

        **Turnover at each rebalance**Dec 2022 to 26 Jun 2026, 62 cyclesShare of the list that changed, model record. Highest 48%.

        01The latest cycle

## 26 Jun 2026: 19 out, 12 in, 41 held.
Only what changes is traded and charged. Tap a name to change it yourself.

          **PARAS**in**MSTCLTD**in**AEGISLOG**in**INOXINDIA**in**TEJASNET**in**WABAG**in**ZEEL**in**IFCI**in**J&KBANK**in**SFL**in**DEEPAKFERT**in**THYROCARE**in**AZAD**out**PTC**out**PNBHOUSING**out**NLCINDIA**out**OLAELEC**out**JAIBALAJI**out**ADVENZYMES**out**STLTECH**held**HFCL**held**CUPID**held**BALAMINES**held**AVALON**held

          And 36 more names held, unchanged.

            Names changed**19 of 53**

            Value traded**₹35,849****

            Fee, 0.2%**₹72**

          Replay 26 Jun 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 Dynamic Asset Allocator became about ₹388 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.Dynamic Asset Allocator fell at most 6.3% 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: Dynamic Asset Allocator −6.3% at Mar 2026. 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

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

        Turnover of the last 12 Dynamic Asset Allocator rebalances, highest 38% on 13 Mar 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 26 Jun 2026.

          Find a ticker in the record

* Only cycles with changes

* 2026
* 2025
* 2024
* 2023
* 2022

        63 rebalances

1. 2026
2.
          26 Jun 202653 names on the list

          In+12
Out−19
Held41
Turnover36%

          On ₹1,00,000 at equal weight this cycle traded about **₹35,849**, fee **₹72** at 0.2%.

          In, 12

[PARAS](/stocks/PARAS)[MSTCLTD](/stocks/MSTCLTD)[AEGISLOG](/stocks/AEGISLOG)[INOXINDIA](/stocks/INOXINDIA)[TEJASNET](/stocks/TEJASNET)[WABAG](/stocks/WABAG)[ZEEL](/stocks/ZEEL)[IFCI](/stocks/IFCI)[J&KBANK](/stocks/JKBANK)[SFL](/stocks/SFL)[DEEPAKFERT](/stocks/DEEPAKFERT)[THYROCARE](/stocks/THYROCARE)

Out, 19

[WEBELSOLAR](/stocks/WEBELSOLAR)[COHANCE](/stocks/COHANCE)[QPOWER](/stocks/QPOWER)[JAYNECOIND](/stocks/JAYNECOIND)[GALLANTT](/stocks/GALLANTT)[HSCL](/stocks/HSCL)[LLOYDSME](/stocks/LLOYDSME)[SCI](/stocks/SCI)[GOKULAGRO](/stocks/GOKULAGRO)[KRN](/stocks/KRN)[LLOYDSENT](/stocks/LLOYDSENT)[AVANTIFEED](/stocks/AVANTIFEED)[AZAD](/stocks/AZAD)[PTC](/stocks/PTC)[PNBHOUSING](/stocks/PNBHOUSING)[NLCINDIA](/stocks/NLCINDIA)[OLAELEC](/stocks/OLAELEC)[JAIBALAJI](/stocks/JAIBALAJI)[ADVENZYMES](/stocks/ADVENZYMES)

Show 41 held

3.
          5 Jun 202660 names on the list

          In+16
Out−19
Held44
Turnover32%

          On ₹1,00,000 at equal weight this cycle traded about **₹31,667**, fee **₹63** at 0.2%.

          In, 16

[RAIN](/stocks/RAIN)[AVALON](/stocks/AVALON)[SUPRIYA](/stocks/SUPRIYA)[WOCKPHARMA](/stocks/WOCKPHARMA)[TRITURBINE](/stocks/TRITURBINE)[RATEGAIN](/stocks/RATEGAIN)[MARKSANS](/stocks/MARKSANS)[ARVIND](/stocks/ARVIND)[SAREGAMA](/stocks/SAREGAMA)[LAURUSLABS](/stocks/LAURUSLABS)[GLAND](/stocks/GLAND)[TATACOMM](/stocks/TATACOMM)[ASTRAMICRO](/stocks/ASTRAMICRO)[SKIPPER](/stocks/SKIPPER)[HONASA](/stocks/HONASA)[TATATECH](/stocks/TATATECH)

Out, 19

[EIEL](/stocks/EIEL)[ANGELONE](/stocks/ANGELONE)[PFOCUS](/stocks/PFOCUS)[NATIONALUM](/stocks/NATIONALUM)[ABDL](/stocks/ABDL)[KSB](/stocks/KSB)[INOXINDIA](/stocks/INOXINDIA)[DEEPAKFERT](/stocks/DEEPAKFERT)[HINDCOPPER](/stocks/HINDCOPPER)KAJARIACER[ACUTAAS](/stocks/ACUTAAS)[ACMESOLAR](/stocks/ACMESOLAR)OSWALPUMPSFIVESTARAWFISIMFAHEG[JINDALSAW](/stocks/JINDALSAW)[BELRISE](/stocks/BELRISE)

Show 44 held

4.
          15 May 202663 names on the list

          In+19
Out−24
Held44
Turnover38%

          On ₹1,00,000 at equal weight this cycle traded about **₹38,095**, fee **₹76** at 0.2%.

          In, 19

[BHEL](/stocks/BHEL)[RRKABEL](/stocks/RRKABEL)[BALAMINES](/stocks/BALAMINES)[COHANCE](/stocks/COHANCE)[HSCL](/stocks/HSCL)[KIRLPNU](/stocks/KIRLPNU)[VIJAYA](/stocks/VIJAYA)[SCI](/stocks/SCI)[GOKULAGRO](/stocks/GOKULAGRO)[IDEA](/stocks/IDEA)[HCC](/stocks/HCC)[SYRMA](/stocks/SYRMA)[SKYGOLD](/stocks/SKYGOLD)[DIACABS](/stocks/DIACABS)[PTC](/stocks/PTC)[PNBHOUSING](/stocks/PNBHOUSING)[NLCINDIA](/stocks/NLCINDIA)[JAIBALAJI](/stocks/JAIBALAJI)[ADVENZYMES](/stocks/ADVENZYMES)

Out, 24

[GESHIP](/stocks/GESHIP)[AETHER](/stocks/AETHER)[SANSERA](/stocks/SANSERA)[PREMIERENE](/stocks/PREMIERENE)[KTKBANK](/stocks/KTKBANK)[BHARATFORG](/stocks/BHARATFORG)CHENNPETROABSLAMC[VTL](/stocks/VTL)[SAILIFE](/stocks/SAILIFE)[TMB](/stocks/TMB)JBCHEPHARM[AUROPHARMA](/stocks/AUROPHARMA)[SHRIRAMFIN](/stocks/SHRIRAMFIN)[NATCOPHARM](/stocks/NATCOPHARM)ENTEROLUPIN[COALINDIA](/stocks/COALINDIA)KARURVYSYAASTERDMLUMAXTECHCCL[HINDALCO](/stocks/HINDALCO)[TEJASNET](/stocks/TEJASNET)

Show 44 held

5.
          24 Apr 202668 names on the list

          In+26
Out−15
Held42
Turnover38%

          On ₹1,00,000 at equal weight this cycle traded about **₹38,235**, fee **₹76** at 0.2%.

          In, 26

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

Out, 15

ASHOKLEYMRPLSHARDACROP[BANDHANBNK](/stocks/BANDHANBNK)[J&KBANK](/stocks/JKBANK)[SBIN](/stocks/SBIN)UNIONBANK[ONESOURCE](/stocks/ONESOURCE)JAMNAAUTOFEDERALBNKINDIANB[FINCABLES](/stocks/FINCABLES)BANKINDIAGAELJINDALSTEL

Show 42 held

6.
          3 Apr 202657 names on the list

          In+16
Out−17
Held41
Turnover30%

          On ₹1,00,000 at equal weight this cycle traded about **₹29,825**, fee **₹60** at 0.2%.

          In, 16

[CUPID](/stocks/CUPID)[ACUTAAS](/stocks/ACUTAAS)[AETHER](/stocks/AETHER)[PREMIERENE](/stocks/PREMIERENE)[KTKBANK](/stocks/KTKBANK)ABSLAMC[ACMESOLAR](/stocks/ACMESOLAR)[SAILIFE](/stocks/SAILIFE)[TMB](/stocks/TMB)[AUROPHARMA](/stocks/AUROPHARMA)ENTERO[KSB](/stocks/KSB)[COALINDIA](/stocks/COALINDIA)ASTERDM[ADANIPOWER](/stocks/ADANIPOWER)CCL

Out, 17

GOKEX[AARTIIND](/stocks/AARTIIND)[SYRMA](/stocks/SYRMA)[SCI](/stocks/SCI)[ARVIND](/stocks/ARVIND)JKTYRETVSSCS[AVALON](/stocks/AVALON)APLAPOLLO[MCX](/stocks/MCX)[MOTHERSON](/stocks/MOTHERSON)ELGIEQUIPEASEMYTRIP[CGPOWER](/stocks/CGPOWER)[IDEA](/stocks/IDEA)LTFOODS[MANORAMA](/stocks/MANORAMA)

Show 41 held

7.
          13 Mar 202658 names on the list

          In+12
Out−22
Held46
Turnover38%

          On ₹1,00,000 at equal weight this cycle traded about **₹37,931**, fee **₹76** at 0.2%.

          In, 12

[TEJASNET](/stocks/TEJASNET)[KRN](/stocks/KRN)[NATCOPHARM](/stocks/NATCOPHARM)[BANDHANBNK](/stocks/BANDHANBNK)[J&KBANK](/stocks/JKBANK)[BELRISE](/stocks/BELRISE)JBCHEPHARM[ONESOURCE](/stocks/ONESOURCE)LUPIN[FINCABLES](/stocks/FINCABLES)CHENNPETROJINDALSTEL

Out, 22

[HINDZINC](/stocks/HINDZINC)SOUTHBANKUJJIVANSFBDCBBANKCUB[RAIN](/stocks/RAIN)AUBANKLTFABCAPITALCANBK[AETHER](/stocks/AETHER)M&MFININDIACEMIIFL[LAURUSLABS](/stocks/LAURUSLABS)CSBBANK[TATASTEEL](/stocks/TATASTEEL)[EQUITASBNK](/stocks/EQUITASBNK)SANDUMA[GMDCLTD](/stocks/GMDCLTD)[MAHABANK](/stocks/MAHABANK)BANKBARODA

Show 46 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 26 Jun 2026.
9.
          20 Feb 202668 names on the list

          In+21
Out−8
Held47
Turnover31%

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

          In, 21

[AVANTIFEED](/stocks/AVANTIFEED)[STLTECH](/stocks/STLTECH)SHARDACROPGOKEX[AARTIIND](/stocks/AARTIIND)MRPL[SYRMA](/stocks/SYRMA)[SCI](/stocks/SCI)[BHARATFORG](/stocks/BHARATFORG)[ATHERENERG](/stocks/ATHERENERG)[VTL](/stocks/VTL)[ARVIND](/stocks/ARVIND)TVSSCS[AVALON](/stocks/AVALON)[GESHIP](/stocks/GESHIP)[MOTHERSON](/stocks/MOTHERSON)ELGIEQUIPEASEMYTRIP[CGPOWER](/stocks/CGPOWER)LTFOODS[MANORAMA](/stocks/MANORAMA)

Out, 8

HBLENGINEIIFLCAPSPRICOLLTDGRAPHITETARCAIILANURASCEIGALL

Show 47 held

10.
          30 Jan 202655 names on the list

          In+12
Out−11
Held43
Turnover22%

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

          In, 12

UJJIVANSFBUNIONBANKBANKINDIA[SBIN](/stocks/SBIN)[AETHER](/stocks/AETHER)INDIANB[TATASTEEL](/stocks/TATASTEEL)[EQUITASBNK](/stocks/EQUITASBNK)APLAPOLLO[MAHABANK](/stocks/MAHABANK)BANKBARODANIFTY4-8YRGESC

Out, 11

MTARTECH[ABDL](/stocks/ABDL)CHENNPETROGPPLASAHIINDIAFIEMINDRBLBANK[MOTHERSON](/stocks/MOTHERSON)BANCOINDIABSOFTINDIAGLYCO

Show 43 held

11.
          9 Jan 202654 names on the list

          In+12
Out−11
Held42
Turnover22%

          On ₹1,00,000 at equal weight this cycle traded about **₹22,222**, fee **₹44** at 0.2%.

          In, 12

[RAIN](/stocks/RAIN)CSBBANKSANDUMAGAELIIFLCAPSGRAPHITETARCAIIL[HINDALCO](/stocks/HINDALCO)INDIACEMKARURVYSYACEIGALL

Out, 11

[PGIL](/stocks/PGIL)INDIGOPNTS[THYROCARE](/stocks/THYROCARE)INDIANBBANKINDIA[IXIGO](/stocks/IXIGO)[RATEGAIN](/stocks/RATEGAIN)BLACKBUCKGABRIEL[BHEL](/stocks/BHEL)YATHARTH

Show 42 held

12. 2025
13.
          19 Dec 202553 names on the list

          In+12
Out−12
Held41
Turnover23%

          On ₹1,00,000 at equal weight this cycle traded about **₹22,642**, fee **₹45** at 0.2%.

          In, 12

JAMNAAUTOASHOKLEYANURAS[HINDZINC](/stocks/HINDZINC)[SANSERA](/stocks/SANSERA)GPPLASAHIINDIAFIEMIND[VEDL](/stocks/VEDL)[MOTHERSON](/stocks/MOTHERSON)BANCOINDIABSOFT

Out, 12

SAMMAANCAPSANDUMA[ADANIPOWER](/stocks/ADANIPOWER)[AVALON](/stocks/AVALON)GPIL[FORTIS](/stocks/FORTIS)MRPLPAYTMHCG[SCI](/stocks/SCI)USHAMART[SHAILY](/stocks/SHAILY)

Show 41 held

14.
          28 Nov 202553 names on the list

          In+9
Out−13
Held44
Turnover25%

          On ₹1,00,000 at equal weight this cycle traded about **₹24,528**, fee **₹49** at 0.2%.

          In, 9

[PGIL](/stocks/PGIL)INDIGOPNTSPRICOLLTDINDIAGLYCO[NATIONALUM](/stocks/NATIONALUM)[KIRLOSENG](/stocks/KIRLOSENG)M&MFINIIFL[BHEL](/stocks/BHEL)

Out, 13

TATAINVESTBANCOINDIASUBROS[CARTRADE](/stocks/CARTRADE)[SYRMA](/stocks/SYRMA)POONAWALLA[GALLANTT](/stocks/GALLANTT)AIILNYKAA[ETERNAL](/stocks/ETERNAL)ASTERDMANANTRAJNIFTY4-8YRGESC

Show 44 held

15.
          7 Nov 202557 names on the list

          In+15
Out−10
Held42
Turnover26%

          On ₹1,00,000 at equal weight this cycle traded about **₹26,316**, fee **₹53** at 0.2%.

          In, 15

[ABDL](/stocks/ABDL)SOUTHBANKDCBBANKJKTYREAUBANK[SHRIRAMFIN](/stocks/SHRIRAMFIN)CHENNPETROMRPLFEDERALBNKHCGCANBKBANKINDIA[SCI](/stocks/SCI)CUB[THYROCARE](/stocks/THYROCARE)

Out, 10

NESCOHEMIPROPPRICOLLTD[NAVA](/stocks/NAVA)ZYDUSWELLNSLNISPDATAMATICS[STLTECH](/stocks/STLTECH)UNOMINDASARDAEN

Show 42 held

16. 17 Oct 202552 names, **+12** **−14**, turnover 27%, fee ₹54Names
17. 26 Sep 202554 names, **+13** **−10**, turnover 24%, fee ₹48Names
18. 5 Sep 202551 names, **+9** **−20**, turnover 39%, fee ₹78Names
19. 15 Aug 202562 names, **+16** **−22**, turnover 35%, fee ₹71Names
20. 25 Jul 202568 names, **+23** **−14**, turnover 34%, fee ₹68Names
21. 4 Jul 202559 names, **+14** **−17**, turnover 29%, fee ₹58Names
22. 13 Jun 202562 names, **+22** **−30**, turnover 48%, fee ₹97Names
23. 23 May 202570 names, **+25** **−17**, turnover 36%, fee ₹71Names
24. 2 May 202562 names, **+19** **−21**, turnover 34%, fee ₹68Names
25. 11 Apr 202564 names, **+17** **−9**, turnover 27%, fee ₹53Names
26. 21 Mar 202556 names, **+13** **−14**, turnover 25%, fee ₹50Names
27. 28 Feb 202557 names, **+12** **−14**, turnover 25%, fee ₹49Names
28. 7 Feb 202559 names, **+13** **−10**, turnover 22%, fee ₹44Names
29. 17 Jan 202556 names, **+7** **−13**, turnover 23%, fee ₹46Names
30. 2024
31. 27 Dec 202462 names, **+15** **−8**, turnover 24%, fee ₹48Names
32. 6 Dec 202455 names, **+11** **−10**, turnover 20%, fee ₹40Names
33. 15 Nov 202454 names, **+10** **−9**, turnover 19%, fee ₹37Names
34. 25 Oct 202453 names, **+5** **−13**, turnover 25%, fee ₹49Names
35. 4 Oct 202461 names, **+13** **−16**, turnover 26%, fee ₹52Names
36. 13 Sep 202464 names, **+19** **−15**, turnover 30%, fee ₹59Names
37. 23 Aug 202460 names, **+16** **−15**, turnover 27%, fee ₹53Names
38. 2 Aug 202459 names, **+11** **−13**, turnover 22%, fee ₹44Names
39. 12 Jul 202461 names, **+16** **−12**, turnover 26%, fee ₹52Names
40. 21 Jun 202457 names, **+15** **−17**, turnover 30%, fee ₹60Names
41. 31 May 202459 names, **+14** **−12**, turnover 24%, fee ₹47Names
42. 10 May 202457 names, **+11** **−10**, turnover 19%, fee ₹39Names
43. 19 Apr 202456 names, **+14** **−11**, turnover 25%, fee ₹50Names
44. 29 Mar 202453 names, **+6** **−11**, turnover 21%, fee ₹42Names
45. 8 Mar 202458 names, **+8** **−23**, turnover 40%, fee ₹79Names
46. 16 Feb 202473 names, **+22** **−15**, turnover 30%, fee ₹60Names
47. 26 Jan 202466 names, **+15** **−17**, turnover 26%, fee ₹52Names
48. 5 Jan 202468 names, **+17** **−13**, turnover 25%, fee ₹50Names
49. 2023
50. 15 Dec 202364 names, **+13** **−17**, turnover 27%, fee ₹53Names
51. 24 Nov 202368 names, **+17** **−13**, turnover 25%, fee ₹50Names
52. 3 Nov 202364 names, **+15** **−11**, turnover 23%, fee ₹47Names
53. 13 Oct 202360 names, **+11** **−14**, turnover 23%, fee ₹47Names
54. 22 Sep 202363 names, **+15** **−14**, turnover 24%, fee ₹48Names
55. 1 Sep 202362 names, **+14** **−20**, turnover 32%, fee ₹65Names
56. 11 Aug 202368 names, **+17** **−11**, turnover 25%, fee ₹50Names
57. 21 Jul 202362 names, **+10** **−22**, turnover 35%, fee ₹71Names
58. 30 Jun 202374 names, **+23** **−17**, turnover 31%, fee ₹62Names
59. 9 Jun 202368 names, **+17** **−23**, turnover 34%, fee ₹68Names
60. 19 May 202374 names, **+22** **−15**, turnover 30%, fee ₹59Names
61. 28 Apr 202367 names, **+17** **−11**, turnover 25%, fee ₹51Names
62. 7 Apr 202361 names, **+8** **−11**, turnover 18%, fee ₹36Names
63. 17 Mar 202364 names, **+12** **−17**, turnover 27%, fee ₹53Names
64. 24 Feb 202369 names, **+17** **−12**, turnover 25%, fee ₹49Names
65. 3 Feb 202364 names, **+11** **−12**, turnover 19%, fee ₹38Names
66. 13 Jan 202365 names, **+14** **−16**, turnover 25%, fee ₹49Names
67. 2022
68. 23 Dec 202267 names, **+18** **−0**, turnover 27%, fee ₹54Names
69. 2 Dec 202249 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.

            2022
2023
2024
2025
2026

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

            New names entering Dynamic Asset Allocator each year, most in 2023

Names added across all rebalances in each calendar year (2022: 1 rebalances, 2023: 17 rebalances, 2024: 18 rebalances, 2025: 17 rebalances, 2026: 9 rebalances). Model, back tested, not actual client returns. Source: RupeeCase published rebalance lists. As of 26 Jun 2026.

            04Sector shifts

## Moves of 10 points or more.
10 such shifts in 63 rebalances; the latest six.

1. 24 Apr 2026Capital Goods +12, Financial Services −11Up
2. 13 Mar 2026Financial Services −15Down
3. 20 Feb 2026Financial Services −12Down
4. 30 Jan 2026Financial Services +13Up
5. 19 Dec 2025Automobile and Auto Components +12Up
6. 7 Nov 2025Financial Services +13Up

            05Documents

## The record, to reuse.

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

              * [JSON, this page's data63 cycles](/instiv2/data/rebalances/dynamic-asset-allocator.json)

              * [Dynamic Asset Allocator strategy pagefactsheet](/strategies/dynamic-asset-allocator)

              * [All 18 historieshub](/rebalance/)

            Same family, All market

* [Allcap](/rebalance/allcap/)
* [Allcap Multi Asset](/rebalance/allcap-multi-asset/)
* [TotalMarket Hybrid](/rebalance/totalmarket-hybrid/)

        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)

      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)

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      07Questions

## Dynamic Asset Allocator rebalances, in plain words

        How often does Dynamic Asset Allocator rebalance?Every 3 weeks on the published schedule, about 17 times a year. The record holds 63 published rebalances from 2 Dec 2022 to 26 Jun 2026; on 62 of them at least one name changed, with an average turnover of 28% 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 28% of the list trades about ₹27,730 and costs about ₹55. 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/dynamic-asset-allocator.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 Dynamic Asset Allocator.

      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=dynamic-asset-allocator)
        [Dynamic Asset Allocator factsheet](/strategies/factsheets/dynamic-asset-allocator)

      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.