Rebalance record, Thematic

Data as of 11 May 2026

Energy Basket rebalance history

Energy Basket rebalance history is the record of every published model rebalance since 14 May 2021: 262 cycles with the names in and out. Record to 11 May 2026.

Published rebalances: 262since 14 May 2021
Cadence: Every weekabout 52 a year
Latest published: 11 May 202610 names on the list
Average turnover: 15%of the list, cycles with changes

Download the record as CSV

Turnover at each rebalanceMay 2021 to 11 May 2026, 261 cycles

Share of the list that changed, model record. Highest 42%.

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

01The latest cycle

11 May 2026: 1 out, 0 in, 10 held.

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

Names changed1 of 10

Value traded₹10,000

Fee, 0.2%₹20

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 Energy Basket became about ₹410 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.

Energy Basket fell at most 39.0% 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: Energy Basket −39.0% 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

262 published rebalances, newest first.

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

Turnover of the last 12 Energy Basket rebalances, highest 30% on 1 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 11 May 2026.

Find a ticker in the record

Only cycles with changes

262 rebalances

2026
11 May 202610 names on the list

In
+0
Out
−1
Held
10
Turnover
10%

On ₹1,00,000 at equal weight this cycle traded about ₹10,000, fee ₹20 at 0.2%.

Out, 1
RPOWER
8 May 202611 names on the list

In
+1
Out
−0
Held
10
Turnover
9%

On ₹1,00,000 at equal weight this cycle traded about ₹9,091, fee ₹18 at 0.2%.

In, 1
TORNTPOWER
1 May 202610 names on the list

In
+0
Out
−3
Held
10
Turnover
30%

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

Out, 3
ONGC NLCINDIA COALINDIA
24 Apr 202613 names on the list

In
+3
Out
−3
Held
10
Turnover
23%

On ₹1,00,000 at equal weight this cycle traded about ₹23,077, fee ₹46 at 0.2%.

In, 3
BHELRPOWERSUZLON
Out, 3
NTPCOILPOWERGRID
17 Apr 202613 names on the list

In
+3
Out
−1
Held
10
Turnover
23%

On ₹1,00,000 at equal weight this cycle traded about ₹23,077, fee ₹46 at 0.2%.

In, 3
ADANIGREEN JPPOWER ADANIENSOL
Out, 1
TATAPOWER
10 Apr 202611 names on the list

In
+1
Out
−2
Held
10
Turnover
18%

On ₹1,00,000 at equal weight this cycle traded about ₹18,182, fee ₹36 at 0.2%.

In, 1
NLCINDIA
Out, 2
CGPOWER ADANIENSOL
Average turnover by year, highest in 2025 at 17%
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 11 May 2026.
3 Apr 202612 names on the list

In
+2
Out
−1
Held
10
Turnover
17%

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

In, 2
THERMAXOIL
Out, 1
TORNTPOWER
27 Mar 202611 names on the list

In
+1
Out
−2
Held
10
Turnover
18%

On ₹1,00,000 at equal weight this cycle traded about ₹18,182, fee ₹36 at 0.2%.

In, 1
TATAPOWER
Out, 2
OILSIEMENS
20 Mar 202612 names on the list

In
+2
Out
−1
Held
10
Turnover
17%

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

In, 2
ADANIENSOL ADANIPOWER
Out, 1
IOC
13 Mar 202611 names on the list

In
+1
Out
−1
Held
10
Turnover
9%

On ₹1,00,000 at equal weight this cycle traded about ₹9,091, fee ₹18 at 0.2%.

In, 1
SIEMENS
Out, 1
ADANIENSOL
6 Mar 202611 names on the list

In
+1
Out
−0
Held
10
Turnover
9%

On ₹1,00,000 at equal weight this cycle traded about ₹9,091, fee ₹18 at 0.2%.

In, 1
COALINDIA
27 Feb 202610 names on the list

In
+0
Out
−2
Held
10
Turnover
20%

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

Out, 2
BPCL COALINDIA
20 Feb 202612 names, +2 −2, turnover 17%, fee ₹33
13 Feb 202612 names, +2 −2, turnover 17%, fee ₹33
6 Feb 202612 names, +1 −1, turnover 8%, fee ₹17
30 Jan 202612 names, +1 −0, turnover 8%, fee ₹17
23 Jan 202611 names, +1 −1, turnover 9%, fee ₹18
16 Jan 202611 names, +1 −0, turnover 9%, fee ₹18
9 Jan 202610 names, +0 −1, turnover 10%, fee ₹20
2 Jan 202611 names, +1 −1, turnover 9%, fee ₹18
2025
26 Dec 202511 names, +1 −1, turnover 9%, fee ₹18
19 Dec 202511 names, +1 −0, turnover 9%, fee ₹18
12 Dec 202510 names, +0 −1, turnover 10%, fee ₹20
5 Dec 202511 names, +1 −2, turnover 18%, fee ₹36
28 Nov 202512 names, +2 −1, turnover 17%, fee ₹33
21 Nov 202511 names, +1 −1, turnover 9%, fee ₹18
14 Nov 202511 names, +0 −0, turnover 0%, fee ₹0
7 Nov 202511 names, +1 −1, turnover 9%, fee ₹18
31 Oct 202511 names, +1 −1, turnover 9%, fee ₹18
24 Oct 202511 names, +1 −0, turnover 9%, fee ₹18
17 Oct 202510 names, +0 −1, turnover 10%, fee ₹20
10 Oct 202511 names, +1 −2, turnover 18%, fee ₹36
3 Oct 202512 names, +2 −5, turnover 42%, fee ₹83
26 Sep 202515 names, +5 −2, turnover 33%, fee ₹67
19 Sep 202512 names, +1 −0, turnover 8%, fee ₹17
12 Sep 202511 names, +0 −0, turnover 0%, fee ₹0
5 Sep 202511 names, +1 −0, turnover 9%, fee ₹18
29 Aug 202510 names, +0 −3, turnover 30%, fee ₹60
22 Aug 202513 names, +3 −2, turnover 23%, fee ₹46
15 Aug 202512 names, +2 −2, turnover 17%, fee ₹33
8 Aug 202512 names, +2 −2, turnover 17%, fee ₹33
1 Aug 202512 names, +2 −0, turnover 17%, fee ₹33
25 Jul 202510 names, +0 −2, turnover 20%, fee ₹40
18 Jul 202512 names, +2 −1, turnover 17%, fee ₹33
11 Jul 202511 names, +0 −1, turnover 9%, fee ₹18
4 Jul 202512 names, +1 −0, turnover 8%, fee ₹17
27 Jun 202511 names, +0 −0, turnover 0%, fee ₹0
20 Jun 202511 names, +1 −2, turnover 18%, fee ₹36
13 Jun 202512 names, +2 −1, turnover 17%, fee ₹33
6 Jun 202511 names, +1 −2, turnover 18%, fee ₹36
30 May 202512 names, +2 −3, turnover 25%, fee ₹50
23 May 202513 names, +2 −1, turnover 15%, fee ₹31
16 May 202512 names, +2 −3, turnover 25%, fee ₹50
9 May 202513 names, +3 −1, turnover 23%, fee ₹46
2 May 202511 names, +1 −1, turnover 9%, fee ₹18
25 Apr 202511 names, +1 −1, turnover 9%, fee ₹18
18 Apr 202511 names, +0 −1, turnover 9%, fee ₹18
11 Apr 202512 names, +1 −3, turnover 25%, fee ₹50
4 Apr 202514 names, +3 −2, turnover 21%, fee ₹43
28 Mar 202513 names, +3 −4, turnover 31%, fee ₹62
21 Mar 202514 names, +4 −2, turnover 29%, fee ₹57
14 Mar 202512 names, +2 −1, turnover 17%, fee ₹33
7 Mar 202511 names, +1 −0, turnover 9%, fee ₹18
28 Feb 202510 names, +0 −1, turnover 10%, fee ₹20
21 Feb 202511 names, +1 −2, turnover 18%, fee ₹36
14 Feb 202512 names, +2 −0, turnover 17%, fee ₹33
7 Feb 202510 names, +0 −2, turnover 20%, fee ₹40
31 Jan 202512 names, +2 −2, turnover 17%, fee ₹33
24 Jan 202512 names, +0 −0, turnover 0%, fee ₹0
17 Jan 202512 names, +2 −0, turnover 17%, fee ₹33
10 Jan 202510 names, +0 −2, turnover 20%, fee ₹40
3 Jan 202512 names, +2 −1, turnover 17%, fee ₹33
2024
27 Dec 202411 names, +1 −1, turnover 9%, fee ₹18
20 Dec 202411 names, +1 −2, turnover 18%, fee ₹36
13 Dec 202412 names, +2 −0, turnover 17%, fee ₹33
6 Dec 202410 names, +0 −1, turnover 10%, fee ₹20
29 Nov 202411 names, +1 −0, turnover 9%, fee ₹18
22 Nov 202410 names, +0 −1, turnover 10%, fee ₹20
15 Nov 202411 names, +1 −0, turnover 9%, fee ₹18
8 Nov 202410 names, +0 −1, turnover 10%, fee ₹20
1 Nov 202411 names, +0 −2, turnover 18%, fee ₹36
25 Oct 202413 names, +2 −0, turnover 15%, fee ₹31
18 Oct 202411 names, +1 −2, turnover 18%, fee ₹36
11 Oct 202412 names, +2 −1, turnover 17%, fee ₹33
4 Oct 202411 names, +0 −1, turnover 9%, fee ₹18
27 Sep 202412 names, +2 −1, turnover 17%, fee ₹33
20 Sep 202411 names, +1 −1, turnover 9%, fee ₹18
13 Sep 202411 names, +1 −2, turnover 18%, fee ₹36
6 Sep 202412 names, +2 −1, turnover 17%, fee ₹33
30 Aug 202411 names, +1 −2, turnover 18%, fee ₹36
23 Aug 202412 names, +2 −1, turnover 17%, fee ₹33
16 Aug 202411 names, +0 −1, turnover 9%, fee ₹18
9 Aug 202412 names, +2 −1, turnover 17%, fee ₹33
2 Aug 202411 names, +1 −3, turnover 27%, fee ₹55
26 Jul 202413 names, +1 −0, turnover 8%, fee ₹15
19 Jul 202412 names, +2 −1, turnover 17%, fee ₹33
12 Jul 202411 names, +1 −1, turnover 9%, fee ₹18
5 Jul 202411 names, +1 −1, turnover 9%, fee ₹18
28 Jun 202411 names, +1 −1, turnover 9%, fee ₹18
21 Jun 202411 names, +0 −0, turnover 0%, fee ₹0
14 Jun 202411 names, +1 −0, turnover 9%, fee ₹18
7 Jun 202410 names, +0 −1, turnover 10%, fee ₹20
31 May 202411 names, +1 −1, turnover 9%, fee ₹18
24 May 202411 names, +1 −1, turnover 9%, fee ₹18
17 May 202411 names, +1 −1, turnover 9%, fee ₹18
10 May 202411 names, +1 −0, turnover 9%, fee ₹18
3 May 202410 names, +0 −1, turnover 10%, fee ₹20
26 Apr 202411 names, +0 −1, turnover 9%, fee ₹18
19 Apr 202412 names, +2 −0, turnover 17%, fee ₹33
12 Apr 202410 names, +0 −4, turnover 40%, fee ₹80
5 Apr 202414 names, +4 −1, turnover 29%, fee ₹57
29 Mar 202411 names, +1 −2, turnover 18%, fee ₹36
22 Mar 202412 names, +1 −0, turnover 8%, fee ₹17
15 Mar 202411 names, +1 −0, turnover 9%, fee ₹18
8 Mar 202410 names, +0 −2, turnover 20%, fee ₹40
1 Mar 202412 names, +2 −0, turnover 17%, fee ₹33
23 Feb 202410 names, +0 −2, turnover 20%, fee ₹40
16 Feb 202412 names, +1 −1, turnover 8%, fee ₹17
9 Feb 202412 names, +2 −1, turnover 17%, fee ₹33
2 Feb 202411 names, +1 −2, turnover 18%, fee ₹36
26 Jan 202412 names, +1 −0, turnover 8%, fee ₹17
19 Jan 202411 names, +1 −2, turnover 18%, fee ₹36
12 Jan 202412 names, +2 −1, turnover 17%, fee ₹33
5 Jan 202411 names, +1 −2, turnover 18%, fee ₹36
2023
29 Dec 202312 names, +2 −0, turnover 17%, fee ₹33
22 Dec 202310 names, +0 −2, turnover 20%, fee ₹40
15 Dec 202312 names, +1 −1, turnover 8%, fee ₹17
8 Dec 202312 names, +2 −1, turnover 17%, fee ₹33
1 Dec 202311 names, +1 −1, turnover 9%, fee ₹18
24 Nov 202311 names, +1 −1, turnover 9%, fee ₹18
17 Nov 202311 names, +1 −0, turnover 9%, fee ₹18
10 Nov 202310 names, +0 −1, turnover 10%, fee ₹20
3 Nov 202311 names, +1 −0, turnover 9%, fee ₹18
27 Oct 202310 names, +0 −1, turnover 10%, fee ₹20
20 Oct 202311 names, +0 −0, turnover 0%, fee ₹0
13 Oct 202311 names, +0 −0, turnover 0%, fee ₹0
6 Oct 202311 names, +1 −0, turnover 9%, fee ₹18
29 Sep 202310 names, +0 −1, turnover 10%, fee ₹20
22 Sep 202311 names, +1 −0, turnover 9%, fee ₹18
15 Sep 202310 names, +0 −0, turnover 0%, fee ₹0
8 Sep 202310 names, +0 −1, turnover 10%, fee ₹20
1 Sep 202311 names, +0 −1, turnover 9%, fee ₹18
25 Aug 202312 names, +0 −1, turnover 8%, fee ₹17
18 Aug 202313 names, +3 −1, turnover 23%, fee ₹46
11 Aug 202311 names, +1 −0, turnover 9%, fee ₹18
4 Aug 202310 names, +0 −2, turnover 20%, fee ₹40
28 Jul 202312 names, +2 −1, turnover 17%, fee ₹33
21 Jul 202311 names, +1 −2, turnover 18%, fee ₹36
14 Jul 202312 names, +2 −1, turnover 17%, fee ₹33
7 Jul 202311 names, +0 −0, turnover 0%, fee ₹0
30 Jun 202311 names, +1 −0, turnover 9%, fee ₹18
23 Jun 202310 names, +0 −1, turnover 10%, fee ₹20
16 Jun 202311 names, +1 −1, turnover 9%, fee ₹18
9 Jun 202311 names, +1 −3, turnover 27%, fee ₹55
2 Jun 202313 names, +1 −1, turnover 8%, fee ₹15
26 May 202313 names, +3 −4, turnover 31%, fee ₹62
19 May 202314 names, +3 −2, turnover 21%, fee ₹43
12 May 202313 names, +3 −3, turnover 23%, fee ₹46
5 May 202313 names, +3 −1, turnover 23%, fee ₹46
28 Apr 202311 names, +1 −2, turnover 18%, fee ₹36
21 Apr 202312 names, +2 −2, turnover 17%, fee ₹33
14 Apr 202312 names, +2 −0, turnover 17%, fee ₹33
7 Apr 202310 names, +0 −1, turnover 10%, fee ₹20
31 Mar 202311 names, +0 −1, turnover 9%, fee ₹18
24 Mar 202312 names, +2 −3, turnover 25%, fee ₹50
17 Mar 202313 names, +2 −1, turnover 15%, fee ₹31
10 Mar 202312 names, +2 −2, turnover 17%, fee ₹33
3 Mar 202312 names, +2 −1, turnover 17%, fee ₹33
24 Feb 202311 names, +1 −2, turnover 18%, fee ₹36
17 Feb 202312 names, +2 −0, turnover 17%, fee ₹33
10 Feb 202310 names, +0 −1, turnover 10%, fee ₹20
3 Feb 202311 names, +0 −1, turnover 9%, fee ₹18
27 Jan 202312 names, +2 −2, turnover 17%, fee ₹33
20 Jan 202312 names, +2 −1, turnover 17%, fee ₹33
13 Jan 202311 names, +1 −2, turnover 18%, fee ₹36
6 Jan 202312 names, +1 −0, turnover 8%, fee ₹17
2022
30 Dec 202211 names, +1 −1, turnover 9%, fee ₹18
23 Dec 202211 names, +1 −2, turnover 18%, fee ₹36
16 Dec 202212 names, +2 −1, turnover 17%, fee ₹33
9 Dec 202211 names, +1 −2, turnover 18%, fee ₹36
2 Dec 202212 names, +2 −1, turnover 17%, fee ₹33
25 Nov 202211 names, +1 −1, turnover 9%, fee ₹18
18 Nov 202211 names, +0 −0, turnover 0%, fee ₹0
11 Nov 202211 names, +1 −1, turnover 9%, fee ₹18
4 Nov 202211 names, +1 −0, turnover 9%, fee ₹18
28 Oct 202210 names, +0 −2, turnover 20%, fee ₹40
21 Oct 202212 names, +2 −0, turnover 17%, fee ₹33
14 Oct 202210 names, +0 −2, turnover 20%, fee ₹40
7 Oct 202212 names, +2 −1, turnover 17%, fee ₹33
30 Sep 202211 names, +1 −1, turnover 9%, fee ₹18
23 Sep 202211 names, +0 −0, turnover 0%, fee ₹0
16 Sep 202211 names, +1 −0, turnover 9%, fee ₹18
9 Sep 202210 names, +0 −0, turnover 0%, fee ₹0
2 Sep 202210 names, +0 −3, turnover 30%, fee ₹60
26 Aug 202213 names, +2 −0, turnover 15%, fee ₹31
19 Aug 202211 names, +0 −1, turnover 9%, fee ₹18
12 Aug 202212 names, +2 −2, turnover 17%, fee ₹33
5 Aug 202212 names, +2 −2, turnover 17%, fee ₹33
29 Jul 202212 names, +2 −2, turnover 17%, fee ₹33
22 Jul 202212 names, +2 −0, turnover 17%, fee ₹33
15 Jul 202210 names, +0 −1, turnover 10%, fee ₹20
8 Jul 202211 names, +1 −2, turnover 18%, fee ₹36
1 Jul 202212 names, +2 −1, turnover 17%, fee ₹33
24 Jun 202211 names, +1 −2, turnover 18%, fee ₹36
17 Jun 202212 names, +2 −3, turnover 25%, fee ₹50
10 Jun 202213 names, +3 −2, turnover 23%, fee ₹46
3 Jun 202212 names, +2 −1, turnover 17%, fee ₹33
27 May 202211 names, +1 −1, turnover 9%, fee ₹18
20 May 202211 names, +1 −1, turnover 9%, fee ₹18
13 May 202211 names, +1 −2, turnover 18%, fee ₹36
6 May 202212 names, +1 −0, turnover 8%, fee ₹17
29 Apr 202211 names, +1 −2, turnover 18%, fee ₹36
22 Apr 202212 names, +2 −2, turnover 17%, fee ₹33
15 Apr 202212 names, +2 −1, turnover 17%, fee ₹33
8 Apr 202211 names, +1 −1, turnover 9%, fee ₹18
1 Apr 202211 names, +1 −2, turnover 18%, fee ₹36
25 Mar 202212 names, +2 −1, turnover 17%, fee ₹33
18 Mar 202211 names, +1 −1, turnover 9%, fee ₹18
11 Mar 202211 names, +1 −1, turnover 9%, fee ₹18
4 Mar 202211 names, +1 −1, turnover 9%, fee ₹18
25 Feb 202211 names, +1 −1, turnover 9%, fee ₹18
18 Feb 202211 names, +1 −0, turnover 9%, fee ₹18
11 Feb 202210 names, +0 −1, turnover 10%, fee ₹20
4 Feb 202211 names, +0 −0, turnover 0%, fee ₹0
28 Jan 202211 names, +1 −2, turnover 18%, fee ₹36
21 Jan 202212 names, +2 −0, turnover 17%, fee ₹33
14 Jan 202210 names, +0 −1, turnover 10%, fee ₹20
7 Jan 202211 names, +1 −1, turnover 9%, fee ₹18
2021
31 Dec 202111 names, +1 −1, turnover 9%, fee ₹18
24 Dec 202111 names, +0 −1, turnover 9%, fee ₹18
17 Dec 202112 names, +2 −0, turnover 17%, fee ₹33
10 Dec 202110 names, +0 −0, turnover 0%, fee ₹0
3 Dec 202110 names, +0 −3, turnover 30%, fee ₹60
26 Nov 202113 names, +3 −0, turnover 23%, fee ₹46
19 Nov 202110 names, +0 −1, turnover 10%, fee ₹20
12 Nov 202111 names, +1 −1, turnover 9%, fee ₹18
5 Nov 202111 names, +1 −2, turnover 18%, fee ₹36
29 Oct 202112 names, +1 −1, turnover 8%, fee ₹17
22 Oct 202112 names, +2 −1, turnover 17%, fee ₹33
15 Oct 202111 names, +1 −0, turnover 9%, fee ₹18
8 Oct 202110 names, +0 −2, turnover 20%, fee ₹40
1 Oct 202112 names, +2 −2, turnover 17%, fee ₹33
24 Sep 202112 names, +2 −1, turnover 17%, fee ₹33
17 Sep 202111 names, +1 −1, turnover 9%, fee ₹18
10 Sep 202111 names, +1 −1, turnover 9%, fee ₹18
3 Sep 202111 names, +1 −1, turnover 9%, fee ₹18
27 Aug 202111 names, +1 −0, turnover 9%, fee ₹18
20 Aug 202110 names, +0 −1, turnover 10%, fee ₹20
13 Aug 202111 names, +1 −1, turnover 9%, fee ₹18
6 Aug 202111 names, +1 −1, turnover 9%, fee ₹18
30 Jul 202111 names, +1 −0, turnover 9%, fee ₹18
23 Jul 202110 names, +0 −1, turnover 10%, fee ₹20
16 Jul 202111 names, +1 −1, turnover 9%, fee ₹18
9 Jul 202111 names, +0 −1, turnover 9%, fee ₹18
2 Jul 202112 names, +2 −0, turnover 17%, fee ₹33
25 Jun 202110 names, +0 −2, turnover 20%, fee ₹40
18 Jun 202112 names, +1 −1, turnover 8%, fee ₹17
11 Jun 202112 names, +2 −1, turnover 17%, fee ₹33
4 Jun 202111 names, +1 −1, turnover 9%, fee ₹18
28 May 202111 names, +1 −1, turnover 9%, fee ₹18
21 May 202111 names, +1 −0, turnover 9%, fee ₹18
14 May 202110 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 long line of teal and blue candlesticks rising 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

Power
Capital Goods
Oil, Gas & Consumable Fuels
Other

New names entering Energy Basket each year, most in 2025

Names added across all rebalances in each calendar year (2021: 33 rebalances, 2022: 52 rebalances, 2023: 52 rebalances, 2024: 52 rebalances, 2025: 52 rebalances, 2026: 20 rebalances). Model, back tested, not actual client returns. Source: RupeeCase published rebalance lists. As of 11 May 2026.

04Sector shifts

Moves of 10 points or more.

61 such shifts in 262 rebalances; the latest six.

1 May 2026Oil, Gas & Consumable Fuels −15, Capital Goods +12Down
24 Apr 2026Capital Goods +15Up
3 Apr 2026Power −13Down
27 Mar 2026Power +13Up
20 Mar 2026Power +14, Oil, Gas & Consumable Fuels −11Up
27 Feb 2026Oil, Gas & Consumable Fuels −12Down

05Documents

The record, to reuse.

Same family, Thematic

Healthcare Basket

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

Energy Basket rebalances, in plain words

How often does Energy Basket rebalance?

Every week on the published schedule, about 52 times a year. The record holds 262 published rebalances from 14 May 2021 to 11 May 2026; on 247 of them at least one name changed, with an average turnover of 15% 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 15% of the list trades about ₹14,678 and costs about ₹29. 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 Energy Basket.

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.