Rebalance record, Large and mid

Data as of 8 May 2026

Large Mid Hybrid rebalance history

Large Mid Hybrid 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 rebalances: 170since 14 May 2021
Cadence: Every 2 weeksabout 26 a year
Latest published: 8 May 202641 names on the list
Average turnover: 19%of the list, cycles with changes

Download the record as CSV

Turnover at each rebalanceMay 2021 to 8 May 2026, 169 cycles

Share of the list that changed, model record. Highest 44%.

Glowing teal and blue bars rising left to right over a glass floor, like a year of monthly returns

01The latest cycle

8 May 2026: 15 out, 15 in, 26 held.

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

And 17 more names held, unchanged.

Names changed15 of 41

Value traded₹36,585

Fee, 0.2%₹73

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 Large Mid Hybrid became about ₹453 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.

Large Mid Hybrid fell at most 17.7% 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: Large Mid Hybrid −17.7% 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 Large Mid Hybrid rebalances, highest 37% 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

170 rebalances

2026
8 May 202641 names on the list

In
+15
Out
−15
Held
26
Turnover
37%

On ₹1,00,000 at equal weight this cycle traded about ₹36,585, fee ₹73 at 0.2%.

In, 15
HUDCO COCHINSHIP ADANIENT TORNTPOWER VBL ATGL NESTLEIND ADANIPORTS IDEA ENRIN LODHA JSWENERGY TATAPOWER HAL GODREJIND
Out, 15
DMARTNIACLSHRIRAMFIN LAURUSLABSFEDERALBNKTATASTEELOBEROIRLTYHINDZINCJINDALSTELUNIONBANKAUBANKTITANINDIANBNMDCTATAINVEST
1 May 202641 names on the list

In
+0
Out
−0
Held
41
Turnover
0%

Nothing changed, so nothing was traded and nothing was charged.
24 Apr 202641 names on the list

In
+14
Out
−14
Held
27
Turnover
34%

On ₹1,00,000 at equal weight this cycle traded about ₹34,146, fee ₹68 at 0.2%.

In, 14
ADANIGREEN BHEL SUZLONNIACLNTPCGREEN SIEMENSOBEROIRLTYHINDZINC NAM-INDIA CGPOWERAUBANKNMDCTATAINVESTRADICO
Out, 14
WAAREEENERLUPINCOALINDIACUMMINSINDONGC SBIN NTPC TORNTPHARM GLENMARKAPLAPOLLOASHOKLEYOILPOWERGRIDBANKINDIA
17 Apr 202641 names on the list

In
+0
Out
−0
Held
41
Turnover
0%

Nothing changed, so nothing was traded and nothing was charged.
10 Apr 202641 names on the list

In
+7
Out
−7
Held
34
Turnover
17%

On ₹1,00,000 at equal weight this cycle traded about ₹17,073, fee ₹34 at 0.2%.

In, 7
LLOYDSME MCXWAAREEENERDMARTLAURUSLABS NLCINDIA BSE
Out, 7
ASTRALAJANTPHARMCGPOWERIPCALABSUNPHARMA TATAPOWER IDEA
3 Apr 202641 names on the list

In
+0
Out
−0
Held
41
Turnover
0%

Nothing changed, so nothing was traded and nothing was charged.
Average turnover by year, highest in 2025 at 24%
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.
27 Mar 202641 names on the list

In
+10
Out
−10
Held
31
Turnover
24%

On ₹1,00,000 at equal weight this cycle traded about ₹24,390, fee ₹49 at 0.2%.

In, 10
AUROPHARMA PREMIERENE ADANIPOWERIPCALABSUNPHARMA TATAPOWER PFC ADANIENSOL THERMAXOIL
Out, 10
HINDZINCM&MFINMOTHERSONCANBKBELLTFTORNTPOWERINDUSTOWERKEITVSMOTOR
20 Mar 202641 names on the list

In
+0
Out
−0
Held
41
Turnover
0%

Nothing changed, so nothing was traded and nothing was charged.
13 Mar 202641 names on the list

In
+7
Out
−7
Held
34
Turnover
17%

On ₹1,00,000 at equal weight this cycle traded about ₹17,073, fee ₹34 at 0.2%.

In, 7
LUPINGLENMARK COALINDIACANBKBELKEITVSMOTOR
Out, 7
MFSLIDBISUPREMEINDVOLTASIOC PFCINDUSINDBK
6 Mar 202641 names on the list

In
+0
Out
−0
Held
41
Turnover
0%

Nothing changed, so nothing was traded and nothing was charged.
27 Feb 202641 names on the list

In
+10
Out
−10
Held
31
Turnover
24%

On ₹1,00,000 at equal weight this cycle traded about ₹24,390, fee ₹49 at 0.2%.

In, 10
TORNTPOWER CGPOWERASTRALMFSLIDBISUPREMEINDPOWERGRIDVOLTASAJANTPHARMTITAN
Out, 10
WAAREEENERMUTHOOTFINOILSONACOMSAUBANKABCAPITALCANBKJSWSTEEL BSEAIAENG
20 Feb 202641 names on the list

In
+0
Out
−0
Held
41
Turnover
0%

Nothing changed, so nothing was traded and nothing was charged.
13 Feb 202641 names, +10 −10, turnover 24%, fee ₹49
6 Feb 202641 names, +0 −0, turnover 0%, fee ₹0
30 Jan 202641 names, +7 −7, turnover 17%, fee ₹34
23 Jan 202641 names, +0 −0, turnover 0%, fee ₹0
16 Jan 202641 names, +8 −8, turnover 20%, fee ₹39
9 Jan 202641 names, +0 −0, turnover 0%, fee ₹0
2 Jan 202641 names, +7 −7, turnover 17%, fee ₹34
2025
26 Dec 202541 names, +0 −0, turnover 0%, fee ₹0
19 Dec 202541 names, +8 −8, turnover 20%, fee ₹39
12 Dec 202541 names, +0 −0, turnover 0%, fee ₹0
5 Dec 202541 names, +8 −8, turnover 20%, fee ₹39
28 Nov 202541 names, +0 −0, turnover 0%, fee ₹0
21 Nov 202541 names, +12 −12, turnover 29%, fee ₹59
14 Nov 202541 names, +0 −0, turnover 0%, fee ₹0
7 Nov 202541 names, +11 −11, turnover 27%, fee ₹54
31 Oct 202541 names, +0 −0, turnover 0%, fee ₹0
24 Oct 202541 names, +5 −5, turnover 12%, fee ₹24
17 Oct 202541 names, +0 −0, turnover 0%, fee ₹0
10 Oct 202541 names, +10 −10, turnover 24%, fee ₹49
3 Oct 202541 names, +0 −0, turnover 0%, fee ₹0
26 Sep 202541 names, +10 −9, turnover 24%, fee ₹49
19 Sep 202540 names, +0 −0, turnover 0%, fee ₹0
12 Sep 202540 names, +9 −9, turnover 23%, fee ₹45
5 Sep 202540 names, +0 −0, turnover 0%, fee ₹0
29 Aug 202540 names, +5 −6, turnover 15%, fee ₹30
22 Aug 202541 names, +0 −0, turnover 0%, fee ₹0
15 Aug 202541 names, +9 −7, turnover 22%, fee ₹44
8 Aug 202539 names, +0 −0, turnover 0%, fee ₹0
1 Aug 202539 names, +8 −10, turnover 26%, fee ₹51
25 Jul 202541 names, +0 −0, turnover 0%, fee ₹0
18 Jul 202541 names, +10 −10, turnover 24%, fee ₹49
11 Jul 202541 names, +0 −0, turnover 0%, fee ₹0
4 Jul 202541 names, +9 −9, turnover 22%, fee ₹44
27 Jun 202541 names, +0 −0, turnover 0%, fee ₹0
20 Jun 202541 names, +10 −10, turnover 24%, fee ₹49
13 Jun 202541 names, +0 −0, turnover 0%, fee ₹0
6 Jun 202541 names, +15 −15, turnover 37%, fee ₹73
30 May 202541 names, +0 −0, turnover 0%, fee ₹0
23 May 202541 names, +18 −18, turnover 44%, fee ₹88
16 May 202541 names, +0 −0, turnover 0%, fee ₹0
9 May 202541 names, +11 −11, turnover 27%, fee ₹54
2 May 202541 names, +0 −0, turnover 0%, fee ₹0
25 Apr 202541 names, +10 −10, turnover 24%, fee ₹49
18 Apr 202541 names, +0 −0, turnover 0%, fee ₹0
11 Apr 202541 names, +13 −13, turnover 32%, fee ₹63
4 Apr 202541 names, +0 −0, turnover 0%, fee ₹0
28 Mar 202541 names, +10 −10, turnover 24%, fee ₹49
21 Mar 202541 names, +0 −0, turnover 0%, fee ₹0
14 Mar 202541 names, +8 −8, turnover 20%, fee ₹39
7 Mar 202541 names, +0 −0, turnover 0%, fee ₹0
28 Feb 202541 names, +8 −8, turnover 20%, fee ₹39
21 Feb 202541 names, +0 −0, turnover 0%, fee ₹0
14 Feb 202541 names, +12 −12, turnover 29%, fee ₹59
7 Feb 202541 names, +0 −0, turnover 0%, fee ₹0
31 Jan 202541 names, +10 −10, turnover 24%, fee ₹49
24 Jan 202541 names, +0 −0, turnover 0%, fee ₹0
17 Jan 202541 names, +9 −8, turnover 22%, fee ₹44
10 Jan 202540 names, +0 −0, turnover 0%, fee ₹0
3 Jan 202540 names, +8 −8, turnover 20%, fee ₹40
2024
27 Dec 202440 names, +0 −0, turnover 0%, fee ₹0
20 Dec 202440 names, +13 −13, turnover 33%, fee ₹65
13 Dec 202440 names, +0 −0, turnover 0%, fee ₹0
6 Dec 202440 names, +7 −8, turnover 20%, fee ₹40
29 Nov 202441 names, +0 −0, turnover 0%, fee ₹0
22 Nov 202441 names, +5 −5, turnover 12%, fee ₹24
15 Nov 202441 names, +1 −5, turnover 12%, fee ₹24
8 Nov 202445 names, +6 −4, turnover 13%, fee ₹27
25 Oct 202443 names, +3 −7, turnover 16%, fee ₹33
11 Oct 202447 names, +7 −8, turnover 17%, fee ₹34
27 Sep 202448 names, +7 −9, turnover 19%, fee ₹38
13 Sep 202450 names, +9 −7, turnover 18%, fee ₹36
30 Aug 202448 names, +8 −9, turnover 19%, fee ₹38
16 Aug 202449 names, +9 −8, turnover 18%, fee ₹37
2 Aug 202448 names, +8 −5, turnover 17%, fee ₹33
19 Jul 202445 names, +5 −8, turnover 18%, fee ₹36
5 Jul 202448 names, +9 −6, turnover 19%, fee ₹38
21 Jun 202445 names, +5 −10, turnover 22%, fee ₹44
7 Jun 202450 names, +10 −10, turnover 20%, fee ₹40
24 May 202450 names, +10 −4, turnover 20%, fee ₹40
10 May 202444 names, +2 −8, turnover 18%, fee ₹36
26 Apr 202450 names, +10 −7, turnover 20%, fee ₹40
12 Apr 202447 names, +6 −5, turnover 13%, fee ₹26
29 Mar 202446 names, +6 −3, turnover 13%, fee ₹26
15 Mar 202443 names, +2 −6, turnover 14%, fee ₹28
1 Mar 202447 names, +7 −11, turnover 23%, fee ₹47
16 Feb 202451 names, +11 −9, turnover 22%, fee ₹43
2 Feb 202449 names, +8 −5, turnover 16%, fee ₹33
19 Jan 202446 names, +3 −5, turnover 11%, fee ₹22
5 Jan 202448 names, +8 −11, turnover 23%, fee ₹46
2023
22 Dec 202351 names, +10 −7, turnover 20%, fee ₹39
8 Dec 202348 names, +8 −9, turnover 19%, fee ₹38
24 Nov 202349 names, +9 −5, turnover 18%, fee ₹37
10 Nov 202345 names, +2 −3, turnover 7%, fee ₹13
27 Oct 202346 names, +6 −5, turnover 13%, fee ₹26
13 Oct 202345 names, +5 −7, turnover 16%, fee ₹31
29 Sep 202347 names, +6 −8, turnover 17%, fee ₹34
15 Sep 202349 names, +7 −9, turnover 18%, fee ₹37
1 Sep 202351 names, +8 −6, turnover 16%, fee ₹31
18 Aug 202349 names, +8 −7, turnover 16%, fee ₹33
4 Aug 202348 names, +8 −10, turnover 21%, fee ₹42
21 Jul 202350 names, +8 −11, turnover 22%, fee ₹44
7 Jul 202353 names, +12 −10, turnover 23%, fee ₹45
23 Jun 202351 names, +9 −8, turnover 18%, fee ₹35
9 Jun 202350 names, +8 −9, turnover 18%, fee ₹36
26 May 202351 names, +11 −14, turnover 27%, fee ₹55
12 May 202354 names, +12 −10, turnover 22%, fee ₹44
28 Apr 202352 names, +12 −6, turnover 23%, fee ₹46
14 Apr 202346 names, +4 −3, turnover 9%, fee ₹17
31 Mar 202345 names, +5 −5, turnover 11%, fee ₹22
17 Mar 202345 names, +5 −9, turnover 20%, fee ₹40
3 Mar 202349 names, +9 −8, turnover 18%, fee ₹37
17 Feb 202348 names, +8 −7, turnover 17%, fee ₹33
3 Feb 202347 names, +6 −5, turnover 13%, fee ₹26
20 Jan 202346 names, +5 −1, turnover 11%, fee ₹22
6 Jan 202342 names, +1 −5, turnover 12%, fee ₹24
2022
23 Dec 202246 names, +5 −8, turnover 17%, fee ₹35
9 Dec 202249 names, +9 −5, turnover 18%, fee ₹37
25 Nov 202245 names, +5 −7, turnover 16%, fee ₹31
11 Nov 202247 names, +7 −8, turnover 17%, fee ₹34
28 Oct 202248 names, +8 −1, turnover 17%, fee ₹33
14 Oct 202241 names, +0 −7, turnover 17%, fee ₹34
30 Sep 202248 names, +6 −7, turnover 15%, fee ₹29
16 Sep 202249 names, +8 −10, turnover 20%, fee ₹41
2 Sep 202251 names, +8 −8, turnover 16%, fee ₹31
19 Aug 202251 names, +9 −8, turnover 18%, fee ₹35
5 Aug 202250 names, +8 −9, turnover 18%, fee ₹36
22 Jul 202251 names, +11 −10, turnover 22%, fee ₹43
8 Jul 202250 names, +10 −6, turnover 20%, fee ₹40
24 Jun 202246 names, +3 −7, turnover 15%, fee ₹30
10 Jun 202250 names, +9 −10, turnover 20%, fee ₹40
27 May 202251 names, +9 −6, turnover 18%, fee ₹35
13 May 202248 names, +5 −10, turnover 21%, fee ₹42
29 Apr 202253 names, +12 −6, turnover 23%, fee ₹45
15 Apr 202247 names, +7 −10, turnover 21%, fee ₹43
1 Apr 202250 names, +9 −4, turnover 18%, fee ₹36
18 Mar 202245 names, +4 −4, turnover 9%, fee ₹18
4 Mar 202245 names, +3 −3, turnover 7%, fee ₹13
18 Feb 202245 names, +4 −5, turnover 11%, fee ₹22
4 Feb 202246 names, +4 −10, turnover 22%, fee ₹43
21 Jan 202252 names, +11 −3, turnover 21%, fee ₹42
7 Jan 202244 names, +4 −4, turnover 9%, fee ₹18
2021
24 Dec 202144 names, +4 −4, turnover 9%, fee ₹18
10 Dec 202144 names, +3 −10, turnover 23%, fee ₹45
26 Nov 202151 names, +10 −5, turnover 20%, fee ₹39
12 Nov 202146 names, +4 −6, turnover 13%, fee ₹26
29 Oct 202148 names, +7 −7, turnover 15%, fee ₹29
15 Oct 202148 names, +8 −13, turnover 27%, fee ₹54
1 Oct 202153 names, +13 −7, turnover 25%, fee ₹49
17 Sep 202147 names, +7 −8, turnover 17%, fee ₹34
3 Sep 202148 names, +8 −7, turnover 17%, fee ₹33
20 Aug 202147 names, +6 −6, turnover 13%, fee ₹26
6 Aug 202147 names, +6 −6, turnover 13%, fee ₹26
23 Jul 202147 names, +7 −4, turnover 15%, fee ₹30
9 Jul 202144 names, +3 −8, turnover 18%, fee ₹36
25 Jun 202149 names, +8 −6, turnover 16%, fee ₹33
11 Jun 202147 names, +7 −8, turnover 17%, fee ₹34
28 May 202148 names, +8 −0, turnover 17%, fee ₹33
14 May 202140 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 radar sweep in teal over a polar grid dotted with lit points

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
Power
Healthcare
Automobile and Auto Components
Chemicals
Information Technology
Other

New names entering Large Mid Hybrid 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.

12 such shifts in 170 rebalances; the latest six.

8 May 2026Financial Services −15Down
13 Feb 2026Financial Services −10Down
16 Jan 2026Financial Services +13Up
7 Nov 2025Financial Services +10Up
10 Oct 2025Financial Services +13Up
15 Aug 2025Automobile and Auto Components +12Up

05Documents

The record, to reuse.

Same family, Large and mid

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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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.

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07Questions

Large Mid Hybrid rebalances, in plain words

How often does Large Mid Hybrid 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 19% 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 19% of the list trades about ₹19,181 and costs about ₹38. 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 Large Mid Hybrid.

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.