Rebalance record, Large and mid

Data as of 11 May 2026

Large Midcap rebalance history

Large Midcap rebalance history is the record of every published model rebalance since 14 May 2021: 132 cycles with the names in and out. Record to 11 May 2026.

Published rebalances: 132since 14 May 2021
Cadence: Every 2 weeksabout 26 a year
Latest published: 11 May 202640 names on the list
Average turnover: 18%of the list, cycles with changes

Download the record as CSV

Turnover at each rebalanceMay 2021 to 11 May 2026, 131 cycles

Share of the list that changed, model record. Highest 38%.

An isometric field of teal blocks of different heights on navy

01The latest cycle

11 May 2026: 15 out, 0 in, 40 held.

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

And 31 more names held, unchanged.

Names changed15 of 40

Value traded₹37,500

Fee, 0.2%₹75

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 Midcap became about ₹538 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 Midcap fell at most 18.7% 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 Midcap −18.7% 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

132 published rebalances, newest first.

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

Turnover of the last 12 Large Midcap rebalances, highest 38% on 11 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

132 rebalances

2026
11 May 202640 names on the list

In
+0
Out
−15
Held
40
Turnover
38%

On ₹1,00,000 at equal weight this cycle traded about ₹37,500, fee ₹75 at 0.2%.

Out, 15
DMARTNIACLSHRIRAMFIN LAURUSLABSFEDERALBNKTATASTEELOBEROIRLTYHINDZINCJINDALSTELUNIONBANKAUBANKTITANINDIANBNMDCTATAINVEST
8 May 202655 names on the list

In
+15
Out
−14
Held
40
Turnover
27%

On ₹1,00,000 at equal weight this cycle traded about ₹27,273, fee ₹55 at 0.2%.

In, 15
HUDCO COCHINSHIP ADANIENT TORNTPOWER VBL ATGL NESTLEIND ADANIPORTS IDEA ENRIN LODHA JSWENERGY TATAPOWER HAL GODREJIND
Out, 14
WAAREEENERLUPINCOALINDIACUMMINSINDONGC SBIN NTPC TORNTPHARM GLENMARKAPLAPOLLOASHOKLEYOILPOWERGRIDBANKINDIA
24 Apr 202654 names on the list

In
+13
Out
−6
Held
41
Turnover
24%

On ₹1,00,000 at equal weight this cycle traded about ₹24,074, fee ₹48 at 0.2%.

In, 13
ADANIGREEN BHEL SUZLONNIACLNTPCGREEN SIEMENSOBEROIRLTYHINDZINC NAM-INDIAAUBANKNMDCTATAINVESTRADICO
Out, 6
ASTRALAJANTPHARMIPCALABSUNPHARMA TATAPOWER IDEA
10 Apr 202647 names on the list

In
+7
Out
−10
Held
40
Turnover
21%

On ₹1,00,000 at equal weight this cycle traded about ₹21,277, fee ₹43 at 0.2%.

In, 7
LLOYDSME MCXWAAREEENERDMARTLAURUSLABS NLCINDIA BSE
Out, 10
HINDZINCM&MFINMOTHERSONCANBKBELLTFTORNTPOWERINDUSTOWERKEITVSMOTOR
27 Mar 202650 names on the list

In
+9
Out
−6
Held
41
Turnover
18%

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

In, 9
AUROPHARMA PREMIERENE ADANIPOWERIPCALABSUNPHARMA TATAPOWER ADANIENSOL THERMAXOIL
Out, 6
MFSLIDBISUPREMEINDVOLTASIOCINDUSINDBK
13 Mar 202647 names on the list

In
+6
Out
−9
Held
41
Turnover
19%

On ₹1,00,000 at equal weight this cycle traded about ₹19,149, fee ₹38 at 0.2%.

In, 6
LUPINGLENMARK COALINDIA BELKEITVSMOTOR
Out, 9
WAAREEENERMUTHOOTFINOILSONACOMSAUBANKABCAPITALJSWSTEEL BSEAIAENG
Average turnover by year, highest in 2026 at 21%
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.
27 Feb 202650 names on the list

In
+9
Out
−9
Held
41
Turnover
18%

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

In, 9
TORNTPOWER CGPOWERASTRALMFSLIDBISUPREMEINDPOWERGRIDVOLTASAJANTPHARM
Out, 9
BANKBARODATECHM COALINDIAIDFCFIRSTBTVSMOTORSUNDARMFINHCLTECHPAYTMSBILIFE
13 Feb 202650 names on the list

In
+9
Out
−6
Held
41
Turnover
18%

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

In, 9
JINDALSTELWAAREEENERSONACOMSPFC ONGC JSWSTEEL IOCCUMMINSINDNTPC
Out, 6
PHOENIXLTDKEINMDCPNBBHELNYKAA
30 Jan 202647 names on the list

In
+7
Out
−8
Held
40
Turnover
17%

On ₹1,00,000 at equal weight this cycle traded about ₹17,021, fee ₹34 at 0.2%.

In, 7
TATASTEEL TECHM TORNTPHARMOILSUNDARMFINHCLTECH BSE
Out, 8
CUMMINSINDHINDPETROADANIENSOL BPCLJSLGMRAIRPORTGLENMARK UPL
16 Jan 202648 names on the list

In
+6
Out
−5
Held
42
Turnover
13%

On ₹1,00,000 at equal weight this cycle traded about ₹12,500, fee ₹25 at 0.2%.

In, 6
MAHABANK SAIL TITANINDUSINDBKCOALINDIAPNB
Out, 5
ASIANPAINTMFSLIOC ADANIPOWER M&M
2 Jan 202647 names on the list

In
+7
Out
−8
Held
40
Turnover
17%

On ₹1,00,000 at equal weight this cycle traded about ₹17,021, fee ₹34 at 0.2%.

In, 7
HINDPETROKEINMDCJSLGLENMARKAPLAPOLLOUPL
Out, 8
BSECOFORGESONACOMSPNBUNOMINDALT HCLTECH RELIANCE
2025
19 Dec 202548 names on the list

In
+3
Out
−3
Held
45
Turnover
6%

On ₹1,00,000 at equal weight this cycle traded about ₹6,250, fee ₹13 at 0.2%.

In, 3
HINDZINC HINDALCOPHOENIXLTD
Out, 3
HINDPETROFORTISMOTILALOFS
5 Dec 202548 names, +7 −11, turnover 23%, fee ₹46
21 Nov 202552 names, +10 −9, turnover 19%, fee ₹38
7 Nov 202551 names, +10 −4, turnover 20%, fee ₹39
24 Oct 202545 names, +5 −10, turnover 22%, fee ₹44
10 Oct 202550 names, +9 −8, turnover 18%, fee ₹36
26 Sep 202549 names, +10 −9, turnover 20%, fee ₹41
12 Sep 202548 names, +9 −6, turnover 19%, fee ₹38
29 Aug 202545 names, +5 −7, turnover 16%, fee ₹31
15 Aug 202547 names, +9 −10, turnover 21%, fee ₹43
1 Aug 202548 names, +7 −9, turnover 19%, fee ₹38
18 Jul 202550 names, +10 −9, turnover 20%, fee ₹40
4 Jul 202549 names, +6 −7, turnover 14%, fee ₹29
20 Jun 202550 names, +7 −12, turnover 24%, fee ₹48
6 Jun 202555 names, +14 −17, turnover 31%, fee ₹62
23 May 202558 names, +16 −9, turnover 28%, fee ₹55
9 May 202551 names, +9 −8, turnover 18%, fee ₹35
25 Apr 202550 names, +8 −11, turnover 22%, fee ₹44
11 Apr 202553 names, +12 −9, turnover 23%, fee ₹45
28 Mar 202550 names, +10 −8, turnover 20%, fee ₹40
14 Mar 202548 names, +7 −7, turnover 15%, fee ₹29
28 Feb 202548 names, +8 −12, turnover 25%, fee ₹50
14 Feb 202552 names, +11 −9, turnover 21%, fee ₹42
31 Jan 202550 names, +10 −8, turnover 20%, fee ₹40
17 Jan 202548 names, +8 −7, turnover 17%, fee ₹33
3 Jan 202547 names, +2 −7, turnover 15%, fee ₹30
2024
20 Dec 202452 names, +11 −6, turnover 21%, fee ₹42
6 Dec 202447 names, +6 −4, turnover 13%, fee ₹26
22 Nov 202445 names, +4 −4, turnover 9%, fee ₹18
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.

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

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
Automobile and Auto Components
Healthcare
Chemicals
Oil, Gas & Consumable Fuels
Other

New names entering Large Midcap 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: 11 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.

5 such shifts in 132 rebalances; the latest six.

24 Oct 2025Financial Services +12Up
15 Aug 2025Automobile and Auto Components +11Up
16 Aug 2024Healthcare +10Up
17 Mar 2023Financial Services −10Down
22 Jul 2022Financial Services +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.

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.

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07Questions

Large Midcap rebalances, in plain words

How often does Large Midcap rebalance?

Every 2 weeks on the published schedule, about 26 times a year. The record holds 132 published rebalances from 14 May 2021 to 11 May 2026; on 131 of them at least one name changed, with an average turnover of 18% 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 18% of the list trades about ₹17,991 and costs about ₹36. 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 Midcap.

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.