---
title: "Large Midcap Rebalance History | 132 Cycles | RupeeCase"
description: "Every published model rebalance of Large Midcap since 14 May 2021: 132 cycles with names in, out and held, turnover and a 0.2% fee illustration."
source_url: "https://www.rupeecase.com/rebalance/large-midcap/"
---

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 rebalances132since 14 May 2021

          CadenceEvery 2 weeksabout 26 a year

          Latest published11 May 202640 names on the list

          Average turnover18%of the list, cycles with changes

          [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=large-midcap)
          [Large Midcap strategy page](/strategies/large-midcap)

        [Download the record as CSV](/data/rebalances/large-midcap.csv)

        **Turnover at each rebalance**May 2021 to 11 May 2026, 131 cyclesShare of the list that changed, model record. Highest 38%.

        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.

          **DMART**out**NIACL**out**SHRIRAMFIN**out**LAURUSLABS**out**FEDERALBNK**out**TATASTEEL**out**OBEROIRLTY**out**HINDZINC**out**JINDALSTEL**out**UNIONBANK**out**AUBANK**out**TITAN**out**INDIANB**out**NMDC**out**TATAINVEST**out**BHEL**held**ADANIPOWER**held**ADANIGREEN**held**ADANIENSOL**held**LLOYDSME**held**BSE**held**SUZLON**held**GVT&D**held**THERMAX**held

          And 31 more names held, unchanged.

            Names changed**15 of 40**

            Value traded**₹37,500****

            Fee, 0.2%**₹75**

          Replay 11 May 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 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

* 2026
* 2025
* 2024
* 2023
* 2022
* 2021

        132 rebalances

1. 2026
2.
          11 May 202640 names on the list

          In+0
Out−15
Held40
Turnover38%

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

          Out, 15

DMARTNIACL[SHRIRAMFIN](/stocks/SHRIRAMFIN)[LAURUSLABS](/stocks/LAURUSLABS)FEDERALBNK[TATASTEEL](/stocks/TATASTEEL)OBEROIRLTY[HINDZINC](/stocks/HINDZINC)JINDALSTELUNIONBANKAUBANK[TITAN](/stocks/TITAN)INDIANBNMDCTATAINVEST

Show 40 held

3.
          8 May 202655 names on the list

          In+15
Out−14
Held40
Turnover27%

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

          In, 15

[HUDCO](/stocks/HUDCO)[COCHINSHIP](/stocks/COCHINSHIP)[ADANIENT](/stocks/ADANIENT)[TORNTPOWER](/stocks/TORNTPOWER)[VBL](/stocks/VBL)[ATGL](/stocks/ATGL)[NESTLEIND](/stocks/NESTLEIND)[ADANIPORTS](/stocks/ADANIPORTS)[IDEA](/stocks/IDEA)[ENRIN](/stocks/ENRIN)[LODHA](/stocks/LODHA)[JSWENERGY](/stocks/JSWENERGY)[TATAPOWER](/stocks/TATAPOWER)[HAL](/stocks/HAL)[GODREJIND](/stocks/GODREJIND)

Out, 14

WAAREEENERLUPIN[COALINDIA](/stocks/COALINDIA)CUMMINSIND[ONGC](/stocks/ONGC)[SBIN](/stocks/SBIN)[NTPC](/stocks/NTPC)[TORNTPHARM](/stocks/TORNTPHARM)[GLENMARK](/stocks/GLENMARK)APLAPOLLOASHOKLEYOIL[POWERGRID](/stocks/POWERGRID)BANKINDIA

Show 40 held

4.
          24 Apr 202654 names on the list

          In+13
Out−6
Held41
Turnover24%

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

          In, 13

[ADANIGREEN](/stocks/ADANIGREEN)[BHEL](/stocks/BHEL)[SUZLON](/stocks/SUZLON)NIACL[NTPCGREEN](/stocks/NTPCGREEN)[SIEMENS](/stocks/SIEMENS)OBEROIRLTY[HINDZINC](/stocks/HINDZINC)[NAM-INDIA](/stocks/NAM-INDIA)AUBANKNMDCTATAINVEST[RADICO](/stocks/RADICO)

Out, 6

ASTRALAJANTPHARMIPCALAB[SUNPHARMA](/stocks/SUNPHARMA)[TATAPOWER](/stocks/TATAPOWER)[IDEA](/stocks/IDEA)

Show 41 held

5.
          10 Apr 202647 names on the list

          In+7
Out−10
Held40
Turnover21%

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

          In, 7

[LLOYDSME](/stocks/LLOYDSME)[MCX](/stocks/MCX)WAAREEENERDMART[LAURUSLABS](/stocks/LAURUSLABS)[NLCINDIA](/stocks/NLCINDIA)[BSE](/stocks/BSE)

Out, 10

[HINDZINC](/stocks/HINDZINC)M&MFIN[MOTHERSON](/stocks/MOTHERSON)CANBK[BEL](/stocks/BEL)LTF[TORNTPOWER](/stocks/TORNTPOWER)INDUSTOWERKEITVSMOTOR

Show 40 held

6.
          27 Mar 202650 names on the list

          In+9
Out−6
Held41
Turnover18%

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

          In, 9

[AUROPHARMA](/stocks/AUROPHARMA)[PREMIERENE](/stocks/PREMIERENE)[ADANIPOWER](/stocks/ADANIPOWER)IPCALAB[SUNPHARMA](/stocks/SUNPHARMA)[TATAPOWER](/stocks/TATAPOWER)[ADANIENSOL](/stocks/ADANIENSOL)[THERMAX](/stocks/THERMAX)OIL

Out, 6

MFSLIDBISUPREMEINDVOLTAS[IOC](/stocks/IOC)INDUSINDBK

Show 41 held

7.
          13 Mar 202647 names on the list

          In+6
Out−9
Held41
Turnover19%

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

          In, 6

LUPIN[GLENMARK](/stocks/GLENMARK)[COALINDIA](/stocks/COALINDIA)[BEL](/stocks/BEL)KEITVSMOTOR

Out, 9

WAAREEENERMUTHOOTFINOILSONACOMSAUBANKABCAPITAL[JSWSTEEL](/stocks/JSWSTEEL)[BSE](/stocks/BSE)AIAENG

Show 41 held

8. 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.
9.
          27 Feb 202650 names on the list

          In+9
Out−9
Held41
Turnover18%

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

          In, 9

[TORNTPOWER](/stocks/TORNTPOWER)[CGPOWER](/stocks/CGPOWER)ASTRALMFSLIDBISUPREMEIND[POWERGRID](/stocks/POWERGRID)VOLTASAJANTPHARM

Out, 9

BANKBARODA[TECHM](/stocks/TECHM)[COALINDIA](/stocks/COALINDIA)IDFCFIRSTBTVSMOTORSUNDARMFIN[HCLTECH](/stocks/HCLTECH)PAYTM[SBILIFE](/stocks/SBILIFE)

Show 41 held

10.
          13 Feb 202650 names on the list

          In+9
Out−6
Held41
Turnover18%

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

          In, 9

JINDALSTELWAAREEENERSONACOMS[PFC](/stocks/PFC)[ONGC](/stocks/ONGC)[JSWSTEEL](/stocks/JSWSTEEL)[IOC](/stocks/IOC)CUMMINSIND[NTPC](/stocks/NTPC)

Out, 6

PHOENIXLTDKEINMDCPNB[BHEL](/stocks/BHEL)NYKAA

Show 41 held

11.
          30 Jan 202647 names on the list

          In+7
Out−8
Held40
Turnover17%

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

          In, 7

[TATASTEEL](/stocks/TATASTEEL)[TECHM](/stocks/TECHM)[TORNTPHARM](/stocks/TORNTPHARM)OILSUNDARMFIN[HCLTECH](/stocks/HCLTECH)[BSE](/stocks/BSE)

Out, 8

CUMMINSINDHINDPETRO[ADANIENSOL](/stocks/ADANIENSOL)[BPCL](/stocks/BPCL)JSLGMRAIRPORT[GLENMARK](/stocks/GLENMARK)[UPL](/stocks/UPL)

Show 40 held

12.
          16 Jan 202648 names on the list

          In+6
Out−5
Held42
Turnover13%

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

          In, 6

[MAHABANK](/stocks/MAHABANK)[SAIL](/stocks/SAIL)[TITAN](/stocks/TITAN)INDUSINDBK[COALINDIA](/stocks/COALINDIA)PNB

Out, 5

[ASIANPAINT](/stocks/ASIANPAINT)MFSL[IOC](/stocks/IOC)[ADANIPOWER](/stocks/ADANIPOWER)[M&M](/stocks/MM)

Show 42 held

13.
          2 Jan 202647 names on the list

          In+7
Out−8
Held40
Turnover17%

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

          In, 7

HINDPETROKEINMDCJSL[GLENMARK](/stocks/GLENMARK)APLAPOLLO[UPL](/stocks/UPL)

Out, 8

[BSE](/stocks/BSE)COFORGESONACOMSPNBUNOMINDA[LT](/stocks/LT)[HCLTECH](/stocks/HCLTECH)[RELIANCE](/stocks/RELIANCE)

Show 40 held

14. 2025
15.
          19 Dec 202548 names on the list

          In+3
Out−3
Held45
Turnover6%

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

          In, 3

[HINDZINC](/stocks/HINDZINC)[HINDALCO](/stocks/HINDALCO)PHOENIXLTD

Out, 3

HINDPETRO[FORTIS](/stocks/FORTIS)MOTILALOFS

Show 45 held

16. 5 Dec 202548 names, **+7** **−11**, turnover 23%, fee ₹46Names
17. 21 Nov 202552 names, **+10** **−9**, turnover 19%, fee ₹38Names
18. 7 Nov 202551 names, **+10** **−4**, turnover 20%, fee ₹39Names
19. 24 Oct 202545 names, **+5** **−10**, turnover 22%, fee ₹44Names
20. 10 Oct 202550 names, **+9** **−8**, turnover 18%, fee ₹36Names
21. 26 Sep 202549 names, **+10** **−9**, turnover 20%, fee ₹41Names
22. 12 Sep 202548 names, **+9** **−6**, turnover 19%, fee ₹38Names
23. 29 Aug 202545 names, **+5** **−7**, turnover 16%, fee ₹31Names
24. 15 Aug 202547 names, **+9** **−10**, turnover 21%, fee ₹43Names
25. 1 Aug 202548 names, **+7** **−9**, turnover 19%, fee ₹38Names
26. 18 Jul 202550 names, **+10** **−9**, turnover 20%, fee ₹40Names
27. 4 Jul 202549 names, **+6** **−7**, turnover 14%, fee ₹29Names
28. 20 Jun 202550 names, **+7** **−12**, turnover 24%, fee ₹48Names
29. 6 Jun 202555 names, **+14** **−17**, turnover 31%, fee ₹62Names
30. 23 May 202558 names, **+16** **−9**, turnover 28%, fee ₹55Names
31. 9 May 202551 names, **+9** **−8**, turnover 18%, fee ₹35Names
32. 25 Apr 202550 names, **+8** **−11**, turnover 22%, fee ₹44Names
33. 11 Apr 202553 names, **+12** **−9**, turnover 23%, fee ₹45Names
34. 28 Mar 202550 names, **+10** **−8**, turnover 20%, fee ₹40Names
35. 14 Mar 202548 names, **+7** **−7**, turnover 15%, fee ₹29Names
36. 28 Feb 202548 names, **+8** **−12**, turnover 25%, fee ₹50Names
37. 14 Feb 202552 names, **+11** **−9**, turnover 21%, fee ₹42Names
38. 31 Jan 202550 names, **+10** **−8**, turnover 20%, fee ₹40Names
39. 17 Jan 202548 names, **+8** **−7**, turnover 17%, fee ₹33Names
40. 3 Jan 202547 names, **+2** **−7**, turnover 15%, fee ₹30Names
41. 2024
42. 20 Dec 202452 names, **+11** **−6**, turnover 21%, fee ₹42Names
43. 6 Dec 202447 names, **+6** **−4**, turnover 13%, fee ₹26Names
44. 22 Nov 202445 names, **+4** **−4**, turnover 9%, fee ₹18Names
45. 8 Nov 202445 names, **+6** **−4**, turnover 13%, fee ₹27Names
46. 25 Oct 202443 names, **+3** **−7**, turnover 16%, fee ₹33Names
47. 11 Oct 202447 names, **+7** **−8**, turnover 17%, fee ₹34Names
48. 27 Sep 202448 names, **+7** **−9**, turnover 19%, fee ₹38Names
49. 13 Sep 202450 names, **+9** **−7**, turnover 18%, fee ₹36Names
50. 30 Aug 202448 names, **+8** **−9**, turnover 19%, fee ₹38Names
51. 16 Aug 202449 names, **+9** **−8**, turnover 18%, fee ₹37Names
52. 2 Aug 202448 names, **+8** **−5**, turnover 17%, fee ₹33Names
53. 19 Jul 202445 names, **+5** **−8**, turnover 18%, fee ₹36Names
54. 5 Jul 202448 names, **+9** **−6**, turnover 19%, fee ₹38Names
55. 21 Jun 202445 names, **+5** **−10**, turnover 22%, fee ₹44Names
56. 7 Jun 202450 names, **+10** **−10**, turnover 20%, fee ₹40Names
57. 24 May 202450 names, **+10** **−4**, turnover 20%, fee ₹40Names
58. 10 May 202444 names, **+2** **−8**, turnover 18%, fee ₹36Names
59. 26 Apr 202450 names, **+10** **−7**, turnover 20%, fee ₹40Names
60. 12 Apr 202447 names, **+6** **−5**, turnover 13%, fee ₹26Names
61. 29 Mar 202446 names, **+6** **−3**, turnover 13%, fee ₹26Names
62. 15 Mar 202443 names, **+2** **−6**, turnover 14%, fee ₹28Names
63. 1 Mar 202447 names, **+7** **−11**, turnover 23%, fee ₹47Names
64. 16 Feb 202451 names, **+11** **−9**, turnover 22%, fee ₹43Names
65. 2 Feb 202449 names, **+8** **−5**, turnover 16%, fee ₹33Names
66. 19 Jan 202446 names, **+3** **−5**, turnover 11%, fee ₹22Names
67. 5 Jan 202448 names, **+8** **−11**, turnover 23%, fee ₹46Names
68. 2023
69. 22 Dec 202351 names, **+10** **−7**, turnover 20%, fee ₹39Names
70. 8 Dec 202348 names, **+8** **−9**, turnover 19%, fee ₹38Names
71. 24 Nov 202349 names, **+9** **−5**, turnover 18%, fee ₹37Names
72. 10 Nov 202345 names, **+2** **−3**, turnover 7%, fee ₹13Names
73. 27 Oct 202346 names, **+6** **−5**, turnover 13%, fee ₹26Names
74. 13 Oct 202345 names, **+5** **−7**, turnover 16%, fee ₹31Names
75. 29 Sep 202347 names, **+6** **−8**, turnover 17%, fee ₹34Names
76. 15 Sep 202349 names, **+7** **−9**, turnover 18%, fee ₹37Names
77. 1 Sep 202351 names, **+8** **−6**, turnover 16%, fee ₹31Names
78. 18 Aug 202349 names, **+8** **−7**, turnover 16%, fee ₹33Names
79. 4 Aug 202348 names, **+8** **−10**, turnover 21%, fee ₹42Names
80. 21 Jul 202350 names, **+8** **−11**, turnover 22%, fee ₹44Names
81. 7 Jul 202353 names, **+12** **−10**, turnover 23%, fee ₹45Names
82. 23 Jun 202351 names, **+9** **−8**, turnover 18%, fee ₹35Names
83. 9 Jun 202350 names, **+8** **−9**, turnover 18%, fee ₹36Names
84. 26 May 202351 names, **+11** **−14**, turnover 27%, fee ₹55Names
85. 12 May 202354 names, **+12** **−10**, turnover 22%, fee ₹44Names
86. 28 Apr 202352 names, **+12** **−6**, turnover 23%, fee ₹46Names
87. 14 Apr 202346 names, **+4** **−3**, turnover 9%, fee ₹17Names
88. 31 Mar 202345 names, **+5** **−5**, turnover 11%, fee ₹22Names
89. 17 Mar 202345 names, **+5** **−9**, turnover 20%, fee ₹40Names
90. 3 Mar 202349 names, **+9** **−8**, turnover 18%, fee ₹37Names
91. 17 Feb 202348 names, **+8** **−7**, turnover 17%, fee ₹33Names
92. 3 Feb 202347 names, **+6** **−5**, turnover 13%, fee ₹26Names
93. 20 Jan 202346 names, **+5** **−1**, turnover 11%, fee ₹22Names
94. 6 Jan 202342 names, **+1** **−5**, turnover 12%, fee ₹24Names
95. 2022
96. 23 Dec 202246 names, **+5** **−8**, turnover 17%, fee ₹35Names
97. 9 Dec 202249 names, **+9** **−5**, turnover 18%, fee ₹37Names
98. 25 Nov 202245 names, **+5** **−7**, turnover 16%, fee ₹31Names
99. 11 Nov 202247 names, **+7** **−8**, turnover 17%, fee ₹34Names
100. 28 Oct 202248 names, **+8** **−1**, turnover 17%, fee ₹33Names
101. 14 Oct 202241 names, **+0** **−7**, turnover 17%, fee ₹34Names
102. 30 Sep 202248 names, **+6** **−7**, turnover 15%, fee ₹29Names
103. 16 Sep 202249 names, **+8** **−10**, turnover 20%, fee ₹41Names
104. 2 Sep 202251 names, **+8** **−8**, turnover 16%, fee ₹31Names
105. 19 Aug 202251 names, **+9** **−8**, turnover 18%, fee ₹35Names
106. 5 Aug 202250 names, **+8** **−9**, turnover 18%, fee ₹36Names
107. 22 Jul 202251 names, **+11** **−10**, turnover 22%, fee ₹43Names
108. 8 Jul 202250 names, **+10** **−6**, turnover 20%, fee ₹40Names
109. 24 Jun 202246 names, **+3** **−7**, turnover 15%, fee ₹30Names
110. 10 Jun 202250 names, **+9** **−10**, turnover 20%, fee ₹40Names
111. 27 May 202251 names, **+9** **−6**, turnover 18%, fee ₹35Names
112. 13 May 202248 names, **+5** **−10**, turnover 21%, fee ₹42Names
113. 29 Apr 202253 names, **+12** **−6**, turnover 23%, fee ₹45Names
114. 15 Apr 202247 names, **+7** **−10**, turnover 21%, fee ₹43Names
115. 1 Apr 202250 names, **+9** **−4**, turnover 18%, fee ₹36Names
116. 18 Mar 202245 names, **+4** **−4**, turnover 9%, fee ₹18Names
117. 4 Mar 202245 names, **+3** **−3**, turnover 7%, fee ₹13Names
118. 18 Feb 202245 names, **+4** **−5**, turnover 11%, fee ₹22Names
119. 4 Feb 202246 names, **+4** **−10**, turnover 22%, fee ₹43Names
120. 21 Jan 202252 names, **+11** **−3**, turnover 21%, fee ₹42Names
121. 7 Jan 202244 names, **+4** **−4**, turnover 9%, fee ₹18Names
122. 2021
123. 24 Dec 202144 names, **+4** **−4**, turnover 9%, fee ₹18Names
124. 10 Dec 202144 names, **+3** **−10**, turnover 23%, fee ₹45Names
125. 26 Nov 202151 names, **+10** **−5**, turnover 20%, fee ₹39Names
126. 12 Nov 202146 names, **+4** **−6**, turnover 13%, fee ₹26Names
127. 29 Oct 202148 names, **+7** **−7**, turnover 15%, fee ₹29Names
128. 15 Oct 202148 names, **+8** **−13**, turnover 27%, fee ₹54Names
129. 1 Oct 202153 names, **+13** **−7**, turnover 25%, fee ₹49Names
130. 17 Sep 202147 names, **+7** **−8**, turnover 17%, fee ₹34Names
131. 3 Sep 202148 names, **+8** **−7**, turnover 17%, fee ₹33Names
132. 20 Aug 202147 names, **+6** **−6**, turnover 13%, fee ₹26Names
133. 6 Aug 202147 names, **+6** **−6**, turnover 13%, fee ₹26Names
134. 23 Jul 202147 names, **+7** **−4**, turnover 15%, fee ₹30Names
135. 9 Jul 202144 names, **+3** **−8**, turnover 18%, fee ₹36Names
136. 25 Jun 202149 names, **+8** **−6**, turnover 16%, fee ₹33Names
137. 11 Jun 202147 names, **+7** **−8**, turnover 17%, fee ₹34Names
138. 28 May 202148 names, **+8** **−0**, turnover 17%, fee ₹33Names
139. 14 May 202140 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.

            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.

1. 24 Oct 2025Financial Services +12Up
2. 15 Aug 2025Automobile and Auto Components +11Up
3. 16 Aug 2024Healthcare +10Up
4. 17 Mar 2023Financial Services −10Down
5. 22 Jul 2022Financial Services +12Up

            05Documents

## The record, to reuse.

              * [CSV, every listCC BY 4.0](/data/rebalances/large-midcap.csv)

              * [JSON, this page's data132 cycles](/instiv2/data/rebalances/large-midcap.json)

              * [Large Midcap strategy pagefactsheet](/strategies/large-midcap)

              * [All 18 historieshub](/rebalance/)

            Same family, Large and mid

* [Large Mid Hybrid](/rebalance/large-mid-hybrid/)
* [Large Mid Multi Asset](/rebalance/largemid-multi-asset/)
* [5Paisa Focused Alpha 5](/rebalance/5paisa-focused-alpha-5/)

        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)
* [Head to headCompare Midcap Smallcap with Large MidcapTwo model curves, every risk figure](/strategies/compare/midcap-smallcap-vs-large-midcap)

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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](/data/rebalances/large-midcap.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 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.

        [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=large-midcap)
        [Large Midcap factsheet](/strategies/factsheets/large-midcap)

      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.