Rebalance record, Large
Data as of
Large Cap Multi Asset rebalance history
Large Cap Multi Asset rebalance history is the record of every published model rebalance since 14 May 2021: 86 cycles with the names in and out. Record to 8 May 2026.
- Published rebalances
- 86since 14 May 2021
- Cadence
- Every 4 weeksabout 13 a year
- Latest published
- 8 May 202622 names on the list
- Average turnover
- 25%of the list, cycles with changes
Share of the list that changed, model record. Highest 50%.
01The latest cycle
8 May 2026: 11 out, 11 in, 11 held.
Only what changes is traded and charged. Tap a name to change it yourself.
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 Cap Multi Asset became about ₹315 in the model
Large Cap Multi Asset fell at most 18.2% below its model high, month end to month end
02Every rebalance
86 published rebalances, newest first.
The newest 12 with their names; older cycles below, 12 at a time.
Turnover of the last 12 Large Cap Multi Asset rebalances, highest 50% on 8 May 2026
86 rebalances
- 2026
-
22 names on the list
- In
- +11
- Out
- −11
- Held
- 11
- Turnover
- 50%
On ₹1,00,000 at equal weight this cycle traded about ₹50,000, fee ₹100 at 0.2%.
-
22 names on the list
- In
- +0
- Out
- −0
- Held
- 22
- Turnover
- 0%
Nothing changed, so nothing was traded and nothing was charged.
-
22 names on the list
- In
- +6
- Out
- −6
- Held
- 16
- Turnover
- 27%
On ₹1,00,000 at equal weight this cycle traded about ₹27,273, fee ₹55 at 0.2%.
In, 6
-
22 names on the list
- In
- +0
- Out
- −0
- Held
- 22
- Turnover
- 0%
Nothing changed, so nothing was traded and nothing was charged.
-
22 names on the list
- In
- +4
- Out
- −4
- Held
- 18
- Turnover
- 18%
On ₹1,00,000 at equal weight this cycle traded about ₹18,182, fee ₹36 at 0.2%.
-
22 names on the list
- In
- +0
- Out
- −0
- Held
- 22
- Turnover
- 0%
Nothing changed, so nothing was traded and nothing was charged.
Average turnover by year, highest in 2025 at 34%
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. -
22 names on the list
- In
- +8
- Out
- −8
- Held
- 14
- Turnover
- 36%
On ₹1,00,000 at equal weight this cycle traded about ₹36,364, fee ₹73 at 0.2%.
Out, 8
-
22 names on the list
- In
- +0
- Out
- −0
- Held
- 22
- Turnover
- 0%
Nothing changed, so nothing was traded and nothing was charged.
-
22 names on the list
- In
- +6
- Out
- −6
- Held
- 16
- Turnover
- 27%
On ₹1,00,000 at equal weight this cycle traded about ₹27,273, fee ₹55 at 0.2%.
In, 6
-
22 names on the list
- In
- +0
- Out
- −0
- Held
- 22
- Turnover
- 0%
Nothing changed, so nothing was traded and nothing was charged.
- 2025
-
22 names on the list
- In
- +5
- Out
- −5
- Held
- 17
- Turnover
- 23%
On ₹1,00,000 at equal weight this cycle traded about ₹22,727, fee ₹45 at 0.2%.
Out, 5
-
22 names on the list
- In
- +0
- Out
- −0
- Held
- 22
- Turnover
- 0%
Nothing changed, so nothing was traded and nothing was charged.
- 22 names, +7 −7, turnover 32%, fee ₹64
- 22 names, +0 −0, turnover 0%, fee ₹0
- 22 names, +7 −7, turnover 32%, fee ₹64
- 22 names, +0 −0, turnover 0%, fee ₹0
- 22 names, +9 −9, turnover 41%, fee ₹82
- 22 names, +0 −0, turnover 0%, fee ₹0
- 22 names, +10 −10, turnover 45%, fee ₹91
- 22 names, +0 −0, turnover 0%, fee ₹0
- 22 names, +7 −7, turnover 32%, fee ₹64
- 22 names, +0 −0, turnover 0%, fee ₹0
- 22 names, +5 −5, turnover 23%, fee ₹45
- 22 names, +0 −0, turnover 0%, fee ₹0
- 22 names, +10 −10, turnover 45%, fee ₹91
- 22 names, +0 −0, turnover 0%, fee ₹0
- 22 names, +6 −6, turnover 27%, fee ₹55
- 22 names, +0 −0, turnover 0%, fee ₹0
- 22 names, +10 −10, turnover 45%, fee ₹91
- 22 names, +0 −0, turnover 0%, fee ₹0
- 22 names, +8 −8, turnover 36%, fee ₹73
- 22 names, +0 −0, turnover 0%, fee ₹0
- 22 names, +7 −7, turnover 32%, fee ₹64
- 22 names, +0 −0, turnover 0%, fee ₹0
- 22 names, +5 −5, turnover 23%, fee ₹45
- 22 names, +0 −0, turnover 0%, fee ₹0
- 2024
- 22 names, +5 −5, turnover 23%, fee ₹45
- 22 names, +0 −0, turnover 0%, fee ₹0
- 22 names, +7 −7, turnover 32%, fee ₹64
- 22 names, +1 −6, turnover 27%, fee ₹55
- 27 names, +3 −5, turnover 19%, fee ₹37
- 29 names, +7 −5, turnover 24%, fee ₹48
- 27 names, +5 −6, turnover 22%, fee ₹44
- 28 names, +5 −2, turnover 18%, fee ₹36
- 25 names, +2 −6, turnover 24%, fee ₹48
- 29 names, +7 −6, turnover 24%, fee ₹48
- 28 names, +6 −4, turnover 21%, fee ₹43
- 26 names, +5 −1, turnover 19%, fee ₹38
- 22 names, +1 −7, turnover 32%, fee ₹64
- 28 names, +7 −3, turnover 25%, fee ₹50
- 24 names, +2 −6, turnover 25%, fee ₹50
- 2023
- 28 names, +6 −3, turnover 21%, fee ₹43
- 25 names, +4 −2, turnover 16%, fee ₹32
- 23 names, +1 −6, turnover 26%, fee ₹52
- 28 names, +4 −4, turnover 14%, fee ₹29
- 28 names, +5 −5, turnover 18%, fee ₹36
- 28 names, +7 −7, turnover 25%, fee ₹50
- 28 names, +6 −4, turnover 21%, fee ₹43
- 26 names, +5 −8, turnover 31%, fee ₹62
- 29 names, +7 −4, turnover 24%, fee ₹48
- 26 names, +5 −7, turnover 27%, fee ₹54
- 28 names, +7 −7, turnover 25%, fee ₹50
- 28 names, +5 −3, turnover 18%, fee ₹36
- 26 names, +5 −5, turnover 19%, fee ₹38
- 2022
- 26 names, +4 −4, turnover 15%, fee ₹31
- 26 names, +5 −3, turnover 19%, fee ₹38
- 24 names, +2 −2, turnover 8%, fee ₹17
- 24 names, +1 −5, turnover 21%, fee ₹42
- 28 names, +7 −4, turnover 25%, fee ₹50
- 25 names, +4 −7, turnover 28%, fee ₹56
- 28 names, +6 −6, turnover 21%, fee ₹43
- 28 names, +7 −6, turnover 25%, fee ₹50
- 27 names, +5 −5, turnover 19%, fee ₹37
- 27 names, +5 −6, turnover 22%, fee ₹44
- 28 names, +6 −5, turnover 21%, fee ₹43
- 27 names, +5 −6, turnover 22%, fee ₹44
- 28 names, +5 −3, turnover 18%, fee ₹36
- 2021
- 26 names, +4 −5, turnover 19%, fee ₹38
- 27 names, +5 −5, turnover 19%, fee ₹37
- 27 names, +5 −8, turnover 30%, fee ₹59
- 30 names, +7 −4, turnover 23%, fee ₹47
- 27 names, +4 −4, turnover 15%, fee ₹30
- 27 names, +5 −4, turnover 19%, fee ₹37
- 26 names, +3 −1, turnover 12%, fee ₹23
- 24 names, +3 −0, turnover 13%, fee ₹25
- 21 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.
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.
- Financial Services
- Metals & Mining
- Power
- Capital Goods
- Automobile and Auto Components
- Healthcare
- Consumer Services
- Oil, Gas & Consumable Fuels
- Other
New names entering Large Cap Multi Asset each year, most in 2025
04Sector shifts
Moves of 10 points or more.
28 such shifts in 86 rebalances; the latest six.
- Capital Goods +15, Financial Services −10Up
- Power +15Up
- Metals & Mining +10Up
- Information Technology −10Down
- Information Technology +10Up
- Financial Services −10, Consumer Durables +10Down
05Documents
The record, to reuse.
- CSV, every listCC BY 4.0
- JSON, this page's data86 cycles
- Large Cap Multi Asset strategy pagefactsheet
- All 18 historieshub
Same family, Large
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.
New to RupeeCase? Getting started See the terminal
07Questions
Large Cap Multi Asset rebalances, in plain words
How often does Large Cap Multi Asset rebalance?
Every 4 weeks on the published schedule, about 13 times a year. The record holds 86 published rebalances from 14 May 2021 to 8 May 2026; on 66 of them at least one name changed, with an average turnover of 25% 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 25% of the list trades about ₹24,700 and costs about ₹49. 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 Cap Multi Asset.
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.