---
title: "Large Cap Multi Asset Rebalance History | 86 Cycles |"
description: "Every published model rebalance of Large Cap Multi Asset since 14 May 2021: 86 cycles with names in, out and held, turnover and a 0.2% fee illustration."
source_url: "https://www.rupeecase.com/rebalance/largecap-multi-asset/"
---

Rebalance record, Large

        Data as of 8 May 2026

# 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 rebalances86since 14 May 2021

          CadenceEvery 4 weeksabout 13 a year

          Latest published8 May 202622 names on the list

          Average turnover25%of the list, cycles with changes

          [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=largecap-multi-asset)
          [Large Cap Multi Asset strategy page](/strategies/largecap-multi-asset)

        [Download the record as CSV](/data/rebalances/largecap-multi-asset.csv)

        **Turnover at each rebalance**Jun 2021 to 8 May 2026, 85 cyclesShare 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.

          **ADANIGREEN**in**ADANIENT**in**VBL**in**SIEMENS**in**CGPOWER**in**NESTLEIND**in**ADANIPORTS**in**ENRIN**in**LODHA**in**HAL**in**HINDZINC**in**ADANIPOWER**held**ADANIENSOL**held**VEDL**held**HINDALCO**held**TATAPOWER**held**PFC**held**TATASTEEL**held**NTPC**held**SHRIRAMFIN**held**GOLDBEES**held**LIQUIDCASE**held

            Names changed**11 of 22**

            Value traded**₹50,000****

            Fee, 0.2%**₹100**

          Replay 8 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 Cap Multi Asset became about ₹315 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 Cap Multi Asset fell at most 18.2% 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 Cap Multi Asset −18.2% 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

## 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

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

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

        86 rebalances

1. 2026
2.
          8 May 202622 names on the list

          In+11
Out−11
Held11
Turnover50%

          On ₹1,00,000 at equal weight this cycle traded about **₹50,000**, fee **₹100** at 0.2%.

          In, 11

[ADANIGREEN](/stocks/ADANIGREEN)[ADANIENT](/stocks/ADANIENT)[VBL](/stocks/VBL)[SIEMENS](/stocks/SIEMENS)[CGPOWER](/stocks/CGPOWER)[NESTLEIND](/stocks/NESTLEIND)[ADANIPORTS](/stocks/ADANIPORTS)[ENRIN](/stocks/ENRIN)[LODHA](/stocks/LODHA)[HAL](/stocks/HAL)[HINDZINC](/stocks/HINDZINC)

Out, 11

UNIONBANK[COALINDIA](/stocks/COALINDIA)CUMMINSIND[ONGC](/stocks/ONGC)[SBIN](/stocks/SBIN)DMARTJINDALSTEL[TORNTPHARM](/stocks/TORNTPHARM)[TITAN](/stocks/TITAN)[POWERGRID](/stocks/POWERGRID)TVSMOTOR

Show 11 held

3.
          1 May 202622 names on the list

          In+0
Out−0
Held22
Turnover0%

          Nothing changed, so nothing was traded and nothing was charged.

          Show 22 held

4.
          10 Apr 202622 names on the list

          In+6
Out−6
Held16
Turnover27%

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

          In, 6

[ADANIPOWER](/stocks/ADANIPOWER)UNIONBANKCUMMINSINDDMART[ADANIENSOL](/stocks/ADANIENSOL)[TATAPOWER](/stocks/TATAPOWER)

Out, 6

[HINDZINC](/stocks/HINDZINC)[CGPOWER](/stocks/CGPOWER)[MOTHERSON](/stocks/MOTHERSON)CANBK[BEL](/stocks/BEL)BANKBARODA

Show 16 held

5.
          3 Apr 202622 names on the list

          In+0
Out−0
Held22
Turnover0%

          Nothing changed, so nothing was traded and nothing was charged.

          Show 22 held

6.
          13 Mar 202622 names on the list

          In+4
Out−4
Held18
Turnover18%

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

          In, 4

[CGPOWER](/stocks/CGPOWER)[COALINDIA](/stocks/COALINDIA)[POWERGRID](/stocks/POWERGRID)BANKBARODA

Out, 4

[JSWSTEEL](/stocks/JSWSTEEL)[IOC](/stocks/IOC)[AXISBANK](/stocks/AXISBANK)[BPCL](/stocks/BPCL)

Show 18 held

7.
          6 Mar 202622 names on the list

          In+0
Out−0
Held22
Turnover0%

          Nothing changed, so nothing was traded and nothing was charged.

          Show 22 held

8. 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.
9.
          13 Feb 202622 names on the list

          In+8
Out−8
Held14
Turnover36%

          On ₹1,00,000 at equal weight this cycle traded about **₹36,364**, fee **₹73** at 0.2%.

          In, 8

JINDALSTEL[PFC](/stocks/PFC)[ONGC](/stocks/ONGC)[JSWSTEEL](/stocks/JSWSTEEL)[IOC](/stocks/IOC)[NTPC](/stocks/NTPC)[BEL](/stocks/BEL)[AXISBANK](/stocks/AXISBANK)

Out, 8

BANKBARODA[COALINDIA](/stocks/COALINDIA)PNB[SBILIFE](/stocks/SBILIFE)[M&M](/stocks/MM)[LT](/stocks/LT)GODREJCP[ADANIPOWER](/stocks/ADANIPOWER)

Show 14 held

10.
          6 Feb 202622 names on the list

          In+0
Out−0
Held22
Turnover0%

          Nothing changed, so nothing was traded and nothing was charged.

          Show 22 held

11.
          16 Jan 202622 names on the list

          In+6
Out−6
Held16
Turnover27%

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

          In, 6

[TITAN](/stocks/TITAN)[COALINDIA](/stocks/COALINDIA)PNB[TORNTPHARM](/stocks/TORNTPHARM)[TATASTEEL](/stocks/TATASTEEL)GODREJCP

Out, 6

[ASIANPAINT](/stocks/ASIANPAINT)[ADANIENSOL](/stocks/ADANIENSOL)[IOC](/stocks/IOC)[HCLTECH](/stocks/HCLTECH)[RELIANCE](/stocks/RELIANCE)[TECHM](/stocks/TECHM)

Show 16 held

12.
          9 Jan 202622 names on the list

          In+0
Out−0
Held22
Turnover0%

          Nothing changed, so nothing was traded and nothing was charged.

          Show 22 held

13. 2025
14.
          19 Dec 202522 names on the list

          In+5
Out−5
Held17
Turnover23%

          On ₹1,00,000 at equal weight this cycle traded about **₹22,727**, fee **₹45** at 0.2%.

          In, 5

[HINDZINC](/stocks/HINDZINC)[MOTHERSON](/stocks/MOTHERSON)[HCLTECH](/stocks/HCLTECH)[RELIANCE](/stocks/RELIANCE)[TECHM](/stocks/TECHM)

Out, 5

PNB[BEL](/stocks/BEL)[BHARTIARTL](/stocks/BHARTIARTL)[TITAN](/stocks/TITAN)[JSWSTEEL](/stocks/JSWSTEEL)

Show 17 held

15.
          12 Dec 202522 names on the list

          In+0
Out−0
Held22
Turnover0%

          Nothing changed, so nothing was traded and nothing was charged.

          Show 22 held

16. 21 Nov 202522 names, **+7** **−7**, turnover 32%, fee ₹64Names
17. 14 Nov 202522 names, **+0** **−0**, turnover 0%, fee ₹0Names
18. 24 Oct 202522 names, **+7** **−7**, turnover 32%, fee ₹64Names
19. 17 Oct 202522 names, **+0** **−0**, turnover 0%, fee ₹0Names
20. 26 Sep 202522 names, **+9** **−9**, turnover 41%, fee ₹82Names
21. 19 Sep 202522 names, **+0** **−0**, turnover 0%, fee ₹0Names
22. 29 Aug 202522 names, **+10** **−10**, turnover 45%, fee ₹91Names
23. 22 Aug 202522 names, **+0** **−0**, turnover 0%, fee ₹0Names
24. 1 Aug 202522 names, **+7** **−7**, turnover 32%, fee ₹64Names
25. 25 Jul 202522 names, **+0** **−0**, turnover 0%, fee ₹0Names
26. 4 Jul 202522 names, **+5** **−5**, turnover 23%, fee ₹45Names
27. 27 Jun 202522 names, **+0** **−0**, turnover 0%, fee ₹0Names
28. 6 Jun 202522 names, **+10** **−10**, turnover 45%, fee ₹91Names
29. 30 May 202522 names, **+0** **−0**, turnover 0%, fee ₹0Names
30. 9 May 202522 names, **+6** **−6**, turnover 27%, fee ₹55Names
31. 2 May 202522 names, **+0** **−0**, turnover 0%, fee ₹0Names
32. 11 Apr 202522 names, **+10** **−10**, turnover 45%, fee ₹91Names
33. 4 Apr 202522 names, **+0** **−0**, turnover 0%, fee ₹0Names
34. 14 Mar 202522 names, **+8** **−8**, turnover 36%, fee ₹73Names
35. 7 Mar 202522 names, **+0** **−0**, turnover 0%, fee ₹0Names
36. 14 Feb 202522 names, **+7** **−7**, turnover 32%, fee ₹64Names
37. 7 Feb 202522 names, **+0** **−0**, turnover 0%, fee ₹0Names
38. 17 Jan 202522 names, **+5** **−5**, turnover 23%, fee ₹45Names
39. 10 Jan 202522 names, **+0** **−0**, turnover 0%, fee ₹0Names
40. 2024
41. 20 Dec 202422 names, **+5** **−5**, turnover 23%, fee ₹45Names
42. 13 Dec 202422 names, **+0** **−0**, turnover 0%, fee ₹0Names
43. 22 Nov 202422 names, **+7** **−7**, turnover 32%, fee ₹64Names
44. 15 Nov 202422 names, **+1** **−6**, turnover 27%, fee ₹55Names
45. 25 Oct 202427 names, **+3** **−5**, turnover 19%, fee ₹37Names
46. 27 Sep 202429 names, **+7** **−5**, turnover 24%, fee ₹48Names
47. 30 Aug 202427 names, **+5** **−6**, turnover 22%, fee ₹44Names
48. 2 Aug 202428 names, **+5** **−2**, turnover 18%, fee ₹36Names
49. 5 Jul 202425 names, **+2** **−6**, turnover 24%, fee ₹48Names
50. 7 Jun 202429 names, **+7** **−6**, turnover 24%, fee ₹48Names
51. 10 May 202428 names, **+6** **−4**, turnover 21%, fee ₹43Names
52. 12 Apr 202426 names, **+5** **−1**, turnover 19%, fee ₹38Names
53. 15 Mar 202422 names, **+1** **−7**, turnover 32%, fee ₹64Names
54. 16 Feb 202428 names, **+7** **−3**, turnover 25%, fee ₹50Names
55. 19 Jan 202424 names, **+2** **−6**, turnover 25%, fee ₹50Names
56. 2023
57. 22 Dec 202328 names, **+6** **−3**, turnover 21%, fee ₹43Names
58. 24 Nov 202325 names, **+4** **−2**, turnover 16%, fee ₹32Names
59. 27 Oct 202323 names, **+1** **−6**, turnover 26%, fee ₹52Names
60. 29 Sep 202328 names, **+4** **−4**, turnover 14%, fee ₹29Names
61. 1 Sep 202328 names, **+5** **−5**, turnover 18%, fee ₹36Names
62. 4 Aug 202328 names, **+7** **−7**, turnover 25%, fee ₹50Names
63. 7 Jul 202328 names, **+6** **−4**, turnover 21%, fee ₹43Names
64. 9 Jun 202326 names, **+5** **−8**, turnover 31%, fee ₹62Names
65. 12 May 202329 names, **+7** **−4**, turnover 24%, fee ₹48Names
66. 14 Apr 202326 names, **+5** **−7**, turnover 27%, fee ₹54Names
67. 17 Mar 202328 names, **+7** **−7**, turnover 25%, fee ₹50Names
68. 17 Feb 202328 names, **+5** **−3**, turnover 18%, fee ₹36Names
69. 20 Jan 202326 names, **+5** **−5**, turnover 19%, fee ₹38Names
70. 2022
71. 23 Dec 202226 names, **+4** **−4**, turnover 15%, fee ₹31Names
72. 25 Nov 202226 names, **+5** **−3**, turnover 19%, fee ₹38Names
73. 28 Oct 202224 names, **+2** **−2**, turnover 8%, fee ₹17Names
74. 30 Sep 202224 names, **+1** **−5**, turnover 21%, fee ₹42Names
75. 2 Sep 202228 names, **+7** **−4**, turnover 25%, fee ₹50Names
76. 5 Aug 202225 names, **+4** **−7**, turnover 28%, fee ₹56Names
77. 8 Jul 202228 names, **+6** **−6**, turnover 21%, fee ₹43Names
78. 10 Jun 202228 names, **+7** **−6**, turnover 25%, fee ₹50Names
79. 13 May 202227 names, **+5** **−5**, turnover 19%, fee ₹37Names
80. 15 Apr 202227 names, **+5** **−6**, turnover 22%, fee ₹44Names
81. 18 Mar 202228 names, **+6** **−5**, turnover 21%, fee ₹43Names
82. 18 Feb 202227 names, **+5** **−6**, turnover 22%, fee ₹44Names
83. 21 Jan 202228 names, **+5** **−3**, turnover 18%, fee ₹36Names
84. 2021
85. 24 Dec 202126 names, **+4** **−5**, turnover 19%, fee ₹38Names
86. 26 Nov 202127 names, **+5** **−5**, turnover 19%, fee ₹37Names
87. 29 Oct 202127 names, **+5** **−8**, turnover 30%, fee ₹59Names
88. 1 Oct 202130 names, **+7** **−4**, turnover 23%, fee ₹47Names
89. 3 Sep 202127 names, **+4** **−4**, turnover 15%, fee ₹30Names
90. 6 Aug 202127 names, **+5** **−4**, turnover 19%, fee ₹37Names
91. 9 Jul 202126 names, **+3** **−1**, turnover 12%, fee ₹23Names
92. 11 Jun 202124 names, **+3** **−0**, turnover 13%, fee ₹25Names
93. 14 May 202121 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
* 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

Names added across all rebalances in each calendar year (2021: 8 rebalances, 2022: 13 rebalances, 2023: 13 rebalances, 2024: 15 rebalances, 2025: 26 rebalances, 2026: 10 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.
28 such shifts in 86 rebalances; the latest six.

1. 8 May 2026Capital Goods +15, Financial Services −10Up
2. 10 Apr 2026Power +15Up
3. 13 Feb 2026Metals & Mining +10Up
4. 16 Jan 2026Information Technology −10Down
5. 19 Dec 2025Information Technology +10Up
6. 21 Nov 2025Financial Services −10, Consumer Durables +10Down

            05Documents

## The record, to reuse.

              * [CSV, every listCC BY 4.0](/data/rebalances/largecap-multi-asset.csv)

              * [JSON, this page's data86 cycles](/instiv2/data/rebalances/largecap-multi-asset.json)

              * [Large Cap Multi Asset strategy pagefactsheet](/strategies/largecap-multi-asset)

              * [All 18 historieshub](/rebalance/)

            Same family, Large

* [Focused Largecap 20](/rebalance/focused-largecap-20/)
* [Largecap Hybrid](/rebalance/largecap-hybrid/)
* [Nifty 50 Equal Weight](/rebalance/nifty-50-equal-weight/)

        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.

* [SectorMetals & Mining stocksNSE sector across the 18 index algos](/sectors/metals-mining)
* [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 Focused Largecap 20 with Large Cap Multi AssetTwo model curves, every risk figure](/strategies/compare/focused-largecap-20-vs-largecap-multi-asset)

      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](/getting-started) [See the terminal](/terminal)

        [Sign up for RupeeCase](https://invest.rupeecase.com/signup)
        [Join the WhatsApp group](https://forms.gle/C6HMtM1Z2GfeocQV7)

      [One form, one group](https://forms.gle/C6HMtM1Z2GfeocQV7)Scan with your phone camera

      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](/data/rebalances/largecap-multi-asset.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 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.

        [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=largecap-multi-asset)
        [Large Cap Multi Asset factsheet](/strategies/factsheets/largecap-multi-asset)

      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.