Rebalance record, Large and mid

Data as of 8 May 2026

Large Mid Multi Asset rebalance history

Large Mid Multi Asset 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 202642 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 43%.

Elliptical orbits of small lit dots around a soft core, one arc traced in teal

01The latest cycle

8 May 2026: 15 out, 15 in, 27 held.

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

And 18 more names held, unchanged.

Names changed15 of 42

Value traded₹35,714

Fee, 0.2%₹71

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 Multi Asset became about ₹471 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 Multi Asset fell at most 16.9% 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 Multi Asset −16.9% 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 Multi Asset rebalances, highest 36% 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 202642 names on the list

In
+15
Out
−15
Held
27
Turnover
36%

On ₹1,00,000 at equal weight this cycle traded about ₹35,714, fee ₹71 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 202642 names on the list

In
+0
Out
−0
Held
42
Turnover
0%

Nothing changed, so nothing was traded and nothing was charged.
24 Apr 202642 names on the list

In
+14
Out
−14
Held
28
Turnover
33%

On ₹1,00,000 at equal weight this cycle traded about ₹33,333, fee ₹67 at 0.2%.

In, 14
ADANIGREEN BHEL SUZLONNIACLNTPCGREEN SIEMENSOBEROIRLTYHINDZINC NAM-INDIA CGPOWERAUBANKNMDCTATAINVESTRADICO
Out, 14
WAAREEENERLUPINCOALINDIACUMMINSINDONGC SBIN NTPC TORNTPHARM GLENMARKAPLAPOLLOASHOKLEYOILPOWERGRIDBANKINDIA
17 Apr 202642 names on the list

In
+0
Out
−0
Held
42
Turnover
0%

Nothing changed, so nothing was traded and nothing was charged.
10 Apr 202642 names on the list

In
+7
Out
−7
Held
35
Turnover
17%

On ₹1,00,000 at equal weight this cycle traded about ₹16,667, fee ₹33 at 0.2%.

In, 7
LLOYDSME MCXWAAREEENERDMARTLAURUSLABS NLCINDIA BSE
Out, 7
ASTRALAJANTPHARMCGPOWERIPCALABSUNPHARMA TATAPOWER IDEA
3 Apr 202642 names on the list

In
+0
Out
−0
Held
42
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 202642 names on the list

In
+10
Out
−10
Held
32
Turnover
24%

On ₹1,00,000 at equal weight this cycle traded about ₹23,810, fee ₹48 at 0.2%.

In, 10
AUROPHARMA PREMIERENE ADANIPOWERIPCALABSUNPHARMA TATAPOWER PFC ADANIENSOL THERMAXOIL
Out, 10
HINDZINCM&MFINMOTHERSONCANBKBELLTFTORNTPOWERINDUSTOWERKEITVSMOTOR
20 Mar 202642 names on the list

In
+0
Out
−0
Held
42
Turnover
0%

Nothing changed, so nothing was traded and nothing was charged.
13 Mar 202642 names on the list

In
+7
Out
−7
Held
35
Turnover
17%

On ₹1,00,000 at equal weight this cycle traded about ₹16,667, fee ₹33 at 0.2%.

In, 7
LUPINGLENMARK COALINDIACANBKBELKEITVSMOTOR
Out, 7
MFSLIDBISUPREMEINDVOLTASIOC PFCINDUSINDBK
6 Mar 202642 names on the list

In
+0
Out
−0
Held
42
Turnover
0%

Nothing changed, so nothing was traded and nothing was charged.
27 Feb 202642 names on the list

In
+10
Out
−10
Held
32
Turnover
24%

On ₹1,00,000 at equal weight this cycle traded about ₹23,810, fee ₹48 at 0.2%.

In, 10
TORNTPOWER CGPOWERASTRALMFSLIDBISUPREMEINDPOWERGRIDVOLTASAJANTPHARMTITAN
Out, 10
WAAREEENERMUTHOOTFINOILSONACOMSAUBANKABCAPITALCANBKJSWSTEEL BSEAIAENG
20 Feb 202642 names on the list

In
+0
Out
−0
Held
42
Turnover
0%

Nothing changed, so nothing was traded and nothing was charged.
13 Feb 202642 names, +10 −10, turnover 24%, fee ₹48
6 Feb 202642 names, +0 −0, turnover 0%, fee ₹0
30 Jan 202642 names, +7 −7, turnover 17%, fee ₹33
23 Jan 202642 names, +0 −0, turnover 0%, fee ₹0
16 Jan 202642 names, +8 −8, turnover 19%, fee ₹38
9 Jan 202642 names, +0 −0, turnover 0%, fee ₹0
2 Jan 202642 names, +7 −7, turnover 17%, fee ₹33
2025
26 Dec 202542 names, +0 −0, turnover 0%, fee ₹0
19 Dec 202542 names, +8 −8, turnover 19%, fee ₹38
12 Dec 202542 names, +0 −0, turnover 0%, fee ₹0
5 Dec 202542 names, +8 −8, turnover 19%, fee ₹38
28 Nov 202542 names, +0 −0, turnover 0%, fee ₹0
21 Nov 202542 names, +12 −12, turnover 29%, fee ₹57
14 Nov 202542 names, +0 −0, turnover 0%, fee ₹0
7 Nov 202542 names, +11 −11, turnover 26%, fee ₹52
31 Oct 202542 names, +0 −0, turnover 0%, fee ₹0
24 Oct 202542 names, +5 −5, turnover 12%, fee ₹24
17 Oct 202542 names, +0 −0, turnover 0%, fee ₹0
10 Oct 202542 names, +10 −10, turnover 24%, fee ₹48
3 Oct 202542 names, +0 −0, turnover 0%, fee ₹0
26 Sep 202542 names, +10 −9, turnover 24%, fee ₹48
19 Sep 202541 names, +0 −0, turnover 0%, fee ₹0
12 Sep 202541 names, +9 −9, turnover 22%, fee ₹44
5 Sep 202541 names, +0 −0, turnover 0%, fee ₹0
29 Aug 202541 names, +5 −6, turnover 15%, fee ₹29
22 Aug 202542 names, +0 −0, turnover 0%, fee ₹0
15 Aug 202542 names, +9 −7, turnover 21%, fee ₹43
8 Aug 202540 names, +0 −0, turnover 0%, fee ₹0
1 Aug 202540 names, +8 −10, turnover 25%, fee ₹50
25 Jul 202542 names, +0 −0, turnover 0%, fee ₹0
18 Jul 202542 names, +10 −10, turnover 24%, fee ₹48
11 Jul 202542 names, +0 −0, turnover 0%, fee ₹0
4 Jul 202542 names, +9 −9, turnover 21%, fee ₹43
27 Jun 202542 names, +0 −0, turnover 0%, fee ₹0
20 Jun 202542 names, +10 −10, turnover 24%, fee ₹48
13 Jun 202542 names, +0 −0, turnover 0%, fee ₹0
6 Jun 202542 names, +15 −15, turnover 36%, fee ₹71
30 May 202542 names, +0 −0, turnover 0%, fee ₹0
23 May 202542 names, +18 −18, turnover 43%, fee ₹86
16 May 202542 names, +0 −0, turnover 0%, fee ₹0
9 May 202542 names, +11 −11, turnover 26%, fee ₹52
2 May 202542 names, +0 −0, turnover 0%, fee ₹0
25 Apr 202542 names, +10 −10, turnover 24%, fee ₹48
18 Apr 202542 names, +0 −0, turnover 0%, fee ₹0
11 Apr 202542 names, +13 −13, turnover 31%, fee ₹62
4 Apr 202542 names, +0 −0, turnover 0%, fee ₹0
28 Mar 202542 names, +10 −10, turnover 24%, fee ₹48
21 Mar 202542 names, +0 −0, turnover 0%, fee ₹0
14 Mar 202542 names, +8 −8, turnover 19%, fee ₹38
7 Mar 202542 names, +0 −0, turnover 0%, fee ₹0
28 Feb 202542 names, +8 −8, turnover 19%, fee ₹38
21 Feb 202542 names, +0 −0, turnover 0%, fee ₹0
14 Feb 202542 names, +12 −12, turnover 29%, fee ₹57
7 Feb 202542 names, +0 −0, turnover 0%, fee ₹0
31 Jan 202542 names, +10 −10, turnover 24%, fee ₹48
24 Jan 202542 names, +0 −0, turnover 0%, fee ₹0
17 Jan 202542 names, +9 −8, turnover 21%, fee ₹43
10 Jan 202541 names, +0 −0, turnover 0%, fee ₹0
3 Jan 202541 names, +8 −8, turnover 20%, fee ₹39
2024
27 Dec 202441 names, +0 −0, turnover 0%, fee ₹0
20 Dec 202441 names, +13 −13, turnover 32%, fee ₹63
13 Dec 202441 names, +0 −0, turnover 0%, fee ₹0
6 Dec 202441 names, +7 −8, turnover 20%, fee ₹39
29 Nov 202442 names, +0 −0, turnover 0%, fee ₹0
22 Nov 202442 names, +5 −5, turnover 12%, fee ₹24
15 Nov 202442 names, +1 −5, turnover 12%, fee ₹24
8 Nov 202446 names, +6 −4, turnover 13%, fee ₹26
25 Oct 202444 names, +3 −7, turnover 16%, fee ₹32
11 Oct 202448 names, +7 −8, turnover 17%, fee ₹33
27 Sep 202449 names, +7 −9, turnover 18%, fee ₹37
13 Sep 202451 names, +9 −7, turnover 18%, fee ₹35
30 Aug 202449 names, +8 −9, turnover 18%, fee ₹37
16 Aug 202450 names, +9 −8, turnover 18%, fee ₹36
2 Aug 202449 names, +8 −5, turnover 16%, fee ₹33
19 Jul 202446 names, +5 −8, turnover 17%, fee ₹35
5 Jul 202449 names, +9 −6, turnover 18%, fee ₹37
21 Jun 202446 names, +5 −10, turnover 22%, fee ₹43
7 Jun 202451 names, +10 −10, turnover 20%, fee ₹39
24 May 202451 names, +10 −4, turnover 20%, fee ₹39
10 May 202445 names, +2 −8, turnover 18%, fee ₹36
26 Apr 202451 names, +10 −7, turnover 20%, fee ₹39
12 Apr 202448 names, +6 −5, turnover 13%, fee ₹25
29 Mar 202447 names, +6 −3, turnover 13%, fee ₹26
15 Mar 202444 names, +2 −6, turnover 14%, fee ₹27
1 Mar 202448 names, +7 −11, turnover 23%, fee ₹46
16 Feb 202452 names, +11 −9, turnover 21%, fee ₹42
2 Feb 202450 names, +8 −5, turnover 16%, fee ₹32
19 Jan 202447 names, +3 −5, turnover 11%, fee ₹21
5 Jan 202449 names, +8 −11, turnover 22%, fee ₹45
2023
22 Dec 202352 names, +10 −7, turnover 19%, fee ₹38
8 Dec 202349 names, +8 −9, turnover 18%, fee ₹37
24 Nov 202350 names, +9 −5, turnover 18%, fee ₹36
10 Nov 202346 names, +2 −3, turnover 7%, fee ₹13
27 Oct 202347 names, +6 −5, turnover 13%, fee ₹26
13 Oct 202346 names, +5 −7, turnover 15%, fee ₹30
29 Sep 202348 names, +6 −8, turnover 17%, fee ₹33
15 Sep 202350 names, +7 −9, turnover 18%, fee ₹36
1 Sep 202352 names, +8 −6, turnover 15%, fee ₹31
18 Aug 202350 names, +8 −7, turnover 16%, fee ₹32
4 Aug 202349 names, +8 −10, turnover 20%, fee ₹41
21 Jul 202351 names, +8 −11, turnover 22%, fee ₹43
7 Jul 202354 names, +12 −10, turnover 22%, fee ₹44
23 Jun 202352 names, +9 −8, turnover 17%, fee ₹35
9 Jun 202351 names, +8 −9, turnover 18%, fee ₹35
26 May 202352 names, +11 −14, turnover 27%, fee ₹54
12 May 202355 names, +12 −10, turnover 22%, fee ₹44
28 Apr 202353 names, +12 −6, turnover 23%, fee ₹45
14 Apr 202347 names, +4 −3, turnover 9%, fee ₹17
31 Mar 202346 names, +5 −5, turnover 11%, fee ₹22
17 Mar 202346 names, +5 −9, turnover 20%, fee ₹39
3 Mar 202350 names, +9 −8, turnover 18%, fee ₹36
17 Feb 202349 names, +8 −7, turnover 16%, fee ₹33
3 Feb 202348 names, +6 −5, turnover 13%, fee ₹25
20 Jan 202347 names, +5 −1, turnover 11%, fee ₹21
6 Jan 202343 names, +1 −5, turnover 12%, fee ₹23
2022
23 Dec 202247 names, +5 −8, turnover 17%, fee ₹34
9 Dec 202250 names, +9 −5, turnover 18%, fee ₹36
25 Nov 202246 names, +5 −7, turnover 15%, fee ₹30
11 Nov 202248 names, +7 −8, turnover 17%, fee ₹33
28 Oct 202249 names, +8 −1, turnover 16%, fee ₹33
14 Oct 202242 names, +0 −7, turnover 17%, fee ₹33
30 Sep 202249 names, +6 −7, turnover 14%, fee ₹29
16 Sep 202250 names, +8 −10, turnover 20%, fee ₹40
2 Sep 202252 names, +8 −8, turnover 15%, fee ₹31
19 Aug 202252 names, +9 −8, turnover 17%, fee ₹35
5 Aug 202251 names, +8 −9, turnover 18%, fee ₹35
22 Jul 202252 names, +11 −10, turnover 21%, fee ₹42
8 Jul 202251 names, +10 −6, turnover 20%, fee ₹39
24 Jun 202247 names, +3 −7, turnover 15%, fee ₹30
10 Jun 202251 names, +9 −10, turnover 20%, fee ₹39
27 May 202252 names, +9 −6, turnover 17%, fee ₹35
13 May 202249 names, +5 −10, turnover 20%, fee ₹41
29 Apr 202254 names, +12 −6, turnover 22%, fee ₹44
15 Apr 202248 names, +7 −10, turnover 21%, fee ₹42
1 Apr 202251 names, +9 −4, turnover 18%, fee ₹35
18 Mar 202246 names, +4 −4, turnover 9%, fee ₹17
4 Mar 202246 names, +3 −3, turnover 7%, fee ₹13
18 Feb 202246 names, +4 −5, turnover 11%, fee ₹22
4 Feb 202247 names, +4 −10, turnover 21%, fee ₹43
21 Jan 202253 names, +11 −3, turnover 21%, fee ₹42
7 Jan 202245 names, +4 −4, turnover 9%, fee ₹18
2021
24 Dec 202145 names, +4 −4, turnover 9%, fee ₹18
10 Dec 202145 names, +3 −10, turnover 22%, fee ₹44
26 Nov 202152 names, +10 −5, turnover 19%, fee ₹38
12 Nov 202147 names, +4 −6, turnover 13%, fee ₹26
29 Oct 202149 names, +7 −7, turnover 14%, fee ₹29
15 Oct 202149 names, +8 −13, turnover 27%, fee ₹53
1 Oct 202154 names, +13 −7, turnover 24%, fee ₹48
17 Sep 202148 names, +7 −8, turnover 17%, fee ₹33
3 Sep 202149 names, +8 −7, turnover 16%, fee ₹33
20 Aug 202148 names, +6 −6, turnover 13%, fee ₹25
6 Aug 202148 names, +6 −6, turnover 13%, fee ₹25
23 Jul 202148 names, +7 −4, turnover 15%, fee ₹29
9 Jul 202145 names, +3 −8, turnover 18%, fee ₹36
25 Jun 202150 names, +8 −6, turnover 16%, fee ₹32
11 Jun 202148 names, +7 −8, turnover 17%, fee ₹33
28 May 202149 names, +8 −0, turnover 16%, fee ₹33
14 May 202141 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 long tape of teal trade points rising across navy, a thin spread ribbon and a volume floor, the latest tick lit

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 Multi Asset 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 Multi Asset rebalances, in plain words

How often does Large Mid Multi Asset 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 ₹18,765 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 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.