Skip to main content
Home/ Rebalance/ Large Mid Multi Asset

Large Mid Multi Asset | Rebalance History

170 rebalances since 2021-05-14. Every IN, OUT, and retained holding per cycle. Rules-based, no discretion. The model decides; we publish what it decided.

Download full CSV Large Mid Multi Asset strategy page →
Sector rotation

170 rebalances . 10 sectors touched . 8 live today.

Darker cell . higher weight . blank . sector not held
Diversified
33%
Power & Utilities
21%
Capital Goods
14%
Banking & Financial
12%
Metals & Mining
10%
FMCG & Consumer
5%
Auto & Components
2%
Pharma & Healthcare
2%
Energy & Oil & Gas
out
Realty & Construction
out
202120222023202420252026
Equal weighted at the stock level . source rebalance CSV . sector map curated against NSE listings . 2 sectors previously held now exited
Latest move . 2026-05-01 to 2026-05-08
In
Diversified +29ppCapital Goods +5pp
tickers added: HUDCO COCHINSHIP ADANIENT TORNTPOWER VBL ATGL NESTLEIND ADANIPORTS IDEA ENRIN LODHA JSWENERGY TATAPOWER HAL GODREJIND
Out
Realty & Construction out (was 2%)Metals & Mining -10ppBanking & Financial -17ppFMCG & Consumer -2ppPharma & Healthcare -2pp
tickers removed: DMART NIACL SHRIRAMFIN LAURUSLABS FEDERALBNK TATASTEEL OBEROIRLTY HINDZINC JINDALSTEL UNIONBANK AUBANK TITAN INDIANB NMDC TATAINVEST
Rotation events . shifts 10pp or more
  1. 2026-05-08 Diversified +29pp, Banking & Financial -17pp added HUDCO, COCHINSHIP, ADANIENT, TORNTPOWER, VBL, ATGL, NESTLEIND, ADANIPORTS, IDEA, ENRIN, LODHA, JSWENERGY, TATAPOWER, HAL, GODREJIND . removed DMART, NIACL, SHRIRAMFIN, LAURUSLABS, FEDERALBNK, TATASTEEL, OBEROIRLTY, HINDZINC, JINDALSTEL, UNIONBANK, AUBANK, TITAN, INDIANB, NMDC, TATAINVEST
  2. 2026-04-10 Diversified -14pp added LLOYDSME, MCX, WAAREEENER, DMART, LAURUSLABS, NLCINDIA, BSE . removed ASTRAL, AJANTPHARM, CGPOWER, IPCALAB, SUNPHARMA, TATAPOWER, IDEA
  3. 2026-03-27 Diversified -12pp added AUROPHARMA, PREMIERENE, ADANIPOWER, IPCALAB, SUNPHARMA, TATAPOWER, PFC, ADANIENSOL, THERMAX, OIL . removed HINDZINC, M&MFIN, MOTHERSON, CANBK, BEL, LTF, TORNTPOWER, INDUSTOWER, KEI, TVSMOTOR
  4. 2026-02-13 Diversified -12pp added JINDALSTEL, WAAREEENER, SONACOMS, PFC, ONGC, JSWSTEEL, IOC, MOTHERSON, CUMMINSIND, NTPC . removed BANKBARODA, TECHM, COALINDIA, IDFCFIRSTB, TVSMOTOR, TITAN, SUNDARMFIN, HCLTECH, PAYTM, SBILIFE
+15 added -15 removed 27 retained 42 holdings
InHUDCOCOCHINSHIPADANIENTTORNTPOWERVBLATGLNESTLEINDADANIPORTSIDEAENRINLODHAJSWENERGYTATAPOWERHALGODREJIND
OutDMARTNIACLSHRIRAMFINLAURUSLABSFEDERALBNKTATASTEELOBEROIRLTYHINDZINCJINDALSTELUNIONBANKAUBANKTITANINDIANBNMDCTATAINVEST
+0 added -0 removed 42 retained 42 holdings
+14 added -14 removed 28 retained 42 holdings
InADANIGREENBHELSUZLONNIACLNTPCGREENSIEMENSOBEROIRLTYHINDZINCNAM-INDIACGPOWERAUBANKNMDCTATAINVESTRADICO
OutWAAREEENERLUPINCOALINDIACUMMINSINDONGCSBINNTPCTORNTPHARMGLENMARKAPLAPOLLOASHOKLEYOILPOWERGRIDBANKINDIA
+0 added -0 removed 42 retained 42 holdings
+7 added -7 removed 35 retained 42 holdings
InLLOYDSMEMCXWAAREEENERDMARTLAURUSLABSNLCINDIABSE
OutASTRALAJANTPHARMCGPOWERIPCALABSUNPHARMATATAPOWERIDEA
+0 added -0 removed 42 retained 42 holdings
+10 added -10 removed 32 retained 42 holdings
InAUROPHARMAPREMIERENEADANIPOWERIPCALABSUNPHARMATATAPOWERPFCADANIENSOLTHERMAXOIL
OutHINDZINCM&MFINMOTHERSONCANBKBELLTFTORNTPOWERINDUSTOWERKEITVSMOTOR
+0 added -0 removed 42 retained 42 holdings
+7 added -7 removed 35 retained 42 holdings
InLUPINGLENMARKCOALINDIACANBKBELKEITVSMOTOR
OutMFSLIDBISUPREMEINDVOLTASIOCPFCINDUSINDBK
+0 added -0 removed 42 retained 42 holdings
+10 added -10 removed 32 retained 42 holdings
InTORNTPOWERCGPOWERASTRALMFSLIDBISUPREMEINDPOWERGRIDVOLTASAJANTPHARMTITAN
OutWAAREEENERMUTHOOTFINOILSONACOMSAUBANKABCAPITALCANBKJSWSTEELBSEAIAENG
+0 added -0 removed 42 retained 42 holdings
+10 added -10 removed 32 retained 42 holdings
InJINDALSTELWAAREEENERSONACOMSPFCONGCJSWSTEELIOCMOTHERSONCUMMINSINDNTPC
OutBANKBARODATECHMCOALINDIAIDFCFIRSTBTVSMOTORTITANSUNDARMFINHCLTECHPAYTMSBILIFE
+0 added -0 removed 42 retained 42 holdings
+7 added -7 removed 35 retained 42 holdings
InTATASTEELTECHMTORNTPHARMOILSUNDARMFINHCLTECHBSE
OutPHOENIXLTDMOTHERSONKEINMDCPNBBHELNYKAA
+0 added -0 removed 42 retained 42 holdings
+8 added -8 removed 34 retained 42 holdings
InMAHABANKSAILTITANUNIONBANKINDUSINDBKCOALINDIAPNBSBILIFE
OutCUMMINSINDHINDPETROADANIENSOLBPCLJSLGMRAIRPORTGLENMARKUPL
+0 added -0 removed 42 retained 42 holdings
+7 added -7 removed 35 retained 42 holdings
InHINDPETROKEINMDCJSLGLENMARKAPLAPOLLOUPL
OutASIANPAINTMFSLSBILIFEUNIONBANKIOCADANIPOWERM&M
+0 added -0 removed 42 retained 42 holdings
+8 added -8 removed 34 retained 42 holdings
InHINDZINCHINDALCOINDUSTOWERADANIENSOLUNIONBANKIOCBPCLPHOENIXLTD
OutBSECOFORGESONACOMSPNBUNOMINDALTHCLTECHRELIANCE
+0 added -0 removed 42 retained 42 holdings
+8 added -8 removed 34 retained 42 holdings
InMOTHERSONCOFORGEIDFCFIRSTBM&MSONACOMSLTHCLTECHRELIANCE
OutIOCHINDPETROBPCLFORTISADANIENSOLINDUSTOWERUNIONBANKMOTILALOFS
+0 added -0 removed 42 retained 42 holdings
+12 added -12 removed 30 retained 42 holdings
InBHELBSEBPCLASIANPAINTASHOKLEYINDUSTOWERBHARATFORGUNOMINDAMFSLAIAENGSBILIFEGMRAIRPORT
OutHINDALCOIDFCFIRSTBETERNALNAM-INDIATATACOMMPRESTIGEBAJFINANCEWAAREEENERCHOLAFINTATAINVESTTATASTEELGODFRYPHLP
+0 added -0 removed 42 retained 42 holdings
+11 added -11 removed 31 retained 42 holdings
InSBINBANKBARODAM&MFINIDFCFIRSTBPNBPRESTIGEIOCVEDLCHOLAFINUNIONBANKTATASTEEL
OutYESBANKBSEBELHDFCAMCVMMENDURANCEJSWSTEELHYUNDAIHINDZINCASHOKLEYNLCINDIA
+0 added -0 removed 42 retained 42 holdings
+5 added -5 removed 37 retained 42 holdings
InBSETATACOMMMOTILALOFSFEDERALBNKSHRIRAMFIN
OutUNOMINDABANKBARODAMFSLBPCLGLENMARK
+0 added -0 removed 42 retained 42 holdings
+10 added -10 removed 32 retained 42 holdings
InHINDPETROADANIENSOLVMMYESBANKHINDZINCNAM-INDIABANKBARODABANKINDIAAUBANKBPCL
OutCGPOWERSWIGGYDMARTMOTHERSONDALBHARATM&MJSLCOCHINSHIPBLUESTARCOTATASTEEL
+0 added -0 removed 42 retained 42 holdings
+10 added -9 removed 32 retained 42 holdings
InIDEANLCINDIATATAINVESTMOTHERSONJSWSTEELBELCOCHINSHIPCANBKBLUESTARCOTATASTEEL
OutMEDANTAEXIDEINDKEIESCORTSHINDUNILVRNAM-INDIASUPREMEINDDABURMOTILALOFS
+0 added -0 removed 41 retained 41 holdings
+9 added -9 removed 32 retained 41 holdings
InSWIGGYHINDALCOCGPOWERNATIONALUMEXIDEINDADANIPOWERESCORTSBAJFINANCEDABUR
OutJIOFINUPLGODREJINDTORNTPHARMSBILIFEPRESTIGECOROMANDELBHARTIHEXAAUBANK
+0 added -0 removed 41 retained 41 holdings
+5 added -6 removed 36 retained 41 holdings
InDMARTHINDUNILVRWAAREEENERGODREJINDASHOKLEY
OutBELBSEFACTHEROMOTOCOLLOYDSMEMAXHEALTH
+0 added -0 removed 42 retained 42 holdings
+9 added -7 removed 33 retained 42 holdings
InHYUNDAITVSMOTORSBILIFEHEROMOTOCOINDIANBJSLSUPREMEINDUNOMINDAM&M
OutBDLBIOCONPATANJALIPIINDKPRMILLKALYANKJILCOCHINSHIP
+0 added -0 removed 40 retained 40 holdings
+8 added -10 removed 32 retained 40 holdings
InETERNALDALBHARATTORNTPHARMPATANJALIKEIUPLMEDANTAMAXHEALTH
Out360ONEMAZDOCKBPCLIDBIHINDPETROGMRAIRPORTCANBKIDFCFIRSTBSRFCOFORGE
+0 added -0 removed 42 retained 42 holdings
+10 added -10 removed 32 retained 42 holdings
InBPCLPAYTMCUMMINSINDHINDPETROKPRMILLBIOCONGMRAIRPORTKALYANKJILSRFNYKAA
OutDLFUNIONBANKGLAXOSUPREMEINDMAXHEALTHBHELLICIOBEROIRLTYHDFCLIFEMPHASIS
+0 added -0 removed 42 retained 42 holdings
+9 added -9 removed 33 retained 42 holdings
InIDBIPIINDMAXHEALTHLICIOBEROIRLTYIDFCFIRSTBCANBKHDFCLIFEMPHASIS
OutGODREJINDSCHAEFFLERKEIAPLAPOLLOADANIPORTSUNOMINDAPOLICYBZRSBICARDLODHA
+0 added -0 removed 42 retained 42 holdings
+10 added -10 removed 32 retained 42 holdings
InMUTHOOTFINCOFORGEGODREJINDGLENMARKLTFFORTISUNOMINDAPOLICYBZRSBICARD360ONE
OutIDBICANBKSUZLONLICISAILRVNLKPRMILLYESBANKINDIANBCONCOR
+0 added -0 removed 42 retained 42 holdings
+15 added -15 removed 27 retained 42 holdings
InIDBIUNIONBANKSUPREMEINDSUZLONDLFPRESTIGELLOYDSMEBHELLICILODHASAILJIOFINRVNLINDIANBCONCOR
OutSBILIFEDALBHARATNYKAAHDFCLIFECOFORGELTFTATACONSUMTVSMOTORTATASTEELBAJFINANCEIDFCFIRSTBCHOLAFINSBICARDRELIANCETITAN
+0 added -0 removed 42 retained 42 holdings
+18 added -18 removed 24 retained 42 holdings
InSCHAEFFLERCOCHINSHIPGVT&DAPLAPOLLOADANIPORTSYESBANKDALBHARATCOFORGEHDFCAMCENDURANCECANBKMOTILALOFSTATASTEELGLAXOIDFCFIRSTBKEICHOLAFINTITAN
OutHALBHARTIARTLBPCLAPOLLOTYREHINDPETROADANIENSOLUNITDSPRUPLGMRAIRPORTPAYTMM&MICICIBANKGODREJCPLLOYDSMEBAJAJFINSVMARICOSRFHDFCBANK
+0 added -0 removed 42 retained 42 holdings
+11 added -11 removed 31 retained 42 holdings
InHALSBILIFEFACTAPOLLOTYREUPLNAM-INDIAM&MICICIBANKBELRELIANCEHDFCBANK
OutINDUSTOWERBERGEPAINTGLAXODMARTTORNTPOWERBANKBARODACHOLAFINJSWINFRASHRIRAMFINBANKINDIAPOWERGRID
+0 added -0 removed 42 retained 42 holdings
+10 added -10 removed 32 retained 42 holdings
InINDUSTOWERKPRMILLBERGEPAINTLTFMAZDOCKAUBANKUNITDSPRTVSMOTORNYKAAPOWERGRID
OutGODREJINDHALJUBLFOODMUTHOOTFINMEDANTAUPLMAXHEALTHNTPCINDHOTELFORTIS
+0 added -0 removed 42 retained 42 holdings
+13 added -13 removed 29 retained 42 holdings
InMARICOJUBLFOODGODREJCPDMARTABCAPITALBANKBARODAGMRAIRPORTBANKINDIAMFSLHINDPETROTATACONSUMBHARTIHEXABPCL
OutMAZDOCKTATASTEELBLUESTARCOBELHINDALCOJSWSTEELKPRMILLGLENMARKICICIBANKVEDLFLUOROCHEMHDFCBANKCOFORGE
+0 added -0 removed 42 retained 42 holdings
+10 added -10 removed 32 retained 42 holdings
InBDLJSWINFRAADANIENSOLBELHALKPRMILLTORNTPOWERGLENMARKHDFCLIFENTPC
OutINDIGOBERGEPAINTBHARTIHEXAJINDALSTELWIPROSUNDARMFINTATAINVESTPHOENIXLTDCIPLAPATANJALI
+0 added -0 removed 42 retained 42 holdings
+8 added -8 removed 34 retained 42 holdings
InTATASTEELJINDALSTELMAZDOCKTATAINVESTPHOENIXLTDCIPLAVEDLFLUOROCHEM
OutJUBLFOODASHOKLEYTATACONSUMTECHMJKCEMENTM&MFININFYNAUKRI
+0 added -0 removed 42 retained 42 holdings
+8 added -8 removed 34 retained 42 holdings
InGLAXOBERGEPAINTASHOKLEYGODREJINDSHRIRAMFINSUNDARMFINICICIBANKHINDALCO
OutTVSMOTORCRISILLUPINEICHERMOTM&MIPCALABBIOCONMAZDOCK
+0 added -0 removed 42 retained 42 holdings
+12 added -12 removed 30 retained 42 holdings
InGODFRYPHLPTATACONSUMTVSMOTORCRISILCHOLAFINEICHERMOTINDIGOJSWSTEELM&MFINMEDANTAIPCALABHDFCBANK
OutGVT&DBDLIDEA360ONEPOLICYBZRHCLTECHMARICOTORNTPHARMMPHASISGICREUBLSUNPHARMA
+0 added -0 removed 42 retained 42 holdings
+10 added -10 removed 32 retained 42 holdings
InSBICARDBAJFINANCEBDLBHARTIHEXAIDEAUPLBAJAJFINSVMPHASISUBLSUNPHARMA
OutMOTILALOFSOBEROIRLTYKALYANKJILIPCALABGLENMARKMANKINDUNOMINDAETERNALSYNGENEKPRMILL
+0 added -0 removed 42 retained 42 holdings
+9 added -8 removed 33 retained 42 holdings
InBIOCONINFYPATANJALISRFBHARTIARTLJKCEMENTTORNTPHARMMARICOSYNGENE
OutGODREJINDLODHAFACTNAM-INDIANATIONALUMDRREDDYGODFRYPHLPVOLTAS
+0 added -0 removed 41 retained 41 holdings
+8 added -8 removed 33 retained 41 holdings
InMANKINDIPCALABLUPINGLENMARKM&MDRREDDYVOLTASUNOMINDA
OutBDLHUDCOVEDLFLUOROCHEMPRESTIGEJKCEMENTIRBSUZLON
+0 added -0 removed 41 retained 41 holdings
+13 added -13 removed 28 retained 41 holdings
InBDLKPRMILLGICRELODHAFACTHUDCOVEDLFLUOROCHEMMUTHOOTFINPRESTIGEJKCEMENTIRBGODREJIND
OutUNOMINDABIOCONGLENMARKFEDERALBNKCGPOWERM&MIPCALABHDFCBANKPHOENIXLTDSYNGENEVOLTASASHOKLEYMANKIND
+0 added -0 removed 41 retained 41 holdings
+7 added -8 removed 34 retained 41 holdings
InJUBLFOODBIOCONWIPROSUZLONHDFCBANKPHOENIXLTDASHOKLEY
OutMFSLAJANTPHARMFLUOROCHEMVEDLRVNLLUPINBHARTIARTLJSWENERGY
+0 added -0 removed 42 retained 42 holdings
+5 added -5 removed 37 retained 42 holdings
InINDHOTELUNOMINDAHCLTECHJSWENERGYSYNGENE
OutTORNTPOWERSUZLONMOTHERSONICICIPRULIPIIND
+1 added -5 removed 41 retained 42 holdings
InLIQUIDCASE
OutSUNPHARMAHCLTECHSHRIRAMFINTORNTPHARMCOLPAL
+6 added -4 removed 40 retained 46 holdings
InOBEROIRLTYCOROMANDELMAXHEALTHFEDERALBNKNAM-INDIAPIIND
OutGODREJINDOILCOCHINSHIPICICIGI
+3 added -7 removed 41 retained 44 holdings
InMFSLHCLTECHTECHM
OutJUBLFOODINDUSTOWERTVSMOTORJSWENERGYCHOLAFINSYNGENEUNOMINDA
+7 added -8 removed 41 retained 48 holdings
InNATIONALUMM&MVEDLCGPOWERMANKINDSUNPHARMAIPCALAB
OutINDIGOHINDPETROAUROPHARMASUNDARMFINSBILIFEBAJAJFINSVCOROMANDELPATANJALI
+7 added -9 removed 42 retained 49 holdings
InBSEFLUOROCHEMBLUESTARCOBHARTIARTLJSWENERGYCHOLAFINLLOYDSME
OutHUDCOGLAXOPETRONETBELM&MCGPOWERASHOKLEYCUMMINSINDBDL
+9 added -7 removed 42 retained 51 holdings
InGODREJINDSHRIRAMFININDIGOSUNDARMFINSYNGENESBILIFEFORTISBAJAJFINSVCOFORGE
OutHINDZINCHALZYDUSLIFEDEEPAKNTRONGCPRESTIGEIRFC
+8 added -9 removed 41 retained 49 holdings
InVOLTASJUBLFOODPATANJALITVSMOTORNAUKRIICICIGIHINDPETROASHOKLEY
OutFACTEXIDEINDVEDLJSWINFRALICIFEDERALBNKBHELINFYGODREJPROP
+9 added -8 removed 41 retained 50 holdings
InAJANTPHARMLUPINGLAXOTORNTPOWERCOLPALAUROPHARMATORNTPHARMPAYTMICICIPRULI
OutPERSISTENTPHOENIXLTDENDURANCEJSWENERGYRECLTDNLCINDIAPFCLODHA
+8 added -5 removed 41 retained 49 holdings
InDEEPAKNTRONGCZYDUSLIFEJSWINFRAPETRONETLICIFEDERALBNKINFY
OutLICHSGFINSCHAEFFLERBHARATFORGKEIIDEA
+5 added -8 removed 41 retained 46 holdings
InHALRECLTDNLCINDIAPFCPOLICYBZR
OutESCORTSOBEROIRLTYADANIPOWERBALKRISINDTORNTPOWERBLUESTARCOASHOKLEYINDIGO
+9 added -6 removed 40 retained 49 holdings
InJSWENERGYPERSISTENTLICHSGFINGODREJPROPKALYANKJIL360ONEKEIETERNALIDEA
OutHALTRENTGLAXOIRBJINDALSTELTATAINVEST
+5 added -10 removed 41 retained 46 holdings
InENDURANCECOROMANDELGLENMARKFACTPHOENIXLTD
OutNATIONALUMSAILNMDCRECLTDETERNALNHPCPOLICYBZRGODREJPROPKEIHAVELLS
+10 added -10 removed 41 retained 51 holdings
InMAZDOCKADANIPOWERBALKRISINDGLAXOOBEROIRLTYUNOMINDAMOTHERSONLODHASUZLONASHOKLEY
OutBSETHERMAXVOLTASMEDANTASJVNPNBJSWENERGYTATAPOWERIOBSUNDARMFIN
+10 added -4 removed 41 retained 51 holdings
InSCHAEFFLERBDLM&MESCORTSCGPOWERBHARATFORGJINDALSTELGODREJPROPKEIHAVELLS
OutNAM-INDIAPHOENIXLTDGAILKALYANKJIL
+2 added -8 removed 43 retained 45 holdings
InPRESTIGEINDIGO
OutZYDUSLIFEIOCCANBKADANIGREENJSLDLFADANIPORTSMAHABANK
+10 added -7 removed 41 retained 51 holdings
InEXIDEINDVEDLHINDZINCNAM-INDIASAILPHOENIXLTDGAILNMDCSUNDARMFINTATAPOWER
OutHINDPETROBPCLUNIONBANKPFCLUPINCOALINDIAVBL
+6 added -5 removed 42 retained 48 holdings
InINDUSTOWERJSWENERGYVOLTASHALBELMAHABANK
OutUCOBANKNIACLNLCINDIAGICRELICI
+6 added -3 removed 41 retained 47 holdings
InTORNTPOWERJSLTHERMAXUNIONBANKCOALINDIAVBL
OutSUZLONINDHOTELMAHABANK
+2 added -6 removed 42 retained 44 holdings
InGODFRYPHLPPOLICYBZR
OutCOALINDIANMDCPRESTIGEONGCTORNTPOWERIDBI
+7 added -11 removed 41 retained 48 holdings
InZYDUSLIFEETERNALDLFBLUESTARCOADANIPORTSINDHOTELMAHABANK
OutBDLUNIONBANKNAM-INDIABANKINDIAFACTPERSISTENTGLAXOGODREJINDTATAPOWERADANIPOWERHEROMOTOCO
+11 added -9 removed 41 retained 52 holdings
InIOBUCOBANKBPCLCOALINDIALICICUMMINSINDCANBKONGCTORNTPOWERLUPINIDBI
OutATGLLODHAGMRAIRPORTHALADANIPORTSDLFIDEAIRCTCBEL
+8 added -5 removed 42 retained 50 holdings
InIRBMEDANTAUNIONBANKBANKINDIAPERSISTENTOILTATAPOWERHEROMOTOCO
OutFLUOROCHEMSAILVBLNTPCMAZDOCK
+3 added -5 removed 44 retained 47 holdings
InRVNLGODREJINDNHPC
OutADANIENSOLTATAPOWERADANIENTTVSMOTORLICI
+8 added -11 removed 41 retained 49 holdings
InNATIONALUMFLUOROCHEMSAILIRCTCVBLLODHADLFGLAXO
OutTORNTPOWERMEDANTABPCLOBEROIRLTYETERNALKPITTECHPHOENIXLTDHEROMOTOCOCOALINDIAALKEMJSL
+10 added -7 removed 42 retained 52 holdings
InBDLADANIPORTSGMRAIRPORTTATAPOWERADANIENTIOCNTPCPNBLICIBEL
OutAUROPHARMADLFRVNLLODHAIRBVBLIOB
+8 added -9 removed 41 retained 49 holdings
InNIACLATGLADANIGREENHALTORNTPOWERADANIENSOLBPCLHEROMOTOCO
OutMAHABANKJSWENERGYGODREJINDLUPINESCORTSSUPREMEINDSUNDARMFININDIANBUNIONBANK
+9 added -5 removed 41 retained 50 holdings
InKPITTECHPHOENIXLTDOBEROIRLTYHINDPETROALKEMDLFGICREIRBVBL
OutPOLYCABUCOBANKGLENMARKHDFCAMCPNB
+2 added -3 removed 44 retained 46 holdings
InMEDANTALODHA
OutBANKINDIALTTHERMAX
+6 added -5 removed 41 retained 47 holdings
InPRESTIGEPOLYCABNAM-INDIAHDFCAMCTVSMOTORMOTILALOFS
OutBHARATFORGIDFCFIRSTBLODHABLUESTARCOGMRAIRPORT
+5 added -7 removed 41 retained 46 holdings
InGODREJINDSUNDARMFINUNIONBANKLTTHERMAX
OutIRBTATACOMMAPLAPOLLODIXONPERSISTENTNTPCDALBHARAT
+6 added -8 removed 42 retained 48 holdings
InPNBBANKINDIACOALINDIATATAINVESTLODHABLUESTARCO
OutAPARINDSSOLARINDSMOTILALOFSKEIMFSLAJANTPHARMEXIDEINDCIPLA
+7 added -9 removed 43 retained 50 holdings
InIDEANMDCIRBPERSISTENTNTPCDALBHARATUCOBANK
OutPOLYCABGODFRYPHLPHDFCAMCLODHAZYDUSLIFENAM-INDIAUNIONBANKSHRIRAMFINMOTHERSON
+8 added -6 removed 44 retained 52 holdings
InADANIPOWERTRENTSOLARINDSJSWENERGYBHARATFORGMFSLIOBTATACOMM
OutLTFPATANJALIPOLICYBZRCOLPALASHOKLEYCHOLAFIN
+8 added -7 removed 42 retained 50 holdings
InINDIANBAJANTPHARMGODFRYPHLPCIPLAMAHABANKESCORTSGMRAIRPORTHUDCO
OutPNBINDIGOICICIPRULIHALGODREJPROPCGPOWER360ONE
+8 added -10 removed 41 retained 49 holdings
InCOCHINSHIPAPLAPOLLOMOTHERSONMOTILALOFSBHELCOLPALASHOKLEYIRFC
OutMAXHEALTHM&MFINPAYTMABBPRESTIGEHDFCLIFEASTRALTRENTKPITTECHMUTHOOTFIN
+8 added -11 removed 43 retained 51 holdings
InHDFCAMCNAM-INDIAPNBSUPREMEINDPOLYCABUNIONBANK360ONEZYDUSLIFE
OutTATACOMMTORNTPOWERAPOLLOTYREBELCUMMINSINDAIAENGADANIPOWERHUDCOCOCHINSHIPPIINDPOWERINDIA
+12 added -10 removed 42 retained 54 holdings
InKALYANKJILSHRIRAMFINEXIDEINDBSEM&MFINSJVNPATANJALIPOLICYBZRHDFCLIFELUPINGODREJPROPMUTHOOTFIN
OutADANIENTDLFVBLGICREAUBANKPOLYCABSBICARDTVSMOTORINDHOTELSYNGENE
+9 added -8 removed 43 retained 52 holdings
InTATACOMMICICIPRULITORNTPOWERPRESTIGEBELCUMMINSINDAIAENGCOCHINSHIPPIIND
OutSONACOMSM&MFINUCOBANKITCMAHABANKIRFCBAJAJ-AUTOEICHERMOT
+8 added -9 removed 43 retained 51 holdings
InSUZLONDIXONPFCNLCINDIALODHAHALRECLTDTRENT
OutZYDUSLIFESIEMENSPRESTIGEABCAPITALNESTLEINDGMRAIRPORTINDIANBBHELADANIGREEN
+11 added -14 removed 41 retained 52 holdings
InASTRALCGPOWERAUBANKMAXHEALTHTVSMOTORSBICARDPOWERINDIAPAYTMEICHERMOTLTFADANIENT
OutGODREJPROPUNIONBANKBLUESTARCOBANKBARODAIGLPFCOILPOLICYBZRBANKINDIAIDBIJINDALSTELSUPREMEINDHALCRISIL
+12 added -10 removed 43 retained 55 holdings
InIRFCADANIPOWERHUDCOSONACOMSIDFCFIRSTBGICRESYNGENEETERNALINDIGONESTLEINDBHELINDHOTEL
OutLINDEINDIACUMMINSINDGODFRYPHLPDALBHARATKALYANKJILGAILTHERMAXPAYTMCGPOWERPERSISTENT
+12 added -6 removed 41 retained 53 holdings
InGVT&DGODREJPROPDLFGMRAIRPORTBAJAJ-AUTOKEIIGLPRESTIGECHOLAFINM&MFINIDBICRISIL
OutADANIENSOLBHELAPLAPOLLOPNBAIAENGSRF
+4 added -3 removed 43 retained 47 holdings
InAUROPHARMAGLENMARKDALBHARATPAYTM
OutADANIPOWERADANIPORTSM&MFIN
+5 added -5 removed 41 retained 46 holdings
InADANIGREENADANIENSOLTHERMAXAIAENGSRF
OutKPRMILLSCHAEFFLERTORNTPOWERIRBKEI
+5 added -9 removed 41 retained 46 holdings
InADANIPOWERGAILHALADANIPORTSBHEL
OutIOBIRFCGICREIDFCFIRSTBAIAENGPAYTMBRITANNIARECLTDDALBHARAT
+9 added -8 removed 41 retained 50 holdings
InPOLICYBZRABBPOLYCABLINDEINDIAAPLAPOLLOSIEMENSKPRMILLSCHAEFFLERTORNTPOWER
OutBHELCANBKHUDCONIACLHINDZINCIDBIFEDERALBNKLT
+8 added -7 removed 41 retained 49 holdings
InM&MFINITCBLUESTARCOKEIZYDUSLIFEAIAENGPAYTMDALBHARAT
OutMFSLYESBANKSOLARINDSAXISBANKADANIENTIOCTATASTEEL
+6 added -5 removed 42 retained 48 holdings
InPERSISTENTOILSUPREMEINDFEDERALBNKLTKPITTECH
OutCOCHINSHIPSUZLONTIINDIAAMBUJACEMHAL
+5 added -1 removed 42 retained 47 holdings
InMFSLRECLTDHINDZINCIOCTATASTEEL
OutSUPREMEIND
+1 added -5 removed 42 retained 43 holdings
InAXISBANK
OutTATAINVESTSJVNNLCINDIAJKCEMENTESCORTS
+5 added -8 removed 42 retained 47 holdings
InNIACLGICREYESBANKBRITANNIASUPREMEIND
OutATGLBDLTVSMOTORADANIPOWERNHPCFEDERALBNKINDHOTELKEI
+9 added -5 removed 41 retained 50 holdings
InFACTIDBIPFCNLCINDIAJKCEMENTESCORTSIRBCUMMINSINDSUZLON
OutKPITTECHITCPATANJALIBELCOALINDIA
+5 added -7 removed 41 retained 46 holdings
InIRFCHUDCOJINDALSTELIOBABCAPITAL
OutSCHAEFFLERFLUOROCHEMAXISBANKADANIENSOLBLUESTARCOABBEICHERMOT
+7 added -8 removed 41 retained 48 holdings
InBANKINDIAMAHABANKUCOBANKJSLPNBKEISJVN
OutESCORTSINDUSINDBKPHOENIXLTDM&MBAJAJFINSVTRENTAIAENGASTRAL
+8 added -1 removed 41 retained 49 holdings
InGODFRYPHLPBHELNHPCAXISBANKCANBKRVNLUNIONBANKBLUESTARCO
OutPIDILITIND
+0 added -7 removed 42 retained 42 holdings
OutJSWENERGYSUZLONKEIBHELPNBGVT&DYESBANK
+6 added -7 removed 43 retained 49 holdings
InCOCHINSHIPFLUOROCHEMKPITTECHCGPOWERESCORTSINDIANB
OutIDBIPIINDOBEROIRLTYCHOLAFINTORNTPOWERADANIGREENTATACOMM
+8 added -10 removed 42 retained 50 holdings
InTATAINVESTPATANJALIAMBUJACEMKEIBHELPNBITCFEDERALBNK
OutBAJFINANCECGPOWERASIANPAINTIRBFLUOROCHEMJKCEMENTAPLAPOLLOICICIBANKSBICARDCOROMANDEL
+8 added -8 removed 44 retained 52 holdings
InMAZDOCKKALYANKJILSUZLONIDBICOALINDIAASTRALTORNTPOWERTATACOMM
OutFEDERALBNKITCLINDEINDIAHINDUNILVRSHRIRAMFINCUMMINSINDDALBHARATTATASTEEL
+9 added -8 removed 43 retained 52 holdings
InJSWENERGYIRBPIDILITINDCHOLAFINJKCEMENTAPLAPOLLOSOLARINDSICICIBANKGVT&D
OutM&MFINUNOMINDACANBKSIEMENSINDIANB360ONELICHSGFINENDURANCE
+8 added -9 removed 43 retained 51 holdings
InYESBANKBAJAJFINSVINDUSINDBKBAJFINANCEASIANPAINTIDFCFIRSTBOBEROIRLTYTATASTEEL
OutASHOKLEYTHERMAXHEROMOTOCOPOWERINDIAPATANJALIBRITANNIAKEICRISILTORNTPHARM
+11 added -10 removed 41 retained 52 holdings
InFEDERALBNKCANBKINDIANBPIINDSBICARDTRENTDALBHARATAPOLLOTYRE360ONELICHSGFINBANKBARODA
OutSOLARINDSOILBSECOALINDIAPOWERGRIDRELIANCELODHABAJAJ-AUTONTPCNHPC
+10 added -6 removed 41 retained 51 holdings
InTIINDIAADANIENSOLENDURANCELINDEINDIAUNOMINDASHRIRAMFINBRITANNIAHINDUNILVRCUMMINSINDTORNTPHARM
OutETERNALBALKRISINDINDIANBPETRONETNLCINDIAMFSL
+3 added -7 removed 44 retained 47 holdings
InEICHERMOTBAJAJ-AUTOSIEMENS
OutADANIENSOLLINDEINDIAAMBUJACEMTATAPOWERAPOLLOTYREHINDUNILVRSUNPHARMA
+9 added -10 removed 42 retained 51 holdings
InAPARINDSAIAENGETERNALOILRELIANCEBALKRISINDLODHAINDIANBMFSL
OutGVT&DTIINDIAJINDALSTELKPITTECHKPRMILLCHOLAFINBANKBARODASUZLONGODFRYPHLPLTF
+9 added -6 removed 43 retained 52 holdings
InABBPETRONETHEROMOTOCOAPOLLOTYRETVSMOTORPHOENIXLTDHINDUNILVRASHOKLEYSUNPHARMA
OutMAZDOCKAPLAPOLLOADANIPORTSVEDLTRENTMAXHEALTH
+5 added -10 removed 44 retained 49 holdings
InTIINDIAPOWERGRIDCOROMANDELPATANJALISUZLON
OutCUMMINSINDSRFHINDALCO360ONEBLUESTARCOCANBKNATIONALUMJSWSTEELAUBANKIRB
+12 added -6 removed 42 retained 54 holdings
InGVT&DNLCINDIAMAZDOCKAMBUJACEMNHPCBELNTPCAPLAPOLLOGODFRYPHLPVBLMAXHEALTHM&M
OutPERSISTENTFACTSUNPHARMAPRESTIGEUPLONGC
+7 added -10 removed 41 retained 48 holdings
InBANKBARODAHAL360ONEBLUESTARCOM&MFINAUBANKADANIPORTS
OutSUZLONESCORTSJSLLTTSTITANOILUNOMINDAIRCTCJSWENERGYMPHASIS
+9 added -4 removed 42 retained 51 holdings
InLTFCUMMINSINDADANIENTITCCRISILFACTJSWSTEELSUNPHARMAUPL
OutBANKBARODALODHABAJAJHLDNGBLUESTARCO
+4 added -4 removed 42 retained 46 holdings
InTRENTJINDALSTELCOALINDIAMPHASIS
OutTIINDIAAXISBANKGMRAIRPORTAUBANK
+3 added -3 removed 43 retained 46 holdings
InADANIPOWERBAJAJHLDNGBLUESTARCO
OutABBHALFACT
+4 added -5 removed 42 retained 46 holdings
InVEDLHINDALCOAXISBANKSOLARINDS
OutFEDERALBNKTECHMOBEROIRLTYDEEPAKNTRAPARINDS
+4 added -10 removed 43 retained 47 holdings
InBDLLODHAHALLINDEINDIA
OutIDEAMAXHEALTHSOLARINDSCOFORGEMPHASISWIPRODMARTHCLTECHAPLAPOLLOPIDILITIND
+11 added -3 removed 42 retained 53 holdings
InFACTOILAUBANKONGCLTTSFEDERALBNKCHOLAFINOBEROIRLTYDEEPAKNTRBANKBARODANATIONALUM
OutAPOLLOHOSPPOLYCABTORNTPOWER
+4 added -4 removed 41 retained 45 holdings
InSUZLONWIPROHCLTECHPIDILITIND
OutBAJAJFINSVOILADANIENTOBEROIRLTY
+4 added -4 removed 41 retained 45 holdings
InAPLAPOLLOAPARINDSSCHAEFFLERAPOLLOHOSP
OutTVSMOTORGODREJPROPUNIONBANKCRISIL
+3 added -10 removed 42 retained 45 holdings
InIDEAABBTORNTPOWER
OutIDBIINDIANBBANKBARODALINDEINDIATATAINVESTRVNLGODFRYPHLPDLFONGCBLUESTARCO
+10 added -5 removed 42 retained 52 holdings
InESCORTSTHERMAXUNOMINDAADANIGREENPOWERINDIAADANIENTPOLYCABTECHMCRISILMAXHEALTH
OutLTTSIDEANATIONALUMDEEPAKNTRBHEL
+4 added -6 removed 43 retained 47 holdings
InTVSMOTORTIINDIARVNLBLUESTARCO
OutINDUSTOWERCOALINDIAPOLYCABNLCINDIANTPCMAXHEALTH
+7 added -7 removed 42 retained 49 holdings
InUNIONBANKINDIANBNATIONALUMCANBKBANKBARODATATAINVESTBHEL
OutAPOLLOHOSPNAUKRIHCLTECHPOWERINDIAADANIENTTECHMBAJAJHLDNG
+8 added -13 removed 41 retained 49 holdings
InTATAPOWERIDBIONGCGODFRYPHLPIRBCOALINDIANLCINDIANTPC
OutHALDALBHARATHAVELLSNATIONALUMAPLAPOLLOSCHAEFFLERTATASTEEL360ONEVBLJUBLFOODWIPROBAJFINANCEGODREJCP
+13 added -7 removed 41 retained 54 holdings
InGODREJPROPINDUSTOWERCGPOWERKEIGMRAIRPORTINDHOTELSOLARINDSDMARTHCLTECHOBEROIRLTYTITANDLFBAJAJHLDNG
OutTATAELXSIFORTISOFSSGUJGASLTDALKEMAMBUJACEMAPARINDS
+7 added -8 removed 41 retained 48 holdings
InIDEAPOWERINDIAPRESTIGEDALBHARATHAVELLSNAUKRIVBL
OutSAILVEDLUNOMINDAIOBPATANJALIFACTKEITATAPOWER
+8 added -7 removed 41 retained 49 holdings
InLINDEINDIAFORTISHALBAJFINANCEGODREJCPALKEMOILPOLYCAB
OutCRISILDALBHARATPRESTIGEIRBJSWSTEELACCBEL
+6 added -6 removed 42 retained 48 holdings
InTECHM360ONEOFSSJUBLFOODWIPROTATAPOWER
OutMOTILALOFSSUZLONADANIPOWERPOLYCABCGPOWERDIXON
+6 added -6 removed 42 retained 48 holdings
InLTTSAPARINDSSCHAEFFLERBAJAJFINSVPRESTIGEACC
OutOILASTRALBHELTATAPOWERGMRAIRPORTNMDC
+7 added -4 removed 41 retained 48 holdings
InMOTILALOFSMPHASISAPOLLOHOSPSRFUNOMINDAIRCTCAMBUJACEM
OutINDIANBUPLBALKRISINDABB
+3 added -8 removed 42 retained 45 holdings
InBELGMRAIRPORTDIXON
OutSOLARINDSPOWERINDIACONCORSBINADANIPORTSMAHABANKHINDALCOMOTHERSON
+8 added -6 removed 42 retained 50 holdings
InIRBCRISILGUJGASLTDCOFORGETATAPOWERMAXHEALTHOILABB
OutMOTILALOFSLINDEINDIAZYDUSLIFEJINDALSTELNLCINDIABANKBARODA
+7 added -8 removed 41 retained 48 holdings
InSOLARINDSKEISUZLONCONCORASTRALIOBSBIN
OutDIXONCHOLAFINTHERMAXTIINDIAFORTISCUMMINSINDWIPROICICIPRULI
+8 added -0 removed 41 retained 49 holdings
InPATANJALIBSEUPLINDIANBBALKRISINDMOTILALOFSNLCINDIABANKBARODA
Initial portfolio 41 holdings
Newsletter

What's working, what isn't.

Strategy launches, monthly performance notes, and podcast calls that printed. Two or three emails a month. Built for people who actually read them.

By subscribing you agree to our Privacy Policy. RupeeCase is not a SEBI registered Investment Adviser. Nothing in the newsletter is personalised investment advice.

Built on India's regulated market infrastructure
NSE
Order routing
BSE
Backup venue
SEBI
Markets regulator
NISM
Certified author
About Pricing Risk Profile Tools Blog Track Record Sitemap
Privacy Policy Terms Disclaimers Grievance
RupeeCase is brought to you by Tanmay Kurtkoti.