---
title: "Large Mid Multi Asset Rebalance History | 170 Cycles |"
description: "Every published model rebalance of Large Mid Multi Asset since 14 May 2021: 170 cycles with names in, out and held, turnover and a 0.2% fee illustration."
source_url: "https://www.rupeecase.com/rebalance/largemid-multi-asset/"
---

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 rebalances170since 14 May 2021

          CadenceEvery 2 weeksabout 26 a year

          Latest published8 May 202642 names on the list

          Average turnover19%of the list, cycles with changes

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

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

        **Turnover at each rebalance**May 2021 to 8 May 2026, 169 cyclesShare of the list that changed, model record. Highest 43%.

        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.

          **HUDCO**in**COCHINSHIP**in**ADANIENT**in**TORNTPOWER**in**VBL**in**ATGL**in**NESTLEIND**in**ADANIPORTS**in**IDEA**in**ENRIN**in**LODHA**in**JSWENERGY**in**TATAPOWER**in**HAL**in**GODREJIND**in**BHEL**held**ADANIPOWER**held**ADANIGREEN**held**ADANIENSOL**held**LLOYDSME**held**BSE**held**SUZLON**held**GVT&D**held**THERMAX**held

          And 18 more names held, unchanged.

            Names changed**15 of 42**

            Value traded**₹35,714****

            Fee, 0.2%**₹71**

          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 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

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

        170 rebalances

1. 2026
2.
          8 May 202642 names on the list

          In+15
Out−15
Held27
Turnover36%

          On ₹1,00,000 at equal weight this cycle traded about **₹35,714**, fee **₹71** 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, 15

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

Show 27 held

3.
          1 May 202642 names on the list

          In+0
Out−0
Held42
Turnover0%

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

          Show 42 held

4.
          24 Apr 202642 names on the list

          In+14
Out−14
Held28
Turnover33%

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

          In, 14

[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)[CGPOWER](/stocks/CGPOWER)AUBANKNMDCTATAINVEST[RADICO](/stocks/RADICO)

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 28 held

5.
          17 Apr 202642 names on the list

          In+0
Out−0
Held42
Turnover0%

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

          Show 42 held

6.
          10 Apr 202642 names on the list

          In+7
Out−7
Held35
Turnover17%

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

          In, 7

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

Out, 7

ASTRALAJANTPHARM[CGPOWER](/stocks/CGPOWER)IPCALAB[SUNPHARMA](/stocks/SUNPHARMA)[TATAPOWER](/stocks/TATAPOWER)[IDEA](/stocks/IDEA)

Show 35 held

7.
          3 Apr 202642 names on the list

          In+0
Out−0
Held42
Turnover0%

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

          Show 42 held

8. 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.
9.
          27 Mar 202642 names on the list

          In+10
Out−10
Held32
Turnover24%

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

          In, 10

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

Out, 10

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

Show 32 held

10.
          20 Mar 202642 names on the list

          In+0
Out−0
Held42
Turnover0%

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

          Show 42 held

11.
          13 Mar 202642 names on the list

          In+7
Out−7
Held35
Turnover17%

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

          In, 7

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

Out, 7

MFSLIDBISUPREMEINDVOLTAS[IOC](/stocks/IOC)[PFC](/stocks/PFC)INDUSINDBK

Show 35 held

12.
          6 Mar 202642 names on the list

          In+0
Out−0
Held42
Turnover0%

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

          Show 42 held

13.
          27 Feb 202642 names on the list

          In+10
Out−10
Held32
Turnover24%

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

          In, 10

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

Out, 10

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

Show 32 held

14.
          20 Feb 202642 names on the list

          In+0
Out−0
Held42
Turnover0%

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

          Show 42 held

15. 13 Feb 202642 names, **+10** **−10**, turnover 24%, fee ₹48Names
16. 6 Feb 202642 names, **+0** **−0**, turnover 0%, fee ₹0Names
17. 30 Jan 202642 names, **+7** **−7**, turnover 17%, fee ₹33Names
18. 23 Jan 202642 names, **+0** **−0**, turnover 0%, fee ₹0Names
19. 16 Jan 202642 names, **+8** **−8**, turnover 19%, fee ₹38Names
20. 9 Jan 202642 names, **+0** **−0**, turnover 0%, fee ₹0Names
21. 2 Jan 202642 names, **+7** **−7**, turnover 17%, fee ₹33Names
22. 2025
23. 26 Dec 202542 names, **+0** **−0**, turnover 0%, fee ₹0Names
24. 19 Dec 202542 names, **+8** **−8**, turnover 19%, fee ₹38Names
25. 12 Dec 202542 names, **+0** **−0**, turnover 0%, fee ₹0Names
26. 5 Dec 202542 names, **+8** **−8**, turnover 19%, fee ₹38Names
27. 28 Nov 202542 names, **+0** **−0**, turnover 0%, fee ₹0Names
28. 21 Nov 202542 names, **+12** **−12**, turnover 29%, fee ₹57Names
29. 14 Nov 202542 names, **+0** **−0**, turnover 0%, fee ₹0Names
30. 7 Nov 202542 names, **+11** **−11**, turnover 26%, fee ₹52Names
31. 31 Oct 202542 names, **+0** **−0**, turnover 0%, fee ₹0Names
32. 24 Oct 202542 names, **+5** **−5**, turnover 12%, fee ₹24Names
33. 17 Oct 202542 names, **+0** **−0**, turnover 0%, fee ₹0Names
34. 10 Oct 202542 names, **+10** **−10**, turnover 24%, fee ₹48Names
35. 3 Oct 202542 names, **+0** **−0**, turnover 0%, fee ₹0Names
36. 26 Sep 202542 names, **+10** **−9**, turnover 24%, fee ₹48Names
37. 19 Sep 202541 names, **+0** **−0**, turnover 0%, fee ₹0Names
38. 12 Sep 202541 names, **+9** **−9**, turnover 22%, fee ₹44Names
39. 5 Sep 202541 names, **+0** **−0**, turnover 0%, fee ₹0Names
40. 29 Aug 202541 names, **+5** **−6**, turnover 15%, fee ₹29Names
41. 22 Aug 202542 names, **+0** **−0**, turnover 0%, fee ₹0Names
42. 15 Aug 202542 names, **+9** **−7**, turnover 21%, fee ₹43Names
43. 8 Aug 202540 names, **+0** **−0**, turnover 0%, fee ₹0Names
44. 1 Aug 202540 names, **+8** **−10**, turnover 25%, fee ₹50Names
45. 25 Jul 202542 names, **+0** **−0**, turnover 0%, fee ₹0Names
46. 18 Jul 202542 names, **+10** **−10**, turnover 24%, fee ₹48Names
47. 11 Jul 202542 names, **+0** **−0**, turnover 0%, fee ₹0Names
48. 4 Jul 202542 names, **+9** **−9**, turnover 21%, fee ₹43Names
49. 27 Jun 202542 names, **+0** **−0**, turnover 0%, fee ₹0Names
50. 20 Jun 202542 names, **+10** **−10**, turnover 24%, fee ₹48Names
51. 13 Jun 202542 names, **+0** **−0**, turnover 0%, fee ₹0Names
52. 6 Jun 202542 names, **+15** **−15**, turnover 36%, fee ₹71Names
53. 30 May 202542 names, **+0** **−0**, turnover 0%, fee ₹0Names
54. 23 May 202542 names, **+18** **−18**, turnover 43%, fee ₹86Names
55. 16 May 202542 names, **+0** **−0**, turnover 0%, fee ₹0Names
56. 9 May 202542 names, **+11** **−11**, turnover 26%, fee ₹52Names
57. 2 May 202542 names, **+0** **−0**, turnover 0%, fee ₹0Names
58. 25 Apr 202542 names, **+10** **−10**, turnover 24%, fee ₹48Names
59. 18 Apr 202542 names, **+0** **−0**, turnover 0%, fee ₹0Names
60. 11 Apr 202542 names, **+13** **−13**, turnover 31%, fee ₹62Names
61. 4 Apr 202542 names, **+0** **−0**, turnover 0%, fee ₹0Names
62. 28 Mar 202542 names, **+10** **−10**, turnover 24%, fee ₹48Names
63. 21 Mar 202542 names, **+0** **−0**, turnover 0%, fee ₹0Names
64. 14 Mar 202542 names, **+8** **−8**, turnover 19%, fee ₹38Names
65. 7 Mar 202542 names, **+0** **−0**, turnover 0%, fee ₹0Names
66. 28 Feb 202542 names, **+8** **−8**, turnover 19%, fee ₹38Names
67. 21 Feb 202542 names, **+0** **−0**, turnover 0%, fee ₹0Names
68. 14 Feb 202542 names, **+12** **−12**, turnover 29%, fee ₹57Names
69. 7 Feb 202542 names, **+0** **−0**, turnover 0%, fee ₹0Names
70. 31 Jan 202542 names, **+10** **−10**, turnover 24%, fee ₹48Names
71. 24 Jan 202542 names, **+0** **−0**, turnover 0%, fee ₹0Names
72. 17 Jan 202542 names, **+9** **−8**, turnover 21%, fee ₹43Names
73. 10 Jan 202541 names, **+0** **−0**, turnover 0%, fee ₹0Names
74. 3 Jan 202541 names, **+8** **−8**, turnover 20%, fee ₹39Names
75. 2024
76. 27 Dec 202441 names, **+0** **−0**, turnover 0%, fee ₹0Names
77. 20 Dec 202441 names, **+13** **−13**, turnover 32%, fee ₹63Names
78. 13 Dec 202441 names, **+0** **−0**, turnover 0%, fee ₹0Names
79. 6 Dec 202441 names, **+7** **−8**, turnover 20%, fee ₹39Names
80. 29 Nov 202442 names, **+0** **−0**, turnover 0%, fee ₹0Names
81. 22 Nov 202442 names, **+5** **−5**, turnover 12%, fee ₹24Names
82. 15 Nov 202442 names, **+1** **−5**, turnover 12%, fee ₹24Names
83. 8 Nov 202446 names, **+6** **−4**, turnover 13%, fee ₹26Names
84. 25 Oct 202444 names, **+3** **−7**, turnover 16%, fee ₹32Names
85. 11 Oct 202448 names, **+7** **−8**, turnover 17%, fee ₹33Names
86. 27 Sep 202449 names, **+7** **−9**, turnover 18%, fee ₹37Names
87. 13 Sep 202451 names, **+9** **−7**, turnover 18%, fee ₹35Names
88. 30 Aug 202449 names, **+8** **−9**, turnover 18%, fee ₹37Names
89. 16 Aug 202450 names, **+9** **−8**, turnover 18%, fee ₹36Names
90. 2 Aug 202449 names, **+8** **−5**, turnover 16%, fee ₹33Names
91. 19 Jul 202446 names, **+5** **−8**, turnover 17%, fee ₹35Names
92. 5 Jul 202449 names, **+9** **−6**, turnover 18%, fee ₹37Names
93. 21 Jun 202446 names, **+5** **−10**, turnover 22%, fee ₹43Names
94. 7 Jun 202451 names, **+10** **−10**, turnover 20%, fee ₹39Names
95. 24 May 202451 names, **+10** **−4**, turnover 20%, fee ₹39Names
96. 10 May 202445 names, **+2** **−8**, turnover 18%, fee ₹36Names
97. 26 Apr 202451 names, **+10** **−7**, turnover 20%, fee ₹39Names
98. 12 Apr 202448 names, **+6** **−5**, turnover 13%, fee ₹25Names
99. 29 Mar 202447 names, **+6** **−3**, turnover 13%, fee ₹26Names
100. 15 Mar 202444 names, **+2** **−6**, turnover 14%, fee ₹27Names
101. 1 Mar 202448 names, **+7** **−11**, turnover 23%, fee ₹46Names
102. 16 Feb 202452 names, **+11** **−9**, turnover 21%, fee ₹42Names
103. 2 Feb 202450 names, **+8** **−5**, turnover 16%, fee ₹32Names
104. 19 Jan 202447 names, **+3** **−5**, turnover 11%, fee ₹21Names
105. 5 Jan 202449 names, **+8** **−11**, turnover 22%, fee ₹45Names
106. 2023
107. 22 Dec 202352 names, **+10** **−7**, turnover 19%, fee ₹38Names
108. 8 Dec 202349 names, **+8** **−9**, turnover 18%, fee ₹37Names
109. 24 Nov 202350 names, **+9** **−5**, turnover 18%, fee ₹36Names
110. 10 Nov 202346 names, **+2** **−3**, turnover 7%, fee ₹13Names
111. 27 Oct 202347 names, **+6** **−5**, turnover 13%, fee ₹26Names
112. 13 Oct 202346 names, **+5** **−7**, turnover 15%, fee ₹30Names
113. 29 Sep 202348 names, **+6** **−8**, turnover 17%, fee ₹33Names
114. 15 Sep 202350 names, **+7** **−9**, turnover 18%, fee ₹36Names
115. 1 Sep 202352 names, **+8** **−6**, turnover 15%, fee ₹31Names
116. 18 Aug 202350 names, **+8** **−7**, turnover 16%, fee ₹32Names
117. 4 Aug 202349 names, **+8** **−10**, turnover 20%, fee ₹41Names
118. 21 Jul 202351 names, **+8** **−11**, turnover 22%, fee ₹43Names
119. 7 Jul 202354 names, **+12** **−10**, turnover 22%, fee ₹44Names
120. 23 Jun 202352 names, **+9** **−8**, turnover 17%, fee ₹35Names
121. 9 Jun 202351 names, **+8** **−9**, turnover 18%, fee ₹35Names
122. 26 May 202352 names, **+11** **−14**, turnover 27%, fee ₹54Names
123. 12 May 202355 names, **+12** **−10**, turnover 22%, fee ₹44Names
124. 28 Apr 202353 names, **+12** **−6**, turnover 23%, fee ₹45Names
125. 14 Apr 202347 names, **+4** **−3**, turnover 9%, fee ₹17Names
126. 31 Mar 202346 names, **+5** **−5**, turnover 11%, fee ₹22Names
127. 17 Mar 202346 names, **+5** **−9**, turnover 20%, fee ₹39Names
128. 3 Mar 202350 names, **+9** **−8**, turnover 18%, fee ₹36Names
129. 17 Feb 202349 names, **+8** **−7**, turnover 16%, fee ₹33Names
130. 3 Feb 202348 names, **+6** **−5**, turnover 13%, fee ₹25Names
131. 20 Jan 202347 names, **+5** **−1**, turnover 11%, fee ₹21Names
132. 6 Jan 202343 names, **+1** **−5**, turnover 12%, fee ₹23Names
133. 2022
134. 23 Dec 202247 names, **+5** **−8**, turnover 17%, fee ₹34Names
135. 9 Dec 202250 names, **+9** **−5**, turnover 18%, fee ₹36Names
136. 25 Nov 202246 names, **+5** **−7**, turnover 15%, fee ₹30Names
137. 11 Nov 202248 names, **+7** **−8**, turnover 17%, fee ₹33Names
138. 28 Oct 202249 names, **+8** **−1**, turnover 16%, fee ₹33Names
139. 14 Oct 202242 names, **+0** **−7**, turnover 17%, fee ₹33Names
140. 30 Sep 202249 names, **+6** **−7**, turnover 14%, fee ₹29Names
141. 16 Sep 202250 names, **+8** **−10**, turnover 20%, fee ₹40Names
142. 2 Sep 202252 names, **+8** **−8**, turnover 15%, fee ₹31Names
143. 19 Aug 202252 names, **+9** **−8**, turnover 17%, fee ₹35Names
144. 5 Aug 202251 names, **+8** **−9**, turnover 18%, fee ₹35Names
145. 22 Jul 202252 names, **+11** **−10**, turnover 21%, fee ₹42Names
146. 8 Jul 202251 names, **+10** **−6**, turnover 20%, fee ₹39Names
147. 24 Jun 202247 names, **+3** **−7**, turnover 15%, fee ₹30Names
148. 10 Jun 202251 names, **+9** **−10**, turnover 20%, fee ₹39Names
149. 27 May 202252 names, **+9** **−6**, turnover 17%, fee ₹35Names
150. 13 May 202249 names, **+5** **−10**, turnover 20%, fee ₹41Names
151. 29 Apr 202254 names, **+12** **−6**, turnover 22%, fee ₹44Names
152. 15 Apr 202248 names, **+7** **−10**, turnover 21%, fee ₹42Names
153. 1 Apr 202251 names, **+9** **−4**, turnover 18%, fee ₹35Names
154. 18 Mar 202246 names, **+4** **−4**, turnover 9%, fee ₹17Names
155. 4 Mar 202246 names, **+3** **−3**, turnover 7%, fee ₹13Names
156. 18 Feb 202246 names, **+4** **−5**, turnover 11%, fee ₹22Names
157. 4 Feb 202247 names, **+4** **−10**, turnover 21%, fee ₹43Names
158. 21 Jan 202253 names, **+11** **−3**, turnover 21%, fee ₹42Names
159. 7 Jan 202245 names, **+4** **−4**, turnover 9%, fee ₹18Names
160. 2021
161. 24 Dec 202145 names, **+4** **−4**, turnover 9%, fee ₹18Names
162. 10 Dec 202145 names, **+3** **−10**, turnover 22%, fee ₹44Names
163. 26 Nov 202152 names, **+10** **−5**, turnover 19%, fee ₹38Names
164. 12 Nov 202147 names, **+4** **−6**, turnover 13%, fee ₹26Names
165. 29 Oct 202149 names, **+7** **−7**, turnover 14%, fee ₹29Names
166. 15 Oct 202149 names, **+8** **−13**, turnover 27%, fee ₹53Names
167. 1 Oct 202154 names, **+13** **−7**, turnover 24%, fee ₹48Names
168. 17 Sep 202148 names, **+7** **−8**, turnover 17%, fee ₹33Names
169. 3 Sep 202149 names, **+8** **−7**, turnover 16%, fee ₹33Names
170. 20 Aug 202148 names, **+6** **−6**, turnover 13%, fee ₹25Names
171. 6 Aug 202148 names, **+6** **−6**, turnover 13%, fee ₹25Names
172. 23 Jul 202148 names, **+7** **−4**, turnover 15%, fee ₹29Names
173. 9 Jul 202145 names, **+3** **−8**, turnover 18%, fee ₹36Names
174. 25 Jun 202150 names, **+8** **−6**, turnover 16%, fee ₹32Names
175. 11 Jun 202148 names, **+7** **−8**, turnover 17%, fee ₹33Names
176. 28 May 202149 names, **+8** **−0**, turnover 16%, fee ₹33Names
177. 14 May 202141 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
* 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.

1. 8 May 2026Financial Services −15Down
2. 13 Feb 2026Financial Services −10Down
3. 16 Jan 2026Financial Services +13Up
4. 7 Nov 2025Financial Services +10Up
5. 10 Oct 2025Financial Services +13Up
6. 15 Aug 2025Automobile and Auto Components +12Up

            05Documents

## The record, to reuse.

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

              * [JSON, this page's data170 cycles](/instiv2/data/rebalances/largemid-multi-asset.json)

              * [Large Mid Multi Asset strategy pagefactsheet](/strategies/largemid-multi-asset)

              * [All 18 historieshub](/rebalance/)

            Same family, Large and mid

* [Large Midcap](/rebalance/large-midcap/)
* [Large Mid Hybrid](/rebalance/large-mid-hybrid/)
* [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 Allcap Multi Asset with Large Mid Multi AssetTwo model curves, every risk figure](/strategies/compare/allcap-multi-asset-vs-largemid-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 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](/data/rebalances/largemid-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 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.

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