Rebalance record, Mid and small

Data as of 8 May 2026

Midcap Smallcap rebalance history

Midcap Smallcap rebalance history is the record of every published model rebalance since 14 May 2021: 131 cycles with the names in and out. Record to 8 May 2026.

Published rebalances: 131since 14 May 2021
Cadence: Every 2 weeksabout 26 a year
Latest published: 8 May 202657 names on the list
Average turnover: 25%of the list, cycles with changes

Download the record as CSV

Turnover at each rebalanceMay 2021 to 8 May 2026, 130 cycles

Share of the list that changed, model record. Highest 47%.

Glowing teal and blue bars rising left to right over a glass floor, like a year of monthly returns

01The latest cycle

8 May 2026: 24 out, 17 in, 40 held.

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

And 40 more names held, unchanged.

Names changed24 of 57

Value traded₹42,105

Fee, 0.2%₹84

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 Midcap Smallcap became about ₹737 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.

Midcap Smallcap fell at most 23.5% 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: Midcap Smallcap −23.5% 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

131 published rebalances, newest first.

The newest 12 with their names; older cycles below, 12 at a time.

Turnover of the last 12 Midcap Smallcap rebalances, highest 42% 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

131 rebalances

2026
8 May 202657 names on the list

In
+17
Out
−24
Held
40
Turnover
42%

On ₹1,00,000 at equal weight this cycle traded about ₹42,105, fee ₹84 at 0.2%.

In, 17
IDEAFORGE SUNFLAG BHEL COHANCE HCC CYIENTDLM MANINFRA KIRLPNU BALAMINES JAIBALAJI HSCL KPEL SCI SKYGOLD SKIPPER ELECON FUSION
Out, 24
DEEPINDSPREMIERENESILVER1SILVERIETFSILVERADDSILVERBEESSBISILVERSILVERCASESILVERAXISILVERHDFCSILVERSMSPHARMAHINDCOPPERSBCZYDUSWELLAETHER GESHIP GOKULAGRO VEDL ACMESOLAR KIRLOSENGNOCILKTKBANKMBAPL
24 Apr 202664 names on the list

In
+23
Out
−14
Held
41
Turnover
36%

On ₹1,00,000 at equal weight this cycle traded about ₹35,938, fee ₹72 at 0.2%.

In, 23
OLAELEC GALLANTT QPOWER LLOYDSENT MANINDS EIEL WELCORP JTLIND VENUSPIPES EPIGRAL ANGELONE HFCL ADANIGREEN APOLLO JAYNECOIND LLOYDSENGG ABDL KRISHANAMONQ50GOLDIAM PAISALO ADANIENSOL SAMBHV
Out, 14
BHARATFORG VTLQGOLDHALFGOLDCASEBELRISEBSLGOLDETFGOLDETFGOLD1TATAGOLDSETFGOLDGOLDBEESHDFCGOLDGOLDIETFGROWWGOLD
10 Apr 202655 names on the list

In
+14
Out
−4
Held
41
Turnover
25%

On ₹1,00,000 at equal weight this cycle traded about ₹25,455, fee ₹51 at 0.2%.

In, 14
PFOCUS WEBELSOLAR CUPIDDEEPINDSPREMIERENESMSPHARMAZYDUSWELLLLOYDSME GOKULAGRO ACMESOLARNOCILADANIPOWER KSBMBAPL
Out, 4
TEJASNETAXISGOLDASHOKLEYSHRIRAMFIN
27 Mar 202645 names on the list

In
+4
Out
−13
Held
41
Turnover
29%

On ₹1,00,000 at equal weight this cycle traded about ₹28,889, fee ₹58 at 0.2%.

In, 4
ATHERENERG AETHER KTKBANK BELRISE
Out, 13
EASEMYTRIPMANINDS QPOWER ENGINERSIN TMBLUMAXTECHSHARDACROPJAMNAAUTOKARURVYSYASBINTARILMRPLUNIONBANK
13 Mar 202654 names on the list

In
+5
Out
−6
Held
49
Turnover
11%

On ₹1,00,000 at equal weight this cycle traded about ₹11,111, fee ₹22 at 0.2%.

In, 5
TEJASNET AGIILHDFCGOLDGOLDBEESAXISGOLD
Out, 6
POKARNARAINJKTYRESYRMA AARTIINDIMFA
27 Feb 202655 names on the list

In
+13
Out
−12
Held
42
Turnover
24%

On ₹1,00,000 at equal weight this cycle traded about ₹23,636, fee ₹47 at 0.2%.

In, 13
KRNEASEMYTRIPMANINDS BHARATFORG QPOWER ENGINERSIN PRECWIRE AEROFLEX KIRLOSENGJAMNAAUTOSBINTARILVTL
Out, 12
HINDZINCHDFCGOLDAXISGOLDGOLDBEESHINDALCOSOUTHBANKUJJIVANSFBBANKINDIADCBBANKGAELASHAPURMIN JTLIND
Average turnover by year, highest in 2025 at 27%
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.
13 Feb 202654 names on the list

In
+12
Out
−17
Held
42
Turnover
31%

On ₹1,00,000 at equal weight this cycle traded about ₹31,481, fee ₹63 at 0.2%.

In, 12
STLTECHSHARDACROPAVANTIFEEDMRPLPOKARNAKARURVYSYATDPOWERSYS TMB SYRMA AARTIIND GESHIP BLISSGVS
Out, 17
CSBBANKIIFLRICOAUTOIDEAGRMOVERIIFLCAPSLTFSANSERASANDUMALAURUSLABSFEDFINAAUBANKJAMNAAUTOCUBINDIACEMPOCLTARC
30 Jan 202659 names on the list

In
+19
Out
−9
Held
40
Turnover
32%

On ₹1,00,000 at equal weight this cycle traded about ₹32,203, fee ₹64 at 0.2%.

In, 19
GOLDIETFTATAGOLDGOLDCASEBSLGOLDETFSETFGOLDHDFCGOLDGOLDETFAXISGOLDGOLDBEESGROWWGOLDQGOLDHALFGOLD1SOUTHBANKUJJIVANSFBUNIONBANKBANKINDIADCBBANKJTLIND BAJAJCON
Out, 9
AXITAM&MFINKIRLOSENGGMBREWSJSCANBKPRICOLLTDABCAPITALTATVA
16 Jan 202649 names on the list

In
+9
Out
−8
Held
40
Turnover
18%

On ₹1,00,000 at equal weight this cycle traded about ₹18,367, fee ₹37 at 0.2%.

In, 9
SILVERCASECSBBANKGAELIIFLCAPSSANSERA HINDALCOFEDFINAINDIACEMTARC
Out, 8
LGBBROSLTDTDPOWERSYSZOTAFEDERALBNKABDLPARAGMILKANURASSOUTHBANK
2 Jan 202648 names on the list

In
+6
Out
−7
Held
42
Turnover
15%

On ₹1,00,000 at equal weight this cycle traded about ₹14,583, fee ₹29 at 0.2%.

In, 6
RAINGMBREWSANDUMAVEDL LAURUSLABSIIFL
Out, 7
DCBBANKPRECWIRE PGIL APOLLOCHENNPETROHBLENGINEASAHIINDIA
2025
19 Dec 202549 names on the list

In
+7
Out
−16
Held
42
Turnover
33%

On ₹1,00,000 at equal weight this cycle traded about ₹32,653, fee ₹65 at 0.2%.

In, 7
AXITAHINDCOPPERASHOKLEYASHAPURMINPRICOLLTDANURASHINDZINC
Out, 16
GMBREWTHYROCAREMRPLINDIANBGARUDAGMDCLTDCCLTFCILTDRBLBANKGABRIELVIYASHSANDUMAPSPPROJECTBHELJSLLSIRCA
5 Dec 202558 names on the list

In
+11
Out
−10
Held
47
Turnover
19%

On ₹1,00,000 at equal weight this cycle traded about ₹18,966, fee ₹38 at 0.2%.

In, 11
RICOAUTOJAMNAAUTOM&MFINSBISILVERHDFCSILVERSILVERAXISILVERNATIONALUM PGILFEDERALBNKASAHIINDIA
Out, 10
SAMMAANCAPIXIGO HINDCOPPER ADANIPOWERYATHARTHAVALON BAJAJCON KRISHANAGPILBLACKBUCK
21 Nov 202557 names, +17 −13, turnover 30%, fee ₹60
7 Nov 202553 names, +12 −13, turnover 25%, fee ₹49
24 Oct 202554 names, +12 −14, turnover 26%, fee ₹52
10 Oct 202556 names, +16 −10, turnover 29%, fee ₹57
26 Sep 202550 names, +10 −12, turnover 24%, fee ₹48
12 Sep 202552 names, +12 −10, turnover 23%, fee ₹46
29 Aug 202550 names, +9 −9, turnover 18%, fee ₹36
15 Aug 202550 names, +10 −14, turnover 28%, fee ₹56
1 Aug 202554 names, +11 −16, turnover 30%, fee ₹59
18 Jul 202559 names, +19 −12, turnover 32%, fee ₹64
4 Jul 202552 names, +11 −13, turnover 25%, fee ₹50
20 Jun 202554 names, +13 −18, turnover 33%, fee ₹67
6 Jun 202559 names, +25 −19, turnover 42%, fee ₹85
23 May 202553 names, +20 −25, turnover 47%, fee ₹94
9 May 202558 names, +17 −13, turnover 29%, fee ₹59
25 Apr 202554 names, +13 −18, turnover 33%, fee ₹67
11 Apr 202559 names, +16 −12, turnover 27%, fee ₹54
28 Mar 202555 names, +14 −14, turnover 25%, fee ₹51
14 Mar 202555 names, +14 −9, turnover 25%, fee ₹51
28 Feb 202550 names, +10 −10, turnover 20%, fee ₹40
14 Feb 202550 names, +10 −9, turnover 20%, fee ₹40
31 Jan 202549 names, +7 −3, turnover 14%, fee ₹29
17 Jan 202545 names, +2 −8, turnover 18%, fee ₹36
3 Jan 202551 names, +6 −13, turnover 25%, fee ₹51
2024
20 Dec 202458 names, +17 −6, turnover 29%, fee ₹59
6 Dec 202447 names, +5 −9, turnover 19%, fee ₹38
22 Nov 202451 names, +9 −10, turnover 20%, fee ₹39
8 Nov 202452 names, +12 −9, turnover 23%, fee ₹46
25 Oct 202449 names, +9 −8, turnover 18%, fee ₹37
11 Oct 202448 names, +8 −12, turnover 25%, fee ₹50
27 Sep 202452 names, +11 −12, turnover 23%, fee ₹46
13 Sep 202453 names, +12 −12, turnover 23%, fee ₹45
30 Aug 202453 names, +13 −11, turnover 25%, fee ₹49
16 Aug 202451 names, +11 −13, turnover 25%, fee ₹51
2 Aug 202453 names, +12 −12, turnover 23%, fee ₹45
19 Jul 202453 names, +11 −14, turnover 26%, fee ₹53
5 Jul 202456 names, +17 −10, turnover 30%, fee ₹61
21 Jun 202449 names, +10 −11, turnover 22%, fee ₹45
7 Jun 202450 names, +13 −13, turnover 26%, fee ₹52
24 May 202450 names, +10 −9, turnover 20%, fee ₹40
10 May 202449 names, +6 −14, turnover 29%, fee ₹57
26 Apr 202457 names, +16 −7, turnover 28%, fee ₹56
12 Apr 202448 names, +8 −5, turnover 17%, fee ₹33
29 Mar 202445 names, +3 −9, turnover 20%, fee ₹40
15 Mar 202451 names, +11 −11, turnover 22%, fee ₹43
1 Mar 202451 names, +10 −16, turnover 31%, fee ₹63
16 Feb 202457 names, +17 −18, turnover 32%, fee ₹63
2 Feb 202458 names, +18 −14, turnover 31%, fee ₹62
19 Jan 202454 names, +12 −13, turnover 24%, fee ₹48
5 Jan 202455 names, +14 −9, turnover 25%, fee ₹51
2023
22 Dec 202350 names, +9 −13, turnover 26%, fee ₹52
8 Dec 202354 names, +11 −11, turnover 20%, fee ₹41
24 Nov 202354 names, +13 −7, turnover 24%, fee ₹48
10 Nov 202348 names, +8 −9, turnover 19%, fee ₹38
27 Oct 202349 names, +9 −6, turnover 18%, fee ₹37
13 Oct 202346 names, +4 −9, turnover 20%, fee ₹39
29 Sep 202351 names, +8 −11, turnover 22%, fee ₹43
15 Sep 202354 names, +12 −10, turnover 22%, fee ₹44
1 Sep 202352 names, +12 −12, turnover 23%, fee ₹46
18 Aug 202352 names, +10 −10, turnover 19%, fee ₹38
4 Aug 202352 names, +10 −11, turnover 21%, fee ₹42
21 Jul 202353 names, +10 −11, turnover 21%, fee ₹42
7 Jul 202354 names, +14 −22, turnover 41%, fee ₹81
23 Jun 202362 names, +20 −13, turnover 32%, fee ₹65
9 Jun 202355 names, +14 −16, turnover 29%, fee ₹58
26 May 202357 names, +16 −13, turnover 28%, fee ₹56
12 May 202354 names, +14 −14, turnover 26%, fee ₹52
28 Apr 202354 names, +13 −9, turnover 24%, fee ₹48
14 Apr 202350 names, +9 −10, turnover 20%, fee ₹40
31 Mar 202351 names, +11 −6, turnover 22%, fee ₹43
17 Mar 202346 names, +5 −12, turnover 26%, fee ₹52
3 Mar 202353 names, +13 −11, turnover 25%, fee ₹49
17 Feb 202351 names, +10 −9, turnover 20%, fee ₹39
3 Feb 202350 names, +10 −10, turnover 20%, fee ₹40
20 Jan 202350 names, +10 −10, turnover 20%, fee ₹40
6 Jan 202350 names, +10 −10, turnover 20%, fee ₹40
2022
23 Dec 202250 names, +9 −11, turnover 22%, fee ₹44
9 Dec 202252 names, +11 −10, turnover 21%, fee ₹42
25 Nov 202251 names, +11 −11, turnover 22%, fee ₹43
11 Nov 202251 names, +11 −12, turnover 24%, fee ₹47
28 Oct 202252 names, +10 −14, turnover 27%, fee ₹54
14 Oct 202256 names, +12 −8, turnover 21%, fee ₹43
30 Sep 202252 names, +9 −13, turnover 25%, fee ₹50
16 Sep 202256 names, +12 −15, turnover 27%, fee ₹54
2 Sep 202259 names, +19 −14, turnover 32%, fee ₹64
19 Aug 202254 names, +13 −18, turnover 33%, fee ₹67
5 Aug 202259 names, +17 −16, turnover 29%, fee ₹58
22 Jul 202258 names, +18 −8, turnover 31%, fee ₹62
8 Jul 202248 names, +6 −5, turnover 13%, fee ₹25
24 Jun 202247 names, +5 −12, turnover 26%, fee ₹51
10 Jun 202254 names, +14 −8, turnover 26%, fee ₹52
27 May 202248 names, +6 −8, turnover 17%, fee ₹33
13 May 202250 names, +5 −13, turnover 26%, fee ₹52
29 Apr 202258 names, +14 −8, turnover 24%, fee ₹48
15 Apr 202252 names, +9 −18, turnover 35%, fee ₹69
1 Apr 202261 names, +21 −6, turnover 34%, fee ₹69
18 Mar 202246 names, +5 −5, turnover 11%, fee ₹22
4 Mar 202246 names, +6 −9, turnover 20%, fee ₹39
18 Feb 202249 names, +7 −5, turnover 14%, fee ₹29
4 Feb 202247 names, +5 −11, turnover 23%, fee ₹47
21 Jan 202253 names, +11 −5, turnover 21%, fee ₹42
7 Jan 202247 names, +6 −12, turnover 26%, fee ₹51
2021
24 Dec 202153 names, +12 −11, turnover 23%, fee ₹45
10 Dec 202152 names, +11 −11, turnover 21%, fee ₹42
26 Nov 202152 names, +12 −9, turnover 23%, fee ₹46
12 Nov 202149 names, +8 −12, turnover 24%, fee ₹49
29 Oct 202153 names, +12 −13, turnover 25%, fee ₹49
15 Oct 202154 names, +14 −8, turnover 26%, fee ₹52
1 Oct 202148 names, +7 −9, turnover 19%, fee ₹38
17 Sep 202150 names, +8 −8, turnover 16%, fee ₹32
3 Sep 202150 names, +9 −7, turnover 18%, fee ₹36
20 Aug 202148 names, +6 −9, turnover 19%, fee ₹38
6 Aug 202151 names, +11 −14, turnover 27%, fee ₹55
23 Jul 202154 names, +13 −8, turnover 24%, fee ₹48
9 Jul 202149 names, +8 −16, turnover 33%, fee ₹65
25 Jun 202157 names, +17 −15, turnover 30%, fee ₹60
11 Jun 202155 names, +14 −14, turnover 25%, fee ₹51
28 May 202155 names, +15 −0, turnover 27%, fee ₹55
14 May 202140 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

Capital Goods
Financial Services
Metals & Mining
Fast Moving Consumer Goods
Chemicals
Automobile and Auto Components
Healthcare
Consumer Durables
Other

New names entering Midcap Smallcap each year, most in 2025

Names added across all rebalances in each calendar year (2021: 16 rebalances, 2022: 26 rebalances, 2023: 26 rebalances, 2024: 26 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.

9 such shifts in 131 rebalances; the latest six.

24 Apr 2026Capital Goods +10Up
27 Feb 2026Capital Goods +15, Financial Services −11Up
7 Nov 2025Capital Goods −11Down
9 May 2025Capital Goods +11Up
25 Apr 2025Financial Services +11Up
16 Feb 2024Financial Services +11Up

05Documents

The record, to reuse.

Same family, Mid and small

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

Midcap Smallcap rebalances, in plain words

How often does Midcap Smallcap rebalance?

Every 2 weeks on the published schedule, about 26 times a year. The record holds 131 published rebalances from 14 May 2021 to 8 May 2026; on 130 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 ₹24,745 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 Midcap Smallcap.

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.