Rebalance record, All market

Data as of 8 May 2026

TotalMarket Hybrid rebalance history

TotalMarket Hybrid 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 202647 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, 169 cycles

Share of the list that changed, model record. Highest 55%.

A treemap of glass tiles in navy and teal, a few of them lit

01The latest cycle

8 May 2026: 24 out, 23 in, 24 held.

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

And 24 more names held, unchanged.

Names changed24 of 47

Value traded₹51,064

Fee, 0.2%₹102

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 TotalMarket Hybrid became about ₹581 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.

TotalMarket Hybrid fell at most 21.2% 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: TotalMarket Hybrid −21.2% 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

170 published rebalances, newest first.

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

Turnover of the last 12 TotalMarket Hybrid rebalances, highest 51% 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 202647 names on the list

In
+23
Out
−24
Held
24
Turnover
51%

On ₹1,00,000 at equal weight this cycle traded about ₹51,064, fee ₹102 at 0.2%.

In, 23
BHEL COHANCE HCC KIRLPNU BALAMINES JAIBALAJI HSCL DATAPATTNS SCI SKYGOLD SKIPPER ELECON BSE PTC PNBHOUSING SYRMA SUZLON NETWEB DIACABS FINCABLES BANDHANBNK GOKULAGRO ASHAPURMIN
Out, 24
OLAELEC EIEL ANGELONE PFOCUS NATIONALUM AVANTIFEED ABDL KSB INOXINDIA DEEPAKFERT HINDCOPPERKAJARIACERTHANGAMAYLACMESOLAROSWALPUMPSSANSERAFIVESTARMCXAWFISIMFAHEGJINDALSAW VEDL BELRISE
1 May 202648 names on the list

In
+0
Out
−0
Held
48
Turnover
0%

Nothing changed, so nothing was traded and nothing was charged.
24 Apr 202648 names on the list

In
+21
Out
−21
Held
27
Turnover
44%

On ₹1,00,000 at equal weight this cycle traded about ₹43,750, fee ₹88 at 0.2%.

In, 21
OLAELEC GALLANTT LLOYDSENT EIEL WELCORP ANGELONE HFCL ADANIGREEN APOLLO LLOYDSENGG ABDL AZAD ADANIENSOL INOXINDIA DEEPAKFERTKAJARIACEROSWALPUMPSFIVESTARAWFISHEGJINDALSAW
Out, 21
MTARTECHPREMIERENEZYDUSWELLAETHER GESHIP GOKULAGRO KTKBANK NATCOPHARM TMB BHARATFORGABSLAMCLUMAXTECHGPILGRANULESSTARSHRIRAMFINGAELVTLWAAREEENERCCLAUROPHARMA
17 Apr 202648 names on the list

In
+0
Out
−0
Held
48
Turnover
0%

Nothing changed, so nothing was traded and nothing was charged.
10 Apr 202648 names on the list

In
+19
Out
−15
Held
29
Turnover
40%

On ₹1,00,000 at equal weight this cycle traded about ₹39,583, fee ₹79 at 0.2%.

In, 19
PFOCUS WEBELSOLAR CUPID PREMIERENEZYDUSWELLLLOYDSME GOKULAGRO ACMESOLAR ADANIPOWER KSB TMBGPILGRANULESSTARGAELJAYNECOINDWAAREEENERTHERMAX QPOWER
Out, 15
DATAPATTNSCHENNPETROJBCHEPHARMSAILIFEASHOKLEYTORNTPHARMMRPLTEJASNETCUMMINSINDLUPINCOALINDIA HINDALCO NTPCKARURVYSYAJ&KBANK
3 Apr 202644 names on the list

In
+0
Out
−0
Held
44
Turnover
0%

Nothing changed, so nothing was traded and nothing was charged.
Average turnover by year, highest in 2026 at 33%
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 202644 names on the list

In
+10
Out
−12
Held
34
Turnover
27%

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

In, 10
ACUTAAS AETHER KTKBANKABSLAMCSAILIFE AUROPHARMA COALINDIA NTPCLUMAXTECHCCL
Out, 12
SHARDACROPBANDHANBNK SBINUNIONBANKONESOURCEJAMNAAUTOFEDERALBNKINDIANBFINCABLESBANKINDIAGAELJINDALSTEL
20 Mar 202646 names on the list

In
+0
Out
−0
Held
46
Turnover
0%

Nothing changed, so nothing was traded and nothing was charged.
13 Mar 202646 names on the list

In
+14
Out
−13
Held
32
Turnover
30%

On ₹1,00,000 at equal weight this cycle traded about ₹30,435, fee ₹61 at 0.2%.

In, 14
TEJASNET NATCOPHARM J&KBANK TORNTPHARM BELRISEJBCHEPHARMONESOURCEFEDERALBNKHINDALCOLUPINFINCABLESCHENNPETROGAELIMFA
Out, 13
EASEMYTRIPENGINERSINLUMAXTECHTARILELGIEQUIPINGERRANDKIMSSCI MOTHERSONCIEINDIATATASTEELYATHARTHAARTIIND
6 Mar 202645 names on the list

In
+0
Out
−0
Held
45
Turnover
0%

Nothing changed, so nothing was traded and nothing was charged.
27 Feb 202645 names on the list

In
+17
Out
−20
Held
28
Turnover
44%

On ₹1,00,000 at equal weight this cycle traded about ₹44,444, fee ₹89 at 0.2%.

In, 17
KRNEASEMYTRIPENGINERSINTARILVTLCUMMINSINDELGIEQUIPDATAPATTNS ATHERENERGINGERRANDKIMSSCI BANDHANBNK MOTHERSONCIEINDIAINDIANBYATHARTH
Out, 20
RAINJKTYREAPLAPOLLOSYRMAIMFAARVINDUJJIVANSFBFEDERALBNKHINDALCODCBBANKCUBAETHERWAAREEENERGOKEXHINDZINC IDEAMUTHOOTFINM&MFINPTC SAIL
20 Feb 202648 names on the list

In
+0
Out
−0
Held
48
Turnover
0%

Nothing changed, so nothing was traded and nothing was charged.
13 Feb 202648 names, +17 −17, turnover 35%, fee ₹71
6 Feb 202648 names, +0 −0, turnover 0%, fee ₹0
30 Jan 202648 names, +9 −9, turnover 19%, fee ₹38
23 Jan 202648 names, +0 −0, turnover 0%, fee ₹0
16 Jan 202648 names, +8 −9, turnover 19%, fee ₹38
9 Jan 202649 names, +0 −0, turnover 0%, fee ₹0
2 Jan 202649 names, +9 −9, turnover 18%, fee ₹37
2025
26 Dec 202549 names, +0 −0, turnover 0%, fee ₹0
19 Dec 202549 names, +12 −11, turnover 24%, fee ₹49
12 Dec 202548 names, +0 −0, turnover 0%, fee ₹0
5 Dec 202548 names, +13 −11, turnover 27%, fee ₹54
28 Nov 202546 names, +0 −0, turnover 0%, fee ₹0
21 Nov 202546 names, +10 −13, turnover 28%, fee ₹57
14 Nov 202549 names, +0 −0, turnover 0%, fee ₹0
7 Nov 202549 names, +16 −14, turnover 33%, fee ₹65
31 Oct 202547 names, +0 −0, turnover 0%, fee ₹0
24 Oct 202547 names, +7 −7, turnover 15%, fee ₹30
17 Oct 202547 names, +0 −0, turnover 0%, fee ₹0
10 Oct 202547 names, +11 −10, turnover 23%, fee ₹47
3 Oct 202546 names, +0 −0, turnover 0%, fee ₹0
26 Sep 202546 names, +11 −12, turnover 26%, fee ₹52
19 Sep 202547 names, +0 −0, turnover 0%, fee ₹0
12 Sep 202547 names, +12 −12, turnover 26%, fee ₹51
5 Sep 202547 names, +0 −0, turnover 0%, fee ₹0
29 Aug 202547 names, +7 −5, turnover 15%, fee ₹30
22 Aug 202545 names, +0 −0, turnover 0%, fee ₹0
15 Aug 202545 names, +13 −14, turnover 31%, fee ₹62
8 Aug 202546 names, +0 −0, turnover 0%, fee ₹0
1 Aug 202546 names, +16 −18, turnover 39%, fee ₹78
25 Jul 202548 names, +0 −0, turnover 0%, fee ₹0
18 Jul 202548 names, +18 −18, turnover 38%, fee ₹75
11 Jul 202548 names, +0 −0, turnover 0%, fee ₹0
4 Jul 202548 names, +15 −12, turnover 31%, fee ₹63
27 Jun 202545 names, +0 −0, turnover 0%, fee ₹0
20 Jun 202545 names, +16 −17, turnover 38%, fee ₹76
13 Jun 202546 names, +0 −0, turnover 0%, fee ₹0
6 Jun 202546 names, +25 −24, turnover 54%, fee ₹109
30 May 202545 names, +0 −0, turnover 0%, fee ₹0
23 May 202545 names, +20 −19, turnover 44%, fee ₹89
16 May 202544 names, +0 −0, turnover 0%, fee ₹0
9 May 202544 names, +22 −24, turnover 55%, fee ₹109
2 May 202546 names, +0 −0, turnover 0%, fee ₹0
25 Apr 202546 names, +15 −15, turnover 33%, fee ₹65
18 Apr 202546 names, +0 −0, turnover 0%, fee ₹0
11 Apr 202546 names, +19 −18, turnover 41%, fee ₹83
4 Apr 202545 names, +0 −0, turnover 0%, fee ₹0
28 Mar 202545 names, +20 −24, turnover 53%, fee ₹107
21 Mar 202549 names, +0 −0, turnover 0%, fee ₹0
14 Mar 202549 names, +11 −8, turnover 22%, fee ₹45
7 Mar 202546 names, +0 −0, turnover 0%, fee ₹0
28 Feb 202546 names, +12 −10, turnover 26%, fee ₹52
21 Feb 202544 names, +0 −0, turnover 0%, fee ₹0
14 Feb 202544 names, +15 −17, turnover 39%, fee ₹77
7 Feb 202546 names, +0 −0, turnover 0%, fee ₹0
31 Jan 202546 names, +8 −7, turnover 17%, fee ₹35
24 Jan 202545 names, +0 −0, turnover 0%, fee ₹0
17 Jan 202545 names, +9 −10, turnover 22%, fee ₹44
10 Jan 202546 names, +0 −0, turnover 0%, fee ₹0
3 Jan 202546 names, +7 −10, turnover 22%, fee ₹43
2024
27 Dec 202449 names, +0 −0, turnover 0%, fee ₹0
20 Dec 202449 names, +20 −18, turnover 41%, fee ₹82
13 Dec 202447 names, +0 −0, turnover 0%, fee ₹0
6 Dec 202447 names, +8 −7, turnover 17%, fee ₹34
29 Nov 202446 names, +0 −0, turnover 0%, fee ₹0
22 Nov 202446 names, +7 −8, turnover 17%, fee ₹35
15 Nov 202447 names, +1 −8, turnover 17%, fee ₹34
8 Nov 202454 names, +10 −6, turnover 19%, fee ₹37
25 Oct 202450 names, +5 −10, turnover 20%, fee ₹40
11 Oct 202455 names, +8 −14, turnover 25%, fee ₹51
27 Sep 202461 names, +13 −16, turnover 26%, fee ₹52
13 Sep 202464 names, +17 −13, turnover 27%, fee ₹53
30 Aug 202460 names, +11 −10, turnover 18%, fee ₹37
16 Aug 202459 names, +13 −12, turnover 22%, fee ₹44
2 Aug 202458 names, +11 −7, turnover 19%, fee ₹38
19 Jul 202454 names, +8 −13, turnover 24%, fee ₹48
5 Jul 202459 names, +14 −11, turnover 24%, fee ₹47
21 Jun 202456 names, +10 −15, turnover 27%, fee ₹54
7 Jun 202461 names, +17 −15, turnover 28%, fee ₹56
24 May 202459 names, +13 −10, turnover 22%, fee ₹44
10 May 202456 names, +8 −11, turnover 20%, fee ₹39
26 Apr 202459 names, +15 −10, turnover 25%, fee ₹51
12 Apr 202454 names, +10 −8, turnover 19%, fee ₹37
29 Mar 202452 names, +5 −9, turnover 17%, fee ₹35
15 Mar 202456 names, +7 −8, turnover 14%, fee ₹29
1 Mar 202457 names, +9 −18, turnover 32%, fee ₹63
16 Feb 202466 names, +15 −16, turnover 24%, fee ₹48
2 Feb 202467 names, +15 −9, turnover 22%, fee ₹45
19 Jan 202461 names, +11 −17, turnover 28%, fee ₹56
5 Jan 202467 names, +16 −11, turnover 24%, fee ₹48
2023
22 Dec 202362 names, +10 −11, turnover 18%, fee ₹35
8 Dec 202363 names, +13 −18, turnover 29%, fee ₹57
24 Nov 202368 names, +17 −6, turnover 25%, fee ₹50
10 Nov 202357 names, +8 −14, turnover 25%, fee ₹49
27 Oct 202363 names, +12 −7, turnover 19%, fee ₹38
13 Oct 202358 names, +8 −9, turnover 16%, fee ₹31
29 Sep 202359 names, +8 −15, turnover 25%, fee ₹51
15 Sep 202366 names, +16 −13, turnover 24%, fee ₹48
1 Sep 202363 names, +13 −14, turnover 22%, fee ₹44
18 Aug 202364 names, +12 −15, turnover 23%, fee ₹47
4 Aug 202367 names, +15 −14, turnover 22%, fee ₹45
21 Jul 202366 names, +13 −9, turnover 20%, fee ₹39
7 Jul 202362 names, +10 −24, turnover 39%, fee ₹77
23 Jun 202376 names, +24 −15, turnover 32%, fee ₹63
9 Jun 202367 names, +17 −17, turnover 25%, fee ₹51
26 May 202367 names, +17 −17, turnover 25%, fee ₹51
12 May 202367 names, +16 −12, turnover 24%, fee ₹48
28 Apr 202363 names, +12 −10, turnover 19%, fee ₹38
14 Apr 202361 names, +11 −9, turnover 18%, fee ₹36
31 Mar 202359 names, +7 −9, turnover 15%, fee ₹31
17 Mar 202361 names, +11 −14, turnover 23%, fee ₹46
3 Mar 202364 names, +14 −11, turnover 22%, fee ₹44
17 Feb 202361 names, +8 −6, turnover 13%, fee ₹26
3 Feb 202359 names, +7 −9, turnover 15%, fee ₹31
20 Jan 202361 names, +11 −9, turnover 18%, fee ₹36
6 Jan 202359 names, +8 −11, turnover 19%, fee ₹37
2022
23 Dec 202262 names, +11 −11, turnover 18%, fee ₹35
9 Dec 202262 names, +11 −13, turnover 21%, fee ₹42
25 Nov 202264 names, +14 −13, turnover 22%, fee ₹44
11 Nov 202263 names, +13 −12, turnover 21%, fee ₹41
28 Oct 202262 names, +11 −8, turnover 18%, fee ₹35
14 Oct 202259 names, +9 −13, turnover 22%, fee ₹44
30 Sep 202263 names, +12 −15, turnover 24%, fee ₹48
16 Sep 202266 names, +17 −15, turnover 26%, fee ₹52
2 Sep 202264 names, +14 −11, turnover 22%, fee ₹44
19 Aug 202261 names, +11 −21, turnover 34%, fee ₹69
5 Aug 202271 names, +19 −17, turnover 27%, fee ₹54
22 Jul 202269 names, +19 −8, turnover 28%, fee ₹55
8 Jul 202258 names, +8 −8, turnover 14%, fee ₹28
24 Jun 202258 names, +5 −15, turnover 26%, fee ₹52
10 Jun 202268 names, +19 −10, turnover 28%, fee ₹56
27 May 202259 names, +9 −11, turnover 19%, fee ₹37
13 May 202261 names, +5 −11, turnover 18%, fee ₹36
29 Apr 202267 names, +16 −13, turnover 24%, fee ₹48
15 Apr 202264 names, +13 −19, turnover 30%, fee ₹59
1 Apr 202270 names, +19 −7, turnover 27%, fee ₹54
18 Mar 202258 names, +9 −12, turnover 21%, fee ₹41
4 Mar 202261 names, +12 −5, turnover 20%, fee ₹39
18 Feb 202254 names, +6 −12, turnover 22%, fee ₹44
4 Feb 202260 names, +8 −17, turnover 28%, fee ₹57
21 Jan 202269 names, +20 −11, turnover 29%, fee ₹58
7 Jan 202260 names, +11 −9, turnover 18%, fee ₹37
2021
24 Dec 202158 names, +9 −6, turnover 16%, fee ₹31
10 Dec 202155 names, +7 −14, turnover 25%, fee ₹51
26 Nov 202162 names, +12 −9, turnover 19%, fee ₹39
12 Nov 202159 names, +8 −16, turnover 27%, fee ₹54
29 Oct 202167 names, +17 −14, turnover 25%, fee ₹51
15 Oct 202164 names, +14 −12, turnover 22%, fee ₹44
1 Oct 202162 names, +12 −14, turnover 23%, fee ₹45
17 Sep 202164 names, +14 −15, turnover 23%, fee ₹47
3 Sep 202165 names, +14 −8, turnover 22%, fee ₹43
20 Aug 202159 names, +8 −12, turnover 20%, fee ₹41
6 Aug 202163 names, +11 −14, turnover 22%, fee ₹44
23 Jul 202166 names, +16 −12, turnover 24%, fee ₹48
9 Jul 202162 names, +12 −15, turnover 24%, fee ₹48
25 Jun 202165 names, +14 −16, turnover 25%, fee ₹49
11 Jun 202167 names, +15 −14, turnover 22%, fee ₹45
28 May 202166 names, +16 −0, turnover 24%, fee ₹48
14 May 202150 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 line of teal and blue candlesticks rising across a navy field

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
Automobile and Auto Components
Chemicals
Healthcare
Fast Moving Consumer Goods
Power
Other

New names entering TotalMarket Hybrid 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.

11 such shifts in 170 rebalances; the latest six.

8 May 2026Capital Goods +12Up
13 Feb 2026Financial Services −23Down
30 Jan 2026Financial Services +11Up
23 May 2025Financial Services −17Down
9 May 2025Capital Goods +17Up
25 Apr 2025Financial Services +11Up

05Documents

The record, to reuse.

Same family, All market

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.

Explore next

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

TotalMarket Hybrid rebalances, in plain words

How often does TotalMarket Hybrid 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 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 ₹25,289 and costs about ₹51. 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 TotalMarket Hybrid.

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.