---
title: "TotalMarket Hybrid Rebalance History | 170 Cycles |"
description: "Every published model rebalance of TotalMarket Hybrid 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/totalmarket-hybrid/"
---

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 rebalances170since 14 May 2021

          CadenceEvery 2 weeksabout 26 a year

          Latest published8 May 202647 names on the list

          Average turnover25%of the list, cycles with changes

          [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=totalmarket-hybrid)
          [TotalMarket Hybrid strategy page](/strategies/totalmarket-hybrid)

        [Download the record as CSV](/data/rebalances/totalmarket-hybrid.csv)

        **Turnover at each rebalance**May 2021 to 8 May 2026, 169 cyclesShare of the list that changed, model record. Highest 55%.

        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.

          **BHEL**in**COHANCE**in**HCC**in**KIRLPNU**in**BALAMINES**in**JAIBALAJI**in**HSCL**in**DATAPATTNS**in**SCI**in**SKYGOLD**in**SKIPPER**in**ELECON**in**BSE**in**PTC**in**PNBHOUSING**in**SYRMA**in**SUZLON**in**NETWEB**in**DIACABS**in**FINCABLES**in**BANDHANBNK**in**GOKULAGRO**in**ASHAPURMIN**in**BELRISE**out

          And 24 more names held, unchanged.

            Names changed**24 of 47**

            Value traded**₹51,064****

            Fee, 0.2%**₹102**

          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 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

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

        170 rebalances

1. 2026
2.
          8 May 202647 names on the list

          In+23
Out−24
Held24
Turnover51%

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

          In, 23

[BHEL](/stocks/BHEL)[COHANCE](/stocks/COHANCE)[HCC](/stocks/HCC)[KIRLPNU](/stocks/KIRLPNU)[BALAMINES](/stocks/BALAMINES)[JAIBALAJI](/stocks/JAIBALAJI)[HSCL](/stocks/HSCL)[DATAPATTNS](/stocks/DATAPATTNS)[SCI](/stocks/SCI)[SKYGOLD](/stocks/SKYGOLD)[SKIPPER](/stocks/SKIPPER)[ELECON](/stocks/ELECON)[BSE](/stocks/BSE)[PTC](/stocks/PTC)[PNBHOUSING](/stocks/PNBHOUSING)[SYRMA](/stocks/SYRMA)[SUZLON](/stocks/SUZLON)[NETWEB](/stocks/NETWEB)[DIACABS](/stocks/DIACABS)[FINCABLES](/stocks/FINCABLES)[BANDHANBNK](/stocks/BANDHANBNK)[GOKULAGRO](/stocks/GOKULAGRO)[ASHAPURMIN](/stocks/ASHAPURMIN)

Out, 24

[OLAELEC](/stocks/OLAELEC)[EIEL](/stocks/EIEL)[ANGELONE](/stocks/ANGELONE)[PFOCUS](/stocks/PFOCUS)[NATIONALUM](/stocks/NATIONALUM)[AVANTIFEED](/stocks/AVANTIFEED)[ABDL](/stocks/ABDL)[KSB](/stocks/KSB)[INOXINDIA](/stocks/INOXINDIA)[DEEPAKFERT](/stocks/DEEPAKFERT)[HINDCOPPER](/stocks/HINDCOPPER)KAJARIACERTHANGAMAYL[ACMESOLAR](/stocks/ACMESOLAR)OSWALPUMPS[SANSERA](/stocks/SANSERA)FIVESTAR[MCX](/stocks/MCX)AWFISIMFAHEG[JINDALSAW](/stocks/JINDALSAW)[VEDL](/stocks/VEDL)[BELRISE](/stocks/BELRISE)

Show 24 held

3.
          1 May 202648 names on the list

          In+0
Out−0
Held48
Turnover0%

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

          Show 48 held

4.
          24 Apr 202648 names on the list

          In+21
Out−21
Held27
Turnover44%

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

          In, 21

[OLAELEC](/stocks/OLAELEC)[GALLANTT](/stocks/GALLANTT)[LLOYDSENT](/stocks/LLOYDSENT)[EIEL](/stocks/EIEL)[WELCORP](/stocks/WELCORP)[ANGELONE](/stocks/ANGELONE)[HFCL](/stocks/HFCL)[ADANIGREEN](/stocks/ADANIGREEN)[APOLLO](/stocks/APOLLO)[LLOYDSENGG](/stocks/LLOYDSENGG)[ABDL](/stocks/ABDL)[AZAD](/stocks/AZAD)[ADANIENSOL](/stocks/ADANIENSOL)[INOXINDIA](/stocks/INOXINDIA)[DEEPAKFERT](/stocks/DEEPAKFERT)KAJARIACEROSWALPUMPSFIVESTARAWFISHEG[JINDALSAW](/stocks/JINDALSAW)

Out, 21

MTARTECH[PREMIERENE](/stocks/PREMIERENE)ZYDUSWELL[AETHER](/stocks/AETHER)[GESHIP](/stocks/GESHIP)[GOKULAGRO](/stocks/GOKULAGRO)[KTKBANK](/stocks/KTKBANK)[NATCOPHARM](/stocks/NATCOPHARM)[TMB](/stocks/TMB)[BHARATFORG](/stocks/BHARATFORG)ABSLAMCLUMAXTECHGPIL[GRANULES](/stocks/GRANULES)STAR[SHRIRAMFIN](/stocks/SHRIRAMFIN)GAEL[VTL](/stocks/VTL)WAAREEENERCCL[AUROPHARMA](/stocks/AUROPHARMA)

Show 27 held

5.
          17 Apr 202648 names on the list

          In+0
Out−0
Held48
Turnover0%

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

          Show 48 held

6.
          10 Apr 202648 names on the list

          In+19
Out−15
Held29
Turnover40%

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

          In, 19

[PFOCUS](/stocks/PFOCUS)[WEBELSOLAR](/stocks/WEBELSOLAR)[CUPID](/stocks/CUPID)[PREMIERENE](/stocks/PREMIERENE)ZYDUSWELL[LLOYDSME](/stocks/LLOYDSME)[GOKULAGRO](/stocks/GOKULAGRO)[ACMESOLAR](/stocks/ACMESOLAR)[ADANIPOWER](/stocks/ADANIPOWER)[KSB](/stocks/KSB)[TMB](/stocks/TMB)GPIL[GRANULES](/stocks/GRANULES)STARGAEL[JAYNECOIND](/stocks/JAYNECOIND)WAAREEENER[THERMAX](/stocks/THERMAX)[QPOWER](/stocks/QPOWER)

Out, 15

[DATAPATTNS](/stocks/DATAPATTNS)CHENNPETROJBCHEPHARM[SAILIFE](/stocks/SAILIFE)ASHOKLEY[TORNTPHARM](/stocks/TORNTPHARM)MRPL[TEJASNET](/stocks/TEJASNET)CUMMINSINDLUPIN[COALINDIA](/stocks/COALINDIA)[HINDALCO](/stocks/HINDALCO)[NTPC](/stocks/NTPC)KARURVYSYA[J&KBANK](/stocks/JKBANK)

Show 29 held

7.
          3 Apr 202644 names on the list

          In+0
Out−0
Held44
Turnover0%

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

          Show 44 held

8. 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.
9.
          27 Mar 202644 names on the list

          In+10
Out−12
Held34
Turnover27%

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

          In, 10

[ACUTAAS](/stocks/ACUTAAS)[AETHER](/stocks/AETHER)[KTKBANK](/stocks/KTKBANK)ABSLAMC[SAILIFE](/stocks/SAILIFE)[AUROPHARMA](/stocks/AUROPHARMA)[COALINDIA](/stocks/COALINDIA)[NTPC](/stocks/NTPC)LUMAXTECHCCL

Out, 12

SHARDACROP[BANDHANBNK](/stocks/BANDHANBNK)[SBIN](/stocks/SBIN)UNIONBANK[ONESOURCE](/stocks/ONESOURCE)JAMNAAUTOFEDERALBNKINDIANB[FINCABLES](/stocks/FINCABLES)BANKINDIAGAELJINDALSTEL

Show 34 held

10.
          20 Mar 202646 names on the list

          In+0
Out−0
Held46
Turnover0%

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

          Show 46 held

11.
          13 Mar 202646 names on the list

          In+14
Out−13
Held32
Turnover30%

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

          In, 14

[TEJASNET](/stocks/TEJASNET)[NATCOPHARM](/stocks/NATCOPHARM)[J&KBANK](/stocks/JKBANK)[TORNTPHARM](/stocks/TORNTPHARM)[BELRISE](/stocks/BELRISE)JBCHEPHARM[ONESOURCE](/stocks/ONESOURCE)FEDERALBNK[HINDALCO](/stocks/HINDALCO)LUPIN[FINCABLES](/stocks/FINCABLES)CHENNPETROGAELIMFA

Out, 13

EASEMYTRIP[ENGINERSIN](/stocks/ENGINERSIN)LUMAXTECHTARILELGIEQUIPINGERRANDKIMS[SCI](/stocks/SCI)[MOTHERSON](/stocks/MOTHERSON)CIEINDIA[TATASTEEL](/stocks/TATASTEEL)YATHARTH[AARTIIND](/stocks/AARTIIND)

Show 32 held

12.
          6 Mar 202645 names on the list

          In+0
Out−0
Held45
Turnover0%

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

          Show 45 held

13.
          27 Feb 202645 names on the list

          In+17
Out−20
Held28
Turnover44%

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

          In, 17

[KRN](/stocks/KRN)EASEMYTRIP[ENGINERSIN](/stocks/ENGINERSIN)TARIL[VTL](/stocks/VTL)CUMMINSINDELGIEQUIP[DATAPATTNS](/stocks/DATAPATTNS)[ATHERENERG](/stocks/ATHERENERG)INGERRANDKIMS[SCI](/stocks/SCI)[BANDHANBNK](/stocks/BANDHANBNK)[MOTHERSON](/stocks/MOTHERSON)CIEINDIAINDIANBYATHARTH

Out, 20

[RAIN](/stocks/RAIN)JKTYREAPLAPOLLO[SYRMA](/stocks/SYRMA)IMFA[ARVIND](/stocks/ARVIND)UJJIVANSFBFEDERALBNK[HINDALCO](/stocks/HINDALCO)DCBBANKCUB[AETHER](/stocks/AETHER)WAAREEENERGOKEX[HINDZINC](/stocks/HINDZINC)[IDEA](/stocks/IDEA)MUTHOOTFINM&MFIN[PTC](/stocks/PTC)[SAIL](/stocks/SAIL)

Show 28 held

14.
          20 Feb 202648 names on the list

          In+0
Out−0
Held48
Turnover0%

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

          Show 48 held

15. 13 Feb 202648 names, **+17** **−17**, turnover 35%, fee ₹71Names
16. 6 Feb 202648 names, **+0** **−0**, turnover 0%, fee ₹0Names
17. 30 Jan 202648 names, **+9** **−9**, turnover 19%, fee ₹38Names
18. 23 Jan 202648 names, **+0** **−0**, turnover 0%, fee ₹0Names
19. 16 Jan 202648 names, **+8** **−9**, turnover 19%, fee ₹38Names
20. 9 Jan 202649 names, **+0** **−0**, turnover 0%, fee ₹0Names
21. 2 Jan 202649 names, **+9** **−9**, turnover 18%, fee ₹37Names
22. 2025
23. 26 Dec 202549 names, **+0** **−0**, turnover 0%, fee ₹0Names
24. 19 Dec 202549 names, **+12** **−11**, turnover 24%, fee ₹49Names
25. 12 Dec 202548 names, **+0** **−0**, turnover 0%, fee ₹0Names
26. 5 Dec 202548 names, **+13** **−11**, turnover 27%, fee ₹54Names
27. 28 Nov 202546 names, **+0** **−0**, turnover 0%, fee ₹0Names
28. 21 Nov 202546 names, **+10** **−13**, turnover 28%, fee ₹57Names
29. 14 Nov 202549 names, **+0** **−0**, turnover 0%, fee ₹0Names
30. 7 Nov 202549 names, **+16** **−14**, turnover 33%, fee ₹65Names
31. 31 Oct 202547 names, **+0** **−0**, turnover 0%, fee ₹0Names
32. 24 Oct 202547 names, **+7** **−7**, turnover 15%, fee ₹30Names
33. 17 Oct 202547 names, **+0** **−0**, turnover 0%, fee ₹0Names
34. 10 Oct 202547 names, **+11** **−10**, turnover 23%, fee ₹47Names
35. 3 Oct 202546 names, **+0** **−0**, turnover 0%, fee ₹0Names
36. 26 Sep 202546 names, **+11** **−12**, turnover 26%, fee ₹52Names
37. 19 Sep 202547 names, **+0** **−0**, turnover 0%, fee ₹0Names
38. 12 Sep 202547 names, **+12** **−12**, turnover 26%, fee ₹51Names
39. 5 Sep 202547 names, **+0** **−0**, turnover 0%, fee ₹0Names
40. 29 Aug 202547 names, **+7** **−5**, turnover 15%, fee ₹30Names
41. 22 Aug 202545 names, **+0** **−0**, turnover 0%, fee ₹0Names
42. 15 Aug 202545 names, **+13** **−14**, turnover 31%, fee ₹62Names
43. 8 Aug 202546 names, **+0** **−0**, turnover 0%, fee ₹0Names
44. 1 Aug 202546 names, **+16** **−18**, turnover 39%, fee ₹78Names
45. 25 Jul 202548 names, **+0** **−0**, turnover 0%, fee ₹0Names
46. 18 Jul 202548 names, **+18** **−18**, turnover 38%, fee ₹75Names
47. 11 Jul 202548 names, **+0** **−0**, turnover 0%, fee ₹0Names
48. 4 Jul 202548 names, **+15** **−12**, turnover 31%, fee ₹63Names
49. 27 Jun 202545 names, **+0** **−0**, turnover 0%, fee ₹0Names
50. 20 Jun 202545 names, **+16** **−17**, turnover 38%, fee ₹76Names
51. 13 Jun 202546 names, **+0** **−0**, turnover 0%, fee ₹0Names
52. 6 Jun 202546 names, **+25** **−24**, turnover 54%, fee ₹109Names
53. 30 May 202545 names, **+0** **−0**, turnover 0%, fee ₹0Names
54. 23 May 202545 names, **+20** **−19**, turnover 44%, fee ₹89Names
55. 16 May 202544 names, **+0** **−0**, turnover 0%, fee ₹0Names
56. 9 May 202544 names, **+22** **−24**, turnover 55%, fee ₹109Names
57. 2 May 202546 names, **+0** **−0**, turnover 0%, fee ₹0Names
58. 25 Apr 202546 names, **+15** **−15**, turnover 33%, fee ₹65Names
59. 18 Apr 202546 names, **+0** **−0**, turnover 0%, fee ₹0Names
60. 11 Apr 202546 names, **+19** **−18**, turnover 41%, fee ₹83Names
61. 4 Apr 202545 names, **+0** **−0**, turnover 0%, fee ₹0Names
62. 28 Mar 202545 names, **+20** **−24**, turnover 53%, fee ₹107Names
63. 21 Mar 202549 names, **+0** **−0**, turnover 0%, fee ₹0Names
64. 14 Mar 202549 names, **+11** **−8**, turnover 22%, fee ₹45Names
65. 7 Mar 202546 names, **+0** **−0**, turnover 0%, fee ₹0Names
66. 28 Feb 202546 names, **+12** **−10**, turnover 26%, fee ₹52Names
67. 21 Feb 202544 names, **+0** **−0**, turnover 0%, fee ₹0Names
68. 14 Feb 202544 names, **+15** **−17**, turnover 39%, fee ₹77Names
69. 7 Feb 202546 names, **+0** **−0**, turnover 0%, fee ₹0Names
70. 31 Jan 202546 names, **+8** **−7**, turnover 17%, fee ₹35Names
71. 24 Jan 202545 names, **+0** **−0**, turnover 0%, fee ₹0Names
72. 17 Jan 202545 names, **+9** **−10**, turnover 22%, fee ₹44Names
73. 10 Jan 202546 names, **+0** **−0**, turnover 0%, fee ₹0Names
74. 3 Jan 202546 names, **+7** **−10**, turnover 22%, fee ₹43Names
75. 2024
76. 27 Dec 202449 names, **+0** **−0**, turnover 0%, fee ₹0Names
77. 20 Dec 202449 names, **+20** **−18**, turnover 41%, fee ₹82Names
78. 13 Dec 202447 names, **+0** **−0**, turnover 0%, fee ₹0Names
79. 6 Dec 202447 names, **+8** **−7**, turnover 17%, fee ₹34Names
80. 29 Nov 202446 names, **+0** **−0**, turnover 0%, fee ₹0Names
81. 22 Nov 202446 names, **+7** **−8**, turnover 17%, fee ₹35Names
82. 15 Nov 202447 names, **+1** **−8**, turnover 17%, fee ₹34Names
83. 8 Nov 202454 names, **+10** **−6**, turnover 19%, fee ₹37Names
84. 25 Oct 202450 names, **+5** **−10**, turnover 20%, fee ₹40Names
85. 11 Oct 202455 names, **+8** **−14**, turnover 25%, fee ₹51Names
86. 27 Sep 202461 names, **+13** **−16**, turnover 26%, fee ₹52Names
87. 13 Sep 202464 names, **+17** **−13**, turnover 27%, fee ₹53Names
88. 30 Aug 202460 names, **+11** **−10**, turnover 18%, fee ₹37Names
89. 16 Aug 202459 names, **+13** **−12**, turnover 22%, fee ₹44Names
90. 2 Aug 202458 names, **+11** **−7**, turnover 19%, fee ₹38Names
91. 19 Jul 202454 names, **+8** **−13**, turnover 24%, fee ₹48Names
92. 5 Jul 202459 names, **+14** **−11**, turnover 24%, fee ₹47Names
93. 21 Jun 202456 names, **+10** **−15**, turnover 27%, fee ₹54Names
94. 7 Jun 202461 names, **+17** **−15**, turnover 28%, fee ₹56Names
95. 24 May 202459 names, **+13** **−10**, turnover 22%, fee ₹44Names
96. 10 May 202456 names, **+8** **−11**, turnover 20%, fee ₹39Names
97. 26 Apr 202459 names, **+15** **−10**, turnover 25%, fee ₹51Names
98. 12 Apr 202454 names, **+10** **−8**, turnover 19%, fee ₹37Names
99. 29 Mar 202452 names, **+5** **−9**, turnover 17%, fee ₹35Names
100. 15 Mar 202456 names, **+7** **−8**, turnover 14%, fee ₹29Names
101. 1 Mar 202457 names, **+9** **−18**, turnover 32%, fee ₹63Names
102. 16 Feb 202466 names, **+15** **−16**, turnover 24%, fee ₹48Names
103. 2 Feb 202467 names, **+15** **−9**, turnover 22%, fee ₹45Names
104. 19 Jan 202461 names, **+11** **−17**, turnover 28%, fee ₹56Names
105. 5 Jan 202467 names, **+16** **−11**, turnover 24%, fee ₹48Names
106. 2023
107. 22 Dec 202362 names, **+10** **−11**, turnover 18%, fee ₹35Names
108. 8 Dec 202363 names, **+13** **−18**, turnover 29%, fee ₹57Names
109. 24 Nov 202368 names, **+17** **−6**, turnover 25%, fee ₹50Names
110. 10 Nov 202357 names, **+8** **−14**, turnover 25%, fee ₹49Names
111. 27 Oct 202363 names, **+12** **−7**, turnover 19%, fee ₹38Names
112. 13 Oct 202358 names, **+8** **−9**, turnover 16%, fee ₹31Names
113. 29 Sep 202359 names, **+8** **−15**, turnover 25%, fee ₹51Names
114. 15 Sep 202366 names, **+16** **−13**, turnover 24%, fee ₹48Names
115. 1 Sep 202363 names, **+13** **−14**, turnover 22%, fee ₹44Names
116. 18 Aug 202364 names, **+12** **−15**, turnover 23%, fee ₹47Names
117. 4 Aug 202367 names, **+15** **−14**, turnover 22%, fee ₹45Names
118. 21 Jul 202366 names, **+13** **−9**, turnover 20%, fee ₹39Names
119. 7 Jul 202362 names, **+10** **−24**, turnover 39%, fee ₹77Names
120. 23 Jun 202376 names, **+24** **−15**, turnover 32%, fee ₹63Names
121. 9 Jun 202367 names, **+17** **−17**, turnover 25%, fee ₹51Names
122. 26 May 202367 names, **+17** **−17**, turnover 25%, fee ₹51Names
123. 12 May 202367 names, **+16** **−12**, turnover 24%, fee ₹48Names
124. 28 Apr 202363 names, **+12** **−10**, turnover 19%, fee ₹38Names
125. 14 Apr 202361 names, **+11** **−9**, turnover 18%, fee ₹36Names
126. 31 Mar 202359 names, **+7** **−9**, turnover 15%, fee ₹31Names
127. 17 Mar 202361 names, **+11** **−14**, turnover 23%, fee ₹46Names
128. 3 Mar 202364 names, **+14** **−11**, turnover 22%, fee ₹44Names
129. 17 Feb 202361 names, **+8** **−6**, turnover 13%, fee ₹26Names
130. 3 Feb 202359 names, **+7** **−9**, turnover 15%, fee ₹31Names
131. 20 Jan 202361 names, **+11** **−9**, turnover 18%, fee ₹36Names
132. 6 Jan 202359 names, **+8** **−11**, turnover 19%, fee ₹37Names
133. 2022
134. 23 Dec 202262 names, **+11** **−11**, turnover 18%, fee ₹35Names
135. 9 Dec 202262 names, **+11** **−13**, turnover 21%, fee ₹42Names
136. 25 Nov 202264 names, **+14** **−13**, turnover 22%, fee ₹44Names
137. 11 Nov 202263 names, **+13** **−12**, turnover 21%, fee ₹41Names
138. 28 Oct 202262 names, **+11** **−8**, turnover 18%, fee ₹35Names
139. 14 Oct 202259 names, **+9** **−13**, turnover 22%, fee ₹44Names
140. 30 Sep 202263 names, **+12** **−15**, turnover 24%, fee ₹48Names
141. 16 Sep 202266 names, **+17** **−15**, turnover 26%, fee ₹52Names
142. 2 Sep 202264 names, **+14** **−11**, turnover 22%, fee ₹44Names
143. 19 Aug 202261 names, **+11** **−21**, turnover 34%, fee ₹69Names
144. 5 Aug 202271 names, **+19** **−17**, turnover 27%, fee ₹54Names
145. 22 Jul 202269 names, **+19** **−8**, turnover 28%, fee ₹55Names
146. 8 Jul 202258 names, **+8** **−8**, turnover 14%, fee ₹28Names
147. 24 Jun 202258 names, **+5** **−15**, turnover 26%, fee ₹52Names
148. 10 Jun 202268 names, **+19** **−10**, turnover 28%, fee ₹56Names
149. 27 May 202259 names, **+9** **−11**, turnover 19%, fee ₹37Names
150. 13 May 202261 names, **+5** **−11**, turnover 18%, fee ₹36Names
151. 29 Apr 202267 names, **+16** **−13**, turnover 24%, fee ₹48Names
152. 15 Apr 202264 names, **+13** **−19**, turnover 30%, fee ₹59Names
153. 1 Apr 202270 names, **+19** **−7**, turnover 27%, fee ₹54Names
154. 18 Mar 202258 names, **+9** **−12**, turnover 21%, fee ₹41Names
155. 4 Mar 202261 names, **+12** **−5**, turnover 20%, fee ₹39Names
156. 18 Feb 202254 names, **+6** **−12**, turnover 22%, fee ₹44Names
157. 4 Feb 202260 names, **+8** **−17**, turnover 28%, fee ₹57Names
158. 21 Jan 202269 names, **+20** **−11**, turnover 29%, fee ₹58Names
159. 7 Jan 202260 names, **+11** **−9**, turnover 18%, fee ₹37Names
160. 2021
161. 24 Dec 202158 names, **+9** **−6**, turnover 16%, fee ₹31Names
162. 10 Dec 202155 names, **+7** **−14**, turnover 25%, fee ₹51Names
163. 26 Nov 202162 names, **+12** **−9**, turnover 19%, fee ₹39Names
164. 12 Nov 202159 names, **+8** **−16**, turnover 27%, fee ₹54Names
165. 29 Oct 202167 names, **+17** **−14**, turnover 25%, fee ₹51Names
166. 15 Oct 202164 names, **+14** **−12**, turnover 22%, fee ₹44Names
167. 1 Oct 202162 names, **+12** **−14**, turnover 23%, fee ₹45Names
168. 17 Sep 202164 names, **+14** **−15**, turnover 23%, fee ₹47Names
169. 3 Sep 202165 names, **+14** **−8**, turnover 22%, fee ₹43Names
170. 20 Aug 202159 names, **+8** **−12**, turnover 20%, fee ₹41Names
171. 6 Aug 202163 names, **+11** **−14**, turnover 22%, fee ₹44Names
172. 23 Jul 202166 names, **+16** **−12**, turnover 24%, fee ₹48Names
173. 9 Jul 202162 names, **+12** **−15**, turnover 24%, fee ₹48Names
174. 25 Jun 202165 names, **+14** **−16**, turnover 25%, fee ₹49Names
175. 11 Jun 202167 names, **+15** **−14**, turnover 22%, fee ₹45Names
176. 28 May 202166 names, **+16** **−0**, turnover 24%, fee ₹48Names
177. 14 May 202150 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

* 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.

1. 8 May 2026Capital Goods +12Up
2. 13 Feb 2026Financial Services −23Down
3. 30 Jan 2026Financial Services +11Up
4. 23 May 2025Financial Services −17Down
5. 9 May 2025Capital Goods +17Up
6. 25 Apr 2025Financial Services +11Up

            05Documents

## The record, to reuse.

              * [CSV, every listCC BY 4.0](/data/rebalances/totalmarket-hybrid.csv)

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

              * [TotalMarket Hybrid strategy pagefactsheet](/strategies/totalmarket-hybrid)

              * [All 18 historieshub](/rebalance/)

            Same family, All market

* [Allcap](/rebalance/allcap/)
* [Allcap Multi Asset](/rebalance/allcap-multi-asset/)
* [Dynamic Asset Allocator](/rebalance/dynamic-asset-allocator/)

        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 TotalMarket HybridTwo model curves, every risk figure](/strategies/compare/allcap-multi-asset-vs-totalmarket-hybrid)

      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

## 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](/data/rebalances/totalmarket-hybrid.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 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.

        [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=totalmarket-hybrid)
        [TotalMarket Hybrid factsheet](/strategies/factsheets/totalmarket-hybrid)

      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.