--- title: "Dynamic Asset Allocator | Equity, Debt and Gold | RupeeCase" description: "A fixed 35% equity core plus two regime switches between equity, debt and gold, rebalanced every 3 weeks. Own it in your demat, 0.2% per rebalance." source_url: "https://www.rupeecase.com/strategies/dynamic-asset-allocator" --- Dynamic multi asset, Nifty Total Market plus debt and gold # Dynamic Asset Allocator dynamic multi asset strategy Dynamic Asset Allocator is a RupeeCase index that holds 52 names from the Nifty Total Market plus debt and gold, with the mix shifted by market regime, rebalanced every 3 weeks. Model CAGR 45.2% (back tested, as of 27 Apr 2026), minimum about ₹4,75,912 (as of 8 Aug 2026), moderately high risk band. One fixed equity core, two regime switches. The machine decides how much risk to carry. **Moderately High** risk band [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=dynamic-asset-allocator) [Compare strategies](/compare) Runs in your own 5paisa, Zebu or Arrow demat. The shares stay in your name. 01At a glance ## What has Dynamic Asset Allocator returned in the back test? Model, back tested, as of 27 Apr 2026: 45.18% a year since Nov 2022 after charges, with a deepest fall of −10.57%, against 9.80% for the Nifty 50 TRI line. Not a promise of future returns. CAGR**45.18%**Model, back tested Max drawdown**−10.57%**Model, back tested Minimum investment**₹4.76L**About ₹4,75,912 Fee per rebalance**0.2%**Of traded value, nothing else Dynamic Asset Allocator, model**₹388**Nifty 50 TRI, 9.80% CAGR line**₹141** 100 150 200 300 ₹100 in Nov 2022 became ₹388 by Jul 2026 (Nifty 50 TRI line ₹141). Model, back tested. As of 27 Apr 2026. After charges, log scale. ## How much of Dynamic Asset Allocator is in IT & Technology? 10% of the equity sleeve on the latest model list (26 Jun 2026): 5 of 51 names at equal weight. Capital Goods is next at 10%. The ETF sleeves sit outside this split. Model portfolio, not a recommendation. 02Three steps ## Compare. Validate. Invest. 1. ### Compare Against the other 17 strategies, and funds, PMS and AIF. [Compare strategies](/compare) 2. ### Validate the back test Every year, fall, holding and rebalance, in the factsheet. Open the factsheet 3. ### Invest Link your broker and approve each rebalance. Stocks stay in your own demat; RupeeCase never holds your money. [Invest in Dynamic Asset Allocator](https://invest.rupeecase.com/signup?strategy=dynamic-asset-allocator) ### Invest, screen by screen Watch the walkthrough, 2:36 1. 1Each strategy page shows its model history and the Invest bar with the minimum. 2. 2The sheet opens with the minimum as the amount; Use minimum puts it back. 3. 3Practice follows the strategy with no real broker order. 4. 4Live shows your broker cash and asks for your consent before any order. Screens from the RupeeCase app. Model, back tested figures as of 27 Apr 2026; portfolio screens are a sample for illustration. 03Factsheet ## Dynamic Asset Allocator factsheet Model, back tested, after charges; each block names its date. Print [PDF factsheet](https://www.rupeecase.com/strategies/factsheets/dynamic-asset-allocator) Performance Holdings and sectors Rebalances Risk metrics Methodology Costs Documents ### Performance5 years, 45 months ### Performance #### Calendar year returns * 2022from Nov**+1.5%** * 2023**+85.6%** * 2024**+53.8%** * 2025**+18.4%** * 2026to Jul**+12.4%** Model, back tested, after charges, 2022 to Jul 2026. #### What an amount would have become One time Every month Amount, ₹ You put in₹4,76,000 Model value Gain Model, back tested monthly returns after charges, Nov 2022 to Jul 2026 (45 months). #### Stress test: drag through the falls Month**Mar 2026** Below the last peak**−6.3%** Back to the peak Model value, log scaleBelow the last peak Month on the record Deepest falls, daily record **−10.6%**Feb 2024, 49 days to recover **−8.6%**Mar 2026, 56 days to recover **−7.2%**Oct 2024, 175 days to recover **−6.0%**Oct 2024, 0 days to recover Exact dates of the deepest falls 1. **−10.57%**9 Feb 2024 to 29 Mar 2024*49 days* 2. **−8.57%**6 Mar 2026 to 1 May 2026*56 days* 3. **−7.23%**18 Oct 2024 to 11 Apr 2025*175 days* 4. **−5.95%**4 Oct 2024 to 4 Oct 2024*0 days* 5. **−5.07%**20 Oct 2023 to 3 Nov 2023*14 days* Daily model record over since inception: peak to low, and days until back at that peak. Model, back tested. As of 27 Apr 2026. Month end values, Nov 2022 to Jul 2026, so falls read shallower than the daily figures on the buttons. Falls this deep can happen again. #### Monthly returns | Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2022 | no data | no data | no data | no data | no data | no data | no data | no data | no data | no data | −0.7 | 2.2 | +1.5% | | 2023 | −2.2 | −2.1 | 4.4 | 3.2 | 1.6 | 6.2 | 14.2 | 9.0 | 6.9 | 2.2 | 11.4 | 10.1 | +85.6% | | 2024 | 11.4 | 1.8 | −3.0 | 10.6 | 3.4 | 8.5 | 2.8 | 4.8 | 5.5 | −4.3 | 2.0 | 1.4 | +53.8% | | 2025 | −1.7 | −2.8 | 5.9 | 2.2 | 3.8 | 0.3 | −1.5 | 2.3 | 2.6 | 3.1 | 1.7 | 1.5 | +18.4% | | 2026 | 0.4 | 6.0 | −6.3 | 5.6 | 2.0 | 2.9 | 1.7 | no data | no data | no data | no data | no data | +12.4% | Model, back tested, after charges; one calendar month per cell, in percent. #### Rolling returns ##### Any 1 year, return Worst+10.2% Median+31.9% Best+127.6% Positive100%of 33 windows ##### Any 3 years, CAGR Worst+44.0% Median+50.4% Best+55.4% Positive100%of 9 windows Model, back tested, month end values, Nov 2022 to Jul 2026. ### Holdings and sectors53 holdings, 11 sectors ### Holdings and sectors #### 53 holdings * Equity core**35%** * Debt**40%** * Equity, regime switch**25%** * STLTECH * HFCL * CUPID * BALAMINES * AVALON * ASTRAMICRO * SYRMA * KIRLOSENG * APOLLO * RATEGAIN * LLOYDSENGG * IDEA * RAIN * SUPRIYA * WELCORP * MARKSANS * WOCKPHARMA * KIRLPNU * ARVIND * TDPOWERSYS * ADANIGREEN * SAREGAMA * DIACABS * LAURUSLABS * GOLDBEES*Gold* * PARAS * MSTCLTD * AEGISLOG * INOXINDIA * TEJASNET * WABAG * ZEEL * IFCI * J&KBANK * SFL * DEEPAKFERT * HCC * THYROCARE * NIFTY4-8YRGESC*Debt* * BHEL * RRKABEL * TRITURBINE * ADANIPOWER * SKYGOLD * ADANIENSOL * GLAND * TATACOMM * VEDL * SKIPPER * HONASA * VIJAYA * TATATECH * ATHERENERG Live quantities and prices are in the app. [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=dynamic-asset-allocator) The current composition published for the strategy: a fixed equity core plus regime switches. Where the switches sit moves with the model's signal. Model portfolio, not a recommendation. #### Sector allocation * Other, not yet mapped**43.1%** * IT & Technology**9.8%** * Capital Goods**9.8%** * Power & Utilities**9.8%** * Chemicals**5.9%** * Metals & Mining**5.9%** * Pharma & Healthcare**5.9%** * FMCG & Consumer**3.9%** * Banking & Financial**2.0%** * Realty & Construction**2.0%** * Auto & Components**2.0%** 11 sectors in the equity sleeve; 43.1% not yet in the sector map. Sector exposure follows the equity sleeves and shifts with the regime switches. When the switches sit in debt and gold, sector risk shrinks with them. #### Sector weight by year 63 rebalances, 13 sectors touched, 11 held now. Show the year by year sector table | Sector | 2022 | 2023 | 2024 | 2025 | 2026 | Now | | --- | --- | --- | --- | --- | --- | --- | | Other, not yet mapped | 76 | 70 | 69 | 69 | 33 | 43 | | Power & Utilities | 3 | 5 | 5 | 4 | 8 | 10 | | Capital Goods | 4 | 4 | 6 | 3 | 8 | 10 | | IT & Technology | 2 | 2 | 2 | 3 | 5 | 10 | | Metals & Mining | 2 | 6 | 5 | 6 | 11 | 6 | | Pharma & Healthcare | 0 | 2 | 2 | 3 | 5 | 6 | | Chemicals | 0 | 0 | 2 | 2 | 5 | 6 | | FMCG & Consumer | 3 | 2 | 3 | 2 | 3 | 4 | | Banking & Financial | 10 | 6 | 4 | 5 | 9 | 2 | | Auto & Components | 1 | 2 | 1 | 2 | 7 | 2 | | Realty & Construction | 0 | 0 | 0 | 0 | 1 | 2 | | Energy & Oil & Gas | 2 | 1 | 1 | 1 | 4 | out | | Textiles | 0 | 0 | 0 | 0 | 1 | out | Average weight of the equity sleeve that year, equal weighted at the stock level; darker is higher. Now: the list of 26 Jun 2026. ### Rebalances63 published, latest 26 Jun 2026 ### Rebalances #### The rebalance record published rebalances63 first in the record2 Dec 2022 about 17 a yearEvery 3 weeks latest published26 Jun 2026 A fixed calendar; you approve each rebalance before your broker places the orders. #### Latest rebalance, 26 Jun 2026 Against the list of 5 Jun 2026: **12 in**, **19 out**, 41 held, 53 on the list. ##### In * PARAS * MSTCLTD * AEGISLOG * INOXINDIA * TEJASNET * WABAG * ZEEL * IFCI * J&KBANK * SFL * DEEPAKFERT * THYROCARE ##### Out * WEBELSOLAR * COHANCE * QPOWER * JAYNECOIND * GALLANTT * HSCL * LLOYDSME * SCI * GOKULAGRO * KRN * LLOYDSENT * AVANTIFEED * AZAD * PTC * PNBHOUSING * NLCINDIA * OLAELEC * JAIBALAJI * ADVENZYMES The 41 held names are in Holdings. Model, back tested record. In plus held is the list size, which can differ from the 52 stock target. Not recommendations. #### Recent rebalances | Date | On the list | In | Out | | --- | --- | --- | --- | | 26 Jun 2026 | 53 | +12 | −19 | | 5 Jun 2026 | 60 | +16 | −19 | | 15 May 2026 | 63 | +19 | −24 | | 24 Apr 2026 | 68 | +26 | −15 | | 3 Apr 2026 | 57 | +16 | −17 | | 13 Mar 2026 | 58 | +12 | −22 | [Every rebalance with its names](/rebalance/dynamic-asset-allocator/)[Rebalance history, CSV](/data/rebalances/dynamic-asset-allocator.csv) #### Sector shifts of 10 points or more 6 such shifts in 63 rebalances. Show the latest six rebalances, what moved 1. 5 Jun 2026Other, not yet mapped **+20 pts** 2. 15 May 2026Other, not yet mapped **+12 pts** 3. 24 Apr 2026Capital Goods **+12 pts**, Other, not yet mapped **−12 pts** 4. 3 Apr 2026Other, not yet mapped **−19 pts** 5. 13 Mar 2026Other, not yet mapped **−13 pts** 6. 16 Feb 2024Other, not yet mapped **+11 pts** Equity sleeve, between two consecutive lists. ### Risk metricsSharpe 2.32, volatility 16.54% ### Risk metrics #### Dynamic Asset Allocator against the Nifty 50 | Metric | Dynamic Asset Allocator | Nifty 50 | | --- | --- | --- | | Sharpe ratio | 2.32 | 0.67 | | Sortino ratio | 2.30 | 0.68 | | Calmar ratio | 4.25 | 0.52 | | Volatility, a year | 16.54% | 12.37% | | Max drawdown | −10.57% | −14.93% | | Best week | +7.93% | +5.27% | | Worst week | −5.95% | −4.33% | | Weeks up | 66.84% | 54.74% | | Average up week | +1.94% | +1.37% | | Average down week | −1.73% | −1.34% | Model, back tested, after charges. Weekly, since inception to 13 Jul 2026; Nifty 50 over the same window. #### Risk band **Moderately High**, Low to Very High Deepest model fall−10.57% Time horizon5 years or longer. Drawdowns of 11% have happened in the backtest and can happen again. Capital you might need within 12 months should not be here. ##### Walk the risk band [One step safer (Moderate)Allcap Multi AssetCAGR 40.5%, Sharpe 1.81, max drawdown −21.3%](/strategies/allcap-multi-asset)[One step bolder (High)MidcapCAGR 38.8%, Sharpe 1.49, max drawdown −24.9%](/strategies/midcap) Card figures: Model, back tested. As of 27 Apr 2026. [Take the risk profile](/risk-profile) to find your band. #### Watch the figures explained ### MethodologyEvery 3 weeks ### Methodology #### How it works 1. 1**Groups**Start from a menu of groups: Equity or Debt, Equity or Gold. A fixed sleeve (equity core, 35%) holds its weight through every cycle. 2. 2**Signal**A momentum and risk composite scores each group. The model shifts weight toward the groups showing the strongest risk adjusted trend and away from the ones losing it. 3. 3**Allocate**Capital moves between groups as the signal changes. There is no fixed stock universe: the published composition is a snapshot of where the model sits today. 4. 4**Rebalance**Every 3 weeks the model runs again end to end and republishes the full composition, so every switch is on record. #### Configuration UniverseNifty Total Market plus debt and gold SleevesEquity, debt and gold, shifted by regime Holdings52 RebalanceEvery 3 weeks, about 17 a year BenchmarkNifty 50 (charts: Nifty 50 TRI CAGR line) Back test from18 Nov 2022 Metrics windowSince inception PricesNSE BhavCopy, after brokerage, STT, exchange charges and GST Written forInvestors who want growth but read a 25% drawdown as opportunity, not panic #### Why Dynamic Asset Allocator On the local train, sample data * The only dynamic card: the model moves the asset mix itself * A fixed 35% equity core plus 40% equity-or-debt and 25% equity-or-gold switches * Risk-on means near-fully invested, risk-off means the switches rotate to debt and gold * Figures run since inception, not the rolling 5 year window Read 5 more paragraphs, 268 words The only dynamic card on the lineup. Every other card holds a fixed asset mix and rotates stocks inside it. This one moves the mix itself. A fixed 35% equity core stays invested through every regime, while the other 65% is split into two switches the model controls. The first switch is 40% of the portfolio and flips between equity and debt. The second is 25% and flips between equity and gold. When the model reads the regime as risk-on, both switches lean into equity and the card runs close to fully invested. When it reads risk-off, the switches rotate into LiquidCase and GoldBees and the equity exposure shrinks to the core. The equity sleeves screen the Nifty Total Market, roughly 750 stocks across all cap segments, so the stock selection engine is the same one the static cards run. What is different is that the machine also decides how much of the portfolio that engine gets to drive. One honest caveat: this card launched later than the static cards, so its figures run since inception rather than the rolling 5 year window the rest of the lineup reports. Compare with that in mind. The current composition, how much sits in equity, debt, and gold right now, is published alongside this card and updates with each rebalance. This suits investors who want the model to manage the asset mix, not just the stock list. If you have ever known you should trim equity in a frothy market and not done it, this card exists to make that decision for you, every 3 weeks, without asking how you feel. A description, not a recommendation. Decide your own allocation, or ask a SEBI registered investment adviser. #### How the rule was built Machine learning tested the signals, the number of names and the cadence out of sample. The rule that ships is frozen and published: a fixed, readable algorithm, not a black box. [The engine and the audit trail](/technology) #### Learn the mechanics * [Modern portfolio theory](/learn/path-4/module-4-1-modern-portfolio-theory) * [Risk management](/learn/path-4/module-4-5-risk-management) * [Combining factors](/learn/path-3/module-3-6-combining-factors-multi-factor-construction) * [Momentum factor](/learn/path-3/module-3-1-momentum-factor-deep-dive) Free Learn modules, no sign up. ### Costs0.2% per rebalance ### Costs #### One fee per rebalance **0.2%**of traded value, charged only when a rebalance trades No subscription, AUM or performance fee; broker charges are separate. [Fee calculator](/fee-calculator) [Pricing](/pricing) #### A year on the minimum Minimum capital₹4,75,912 Rebalances, year to 26 Jun 202618 Traded, about9.3 timesthe portfolio Platform fee a year, about₹8,8801.9% of capital Estimate from the model rebalance record at 0.2% of traded value; weight resets and broker charges excluded. #### Costs inside the back test Gross return+325.33%before costs Estimated costs−39.40 ptsbrokerage, STT and taxes Net return+285.93%after costs Nifty 50, same window+31.61%cumulative Model, back tested, cumulative, since inception to 13 Jul 2026. Net is gross minus estimated costs. ### DocumentsPDF, CSV ### Documents #### Download and print * **Print or save as PDF** * [PDF factsheet by email](https://www.rupeecase.com/strategies/factsheets/dynamic-asset-allocator) * [Rebalance history, CSV63 rebalances, 2 Dec 2022 to 26 Jun 2026.](/data/rebalances/dynamic-asset-allocator.csv) * [Rebalance history page](/rebalance/dynamic-asset-allocator/) * [Plain text (Markdown)](/strategies/dynamic-asset-allocator.md) * [Disclaimers](/disclaimers) RupeeCase is a technology platform, not a fund, a PMS or a SEBI registered investment adviser. Model, back tested. As of 27 Apr 2026. Model figures are after estimated charges and are not actual client returns. Past performance does not guarantee future returns; capital can be lost. ## Invest, the walkthrough [Watch full screen: Investing: Practice first, then Live](/watch/invest-practice-live) Allcap, model history after charges. Model, back tested. Not a promise of future returns.Investing: Practice first, then Live 5 chapters, 2:36, with voice and music 1. [Chapter 1The Invest bar0:35](/instiv2/media/wt3/invest-practice-live-bar-phone-dark-v3-va2.mp4) 2. [Chapter 2Amount and Use minimum0:36](/instiv2/media/wt3/invest-practice-live-amount-phone-dark-v3-va2.mp4) 3. [Chapter 3Practice0:28](/instiv2/media/wt3/invest-practice-live-practice-phone-dark-v3-va2.mp4) 4. [Chapter 4Live0:31](/instiv2/media/wt3/invest-practice-live-live-phone-dark-v3-va2.mp4) 5. [Chapter 5Your portfolio0:25](/instiv2/media/wt3/invest-practice-live-status-phone-dark-v3-va2.mp4) Steps in this video 1. Allcap, model history after charges. Model, back tested. Not a promise of future returns. 2. The Invest bar shows the minimum for this strategy. 3. Invest opens the sheet with the minimum as the amount. 4. Type any amount at or above the minimum. 5. Use minimum puts the minimum back. 6. Practice is chosen first. It follows the strategy with no real broker order. 7. Live shows the cash at your broker. 8. Nothing is sent until you accept the consent text and press Invest now. 9. Each portfolio shows its mode, broker and status at the top. A sample portfolio in the RupeeCase dashboard. The figures are hidden here; your own show after you sign up. Sign up, free ## See live portfolios. A free account opens the terminal. Nothing is charged until a rebalance trades. * **Your live portfolio**Value, holdings and every order from the day you invest, in your own demat. * **Practice mode**Follow a strategy with no broker order before you put money in. * **Each rebalance before you approve it**What comes in, what goes out and the cost, then one tap to confirm. [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=dynamic-asset-allocator) [How it starts](/getting-started) 04Questions ## Before you commit capital. ### What is the Dynamic Asset Allocator strategy? One fixed equity core, two regime switches. The machine decides how much risk to carry. Dynamic Asset Allocator allocates across EQUITY VS DEBT, EQUITY VS GOLD based on a momentum and risk signal, and rebalances every 3 weeks. ### What is the minimum investment for Dynamic Asset Allocator? About ₹4,75,912 (as of 8 Aug 2026), enough to hold one share of every name in the book at recent prices. The figure moves with the prices of the holdings. ### How does Dynamic Asset Allocator compare to the Nifty 50? Dynamic Asset Allocator shows a model CAGR of 45.18% against 9.80% for the Nifty 50 TRI CAGR line (Jan 2021 to Jul 2026), with a Sharpe ratio of 2.32. Model, back tested. As of 27 Apr 2026. Past performance does not guarantee future returns. ### What is the worst drawdown Dynamic Asset Allocator has experienced? 10.57% peak to trough in the model record. The deepest period ran 49 days, from 9 Feb 2024 to 29 Mar 2024. Model, back tested. As of 27 Apr 2026. Drawdowns of similar size can happen again, so size the position for it. ### What are the fees on Dynamic Asset Allocator? For the 18 retail strategies, 0.2% of traded value per rebalance. No subscription, no AUM fee, no performance fee. About 1.9% of capital a year at 0.2% of traded value, from the published rebalance record: 18 rebalances in the year to 26 Jun 2026, about 9.3 times the portfolio traded (sales and purchases). Weight resets and broker side charges (brokerage, STT, exchange charges, GST) are not included. Turnover varies year to year. On the minimum capital of ₹4,75,912 that is about ₹8,880 a year, an estimate from the model record, not a promise. ### Can I exit Dynamic Asset Allocator at any time? Yes. No lock-in. Holdings sit in your own broker demat account and you can sell any name on any market day. Switching strategies or pausing the rebalance is a one-click action on the platform. Explore next ## Go deeper on this strategy. * [Free module 7.8Macro Regime Investing, Tying It All Together10 min read](/learn/path-7/module-7-8-macro-regime-investing) * [TierMulti asset core tier strategies5 strategies grouped by job](/strategies/by-tier/multi-asset) * [CalculatorDrawdown and recoveryFree, with the formula and a worked example](/learn/tools/drawdown-recovery-calculator) * [SectorCapital Goods stocksNSE sector across the 18 index algos](/sectors/capital-goods) * [StockADANIENSOL, Adani Energy SolutionsOn 12 of 18 latest lists](/stocks/ADANIENSOL) * [Free module 6.9Gold, Commodities, and International Investing for Indian Investors8 min read](/learn/path-6/module-6-9-gold-commodities-international) Related reading: the topic [Systematic investing](/topics/systematic-investing-india/) and the guide [How much equity at my age](/guides/equity-allocation-by-age). 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 05Same family ## All market: Nifty Total Market. [All 18 strategies](/strategies/#sxPick) [Moderately HighMomentum Allcap Nifty Total Market, 50 stocks, every 2 weeks CAGR, model44.70%Max DD−22.7%From₹2.25L](/strategies/allcap) [ModerateMulti asset Allcap Multi Asset Nifty Total Market, 52 stocks, every 2 weeks CAGR, model40.47%Max DD−21.3%From₹2.81L](/strategies/allcap-multi-asset) [ModerateHybrid TotalMarket Hybrid Nifty Total Market, 51 stocks, every 2 weeks CAGR, model39.53%Max DD−21.8%From₹2.81L](/strategies/totalmarket-hybrid) CAGR and Max DD on the cards: Model, back tested. As of 27 Apr 2026. Sources and dates * [RupeeCase model figures (CAGR, Sharpe, maximum drawdown)](https://www.rupeecase.com/strategies/) RupeeCase. As of 27 Apr 2026. Model, back tested CAGR, Sharpe and drawdown, not actual client returns. * [RupeeCase published minimum capital](https://www.rupeecase.com/strategies/) RupeeCase. As of 8 Aug 2026. Minimum capital: one share of every holding at recent prices. * [RupeeCase published rebalance lists](https://www.rupeecase.com/rebalance/) RupeeCase. Record 14 May 2021 to 3 Jul 2026. Which stocks each index algo held on each rebalance date; counts, turnover and first seen dates. * [NSE daily bhavcopy, equity prices](https://www.nseindia.com/all-reports) NSE. Record 14 May 2021 to 3 Jul 2026. Share prices behind the back tested model record; the pages use the record from the first to the last published rebalance. * [Nifty equity indices methodology](https://www.niftyindices.com/Methodology/Method_NIFTY_Equity_Indices.pdf) NSE Indices. Undated document. How the Nifty equity indices the strategies refer to are built and rebalanced. * [SEBI circular, Norms for sharing and usage of price data for educational purposes](https://www.sebi.gov.in/legal/circulars/may-2026/norms-for-sharing-and-usage-of-price-data-for-educational-purposes_101293.html) SEBI. Dated 8 May 2026. Why educational pages here carry no market price or index data from the last 30 days. Model figures are back tested, not actual client returns. Each date is when that source was last checked or published, not today. Ready when you are ## Dynamic Asset Allocator 45.18% CAGR, model, back tested. About ₹4.76L to start. Every 3 weeks, you approve each one. [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=dynamic-asset-allocator) [Compare strategies](/compare) 0.2% of traded value per rebalance. No AUM fee, no lock in. Line: the model record after charges, as of 27 Apr 2026. Not a promise of future returns.