Rebalance record, Large and mid

5Paisa Focused Alpha 5 rebalance history

Every published model rebalance of 5Paisa Focused Alpha 5 since 14 May 2021: 88 cycles, each with the names in, out and held, the turnover and an illustrative fee. Record to 27 Apr 2026.

Published rebalances: 88since 14 May 2021
Cadence: Every 3 weeksabout 17 a year
Latest published: 27 Apr 20265 names on the list
Average turnover: 29%of the list, cycles with changes

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01The latest cycle

27 Apr 2026: 1 out, 0 in, 5 held.

Replayed from the published record. Only what changes is traded and charged; then tap any name to change it yourself.

Names changed0 of 5

Value traded₹0

Fee, 0.2%₹0

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.

02Every rebalance

88 published rebalances, newest first.

Each cycle has its own link (the date). The newest 12 show their names; older cycles open on tap from the record.

Find a ticker in the record

Only cycles with changes

88 rebalances

2026
27 Apr 20265 names on the list

In
+0
Out
−1
Held
5
Turnover
20%

On ₹1,00,000 at equal weight this cycle traded about ₹20,000, fee ₹40 at 0.2%.

Out, 1
VEDL
24 Apr 20266 names on the list

In
+1
Out
−1
Held
5
Turnover
17%

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

In, 1
ADANIPOWER
Out, 1
BHARATFORG
3 Apr 20266 names on the list

In
+1
Out
−2
Held
5
Turnover
33%

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

In, 1
MCX
Out, 2
AMBERKARURVYSYA
13 Mar 20267 names on the list

In
+1
Out
−2
Held
6
Turnover
29%

On ₹1,00,000 at equal weight this cycle traded about ₹28,571, fee ₹57 at 0.2%.

In, 1
BHARATFORG
Out, 2
MCX SHRIRAMFIN
20 Feb 20268 names on the list

In
+3
Out
−1
Held
5
Turnover
38%

On ₹1,00,000 at equal weight this cycle traded about ₹37,500, fee ₹75 at 0.2%.

In, 3
GVT&DAMBERKARURVYSYA
Out, 1
ASHOKLEY
30 Jan 20266 names on the list

In
+1
Out
−2
Held
5
Turnover
33%

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

In, 1
VEDL
Out, 2
LTFMUTHOOTFIN
9 Jan 20267 names on the list

In
+1
Out
−2
Held
6
Turnover
29%

On ₹1,00,000 at equal weight this cycle traded about ₹28,571, fee ₹57 at 0.2%.

In, 1
MCX
Out, 2
CANBKBSE
2025
19 Dec 20258 names on the list

In
+2
Out
−3
Held
6
Turnover
38%

On ₹1,00,000 at equal weight this cycle traded about ₹37,500, fee ₹75 at 0.2%.

In, 2
NATIONALUMASHOKLEY
Out, 3
RBLBANKINDIANBADANIPOWER
28 Nov 20259 names on the list

In
+3
Out
−1
Held
6
Turnover
33%

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

In, 3
CANBKBSE SHRIRAMFIN
Out, 1
FORTIS
7 Nov 20257 names on the list

In
+2
Out
−2
Held
5
Turnover
29%

On ₹1,00,000 at equal weight this cycle traded about ₹28,571, fee ₹57 at 0.2%.

In, 2
RBLBANKINDIANB
Out, 2
EICHERMOT GVT&D
17 Oct 20257 names on the list

In
+1
Out
−3
Held
6
Turnover
43%

On ₹1,00,000 at equal weight this cycle traded about ₹42,857, fee ₹86 at 0.2%.

In, 1
MUTHOOTFIN
Out, 3
PAYTMDELHIVERYLAURUSLABS
26 Sep 20259 names on the list

In
+4
Out
−1
Held
5
Turnover
44%

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

In, 4
HINDCOPPERLTFEICHERMOT ADANIPOWER
Out, 1
RBLBANK
5 Sep 20256 names, +1 −2, turnover 33%, fee ₹67
15 Aug 20257 names, +1 −4, turnover 57%, fee ₹114
25 Jul 202510 names, +5 −2, turnover 50%, fee ₹100
4 Jul 20257 names, +2 −0, turnover 29%, fee ₹57
13 Jun 20255 names, +0 −3, turnover 60%, fee ₹120
23 May 20258 names, +3 −2, turnover 38%, fee ₹75
2 May 20257 names, +2 −2, turnover 29%, fee ₹57
11 Apr 20257 names, +1 −3, turnover 43%, fee ₹86
21 Mar 20259 names, +2 −0, turnover 22%, fee ₹44
28 Feb 20257 names, +2 −2, turnover 29%, fee ₹57
7 Feb 20257 names, +2 −0, turnover 29%, fee ₹57
17 Jan 20255 names, +0 −1, turnover 20%, fee ₹40
2024
27 Dec 20246 names, +1 −1, turnover 17%, fee ₹33
6 Dec 20246 names, +1 −0, turnover 17%, fee ₹33
15 Nov 20245 names, +0 −1, turnover 20%, fee ₹40
25 Oct 20246 names, +1 −1, turnover 17%, fee ₹33
4 Oct 20246 names, +1 −2, turnover 33%, fee ₹67
13 Sep 20247 names, +2 −1, turnover 29%, fee ₹57
23 Aug 20246 names, +1 −2, turnover 33%, fee ₹67
2 Aug 20247 names, +1 −0, turnover 14%, fee ₹29
12 Jul 20246 names, +0 −0, turnover 0%, fee ₹0
21 Jun 20246 names, +1 −2, turnover 33%, fee ₹67
31 May 20247 names, +2 −2, turnover 29%, fee ₹57
10 May 20247 names, +1 −1, turnover 14%, fee ₹29
19 Apr 20247 names, +1 −0, turnover 14%, fee ₹29
29 Mar 20246 names, +1 −0, turnover 17%, fee ₹33
8 Mar 20245 names, +0 −1, turnover 20%, fee ₹40
16 Feb 20246 names, +1 −0, turnover 17%, fee ₹33
26 Jan 20245 names, +0 −3, turnover 60%, fee ₹120
5 Jan 20248 names, +3 −2, turnover 38%, fee ₹75
2023
15 Dec 20237 names, +2 −1, turnover 29%, fee ₹57
24 Nov 20236 names, +1 −0, turnover 17%, fee ₹33
3 Nov 20235 names, +0 −2, turnover 40%, fee ₹80
13 Oct 20237 names, +1 −0, turnover 14%, fee ₹29
22 Sep 20236 names, +1 −2, turnover 33%, fee ₹67
1 Sep 20237 names, +2 −2, turnover 29%, fee ₹57
11 Aug 20237 names, +1 −1, turnover 14%, fee ₹29
21 Jul 20237 names, +2 −2, turnover 29%, fee ₹57
30 Jun 20237 names, +2 −1, turnover 29%, fee ₹57
9 Jun 20236 names, +1 −2, turnover 33%, fee ₹67
19 May 20237 names, +2 −3, turnover 43%, fee ₹86
28 Apr 20238 names, +2 −1, turnover 25%, fee ₹50
7 Apr 20237 names, +1 −0, turnover 14%, fee ₹29
17 Mar 20236 names, +1 −1, turnover 17%, fee ₹33
24 Feb 20236 names, +1 −1, turnover 17%, fee ₹33
3 Feb 20236 names, +0 −0, turnover 0%, fee ₹0
13 Jan 20236 names, +1 −1, turnover 17%, fee ₹33
2022
23 Dec 20226 names, +1 −0, turnover 17%, fee ₹33
2 Dec 20225 names, +0 −4, turnover 80%, fee ₹160
11 Nov 20229 names, +4 −0, turnover 44%, fee ₹89
21 Oct 20225 names, +0 −2, turnover 40%, fee ₹80
30 Sep 20227 names, +1 −1, turnover 14%, fee ₹29
9 Sep 20227 names, +2 −1, turnover 29%, fee ₹57
19 Aug 20226 names, +1 −1, turnover 17%, fee ₹33
29 Jul 20226 names, +1 −0, turnover 17%, fee ₹33
8 Jul 20225 names, +0 −2, turnover 40%, fee ₹80
17 Jun 20227 names, +2 −2, turnover 29%, fee ₹57
27 May 20227 names, +1 −0, turnover 14%, fee ₹29
6 May 20226 names, +1 −3, turnover 50%, fee ₹100
15 Apr 20228 names, +2 −1, turnover 25%, fee ₹50
25 Mar 20227 names, +1 −1, turnover 14%, fee ₹29
4 Mar 20227 names, +2 −2, turnover 29%, fee ₹57
11 Feb 20227 names, +2 −2, turnover 29%, fee ₹57
21 Jan 20227 names, +2 −1, turnover 29%, fee ₹57
2021
31 Dec 20216 names, +1 −2, turnover 33%, fee ₹67
10 Dec 20217 names, +2 −2, turnover 29%, fee ₹57
19 Nov 20217 names, +2 −3, turnover 43%, fee ₹86
29 Oct 20218 names, +3 −1, turnover 38%, fee ₹75
8 Oct 20216 names, +1 −3, turnover 50%, fee ₹100
17 Sep 20218 names, +2 −0, turnover 25%, fee ₹50
27 Aug 20216 names, +0 −1, turnover 17%, fee ₹33
6 Aug 20217 names, +1 −1, turnover 14%, fee ₹29
16 Jul 20217 names, +1 −1, turnover 14%, fee ₹29
25 Jun 20217 names, +2 −1, turnover 29%, fee ₹57
4 Jun 20216 names, +1 −0, turnover 17%, fee ₹33
14 May 20215 names

Turnover is the names changed divided by the names on the new list. The fee is an illustration on ₹1,00,000 at equal weight: the value traded is the share of the list that changed, the fee 0.2% of that. Actual trades depend on prices on the day and on your capital. 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
Healthcare
Power
Automobile and Auto Components
Chemicals
Consumer Durables
Other

04Sector shifts

Moves of 10 points or more.

79 such shifts in 88 rebalances; the latest six.

27 Apr 2026Metals & Mining −10Down
24 Apr 2026Automobile and Auto Components −17, Power +17Down
3 Apr 2026Consumer Durables −14Down
13 Mar 2026Financial Services −23, Automobile and Auto Components +14Down
20 Feb 2026Metals & Mining −12, Consumer Durables +13Down
30 Jan 2026Financial Services −24, Metals & Mining +21Down

05Documents

The record, to reuse.

Same family, Large and mid

06Questions

5Paisa Focused Alpha 5 rebalances, in plain words

How often does 5Paisa Focused Alpha 5 rebalance?

Every 3 weeks on the published schedule, about 17 times a year. The record holds 88 published rebalances from 14 May 2021 to 27 Apr 2026; on 85 of them at least one name changed, with an average turnover of 29% 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 29% of the list trades about ₹28,989 and costs about ₹58. 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.

Explore next

From the record to the strategy.

Invest in 5Paisa Focused Alpha 5.

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.

Invest in 5Paisa Focused Alpha 5 5Paisa Focused Alpha 5 factsheet

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.