--- title: "Dynamic Asset Allocator Rebalance History | 63 Cycles |" description: "Every published model rebalance of Dynamic Asset Allocator since 2 Dec 2022: 63 cycles with names in, out and held, turnover and a 0.2% fee illustration. Record" source_url: "https://www.rupeecase.com/rebalance/dynamic-asset-allocator/" --- Rebalance record, All market # Dynamic Asset Allocator rebalance history Every published model rebalance of Dynamic Asset Allocator since **2 Dec 2022**: **63 cycles**, each with the names in, out and held, the turnover and an illustrative fee. **Record to 26 Jun 2026.** Published rebalances63since 2 Dec 2022 CadenceEvery 3 weeksabout 17 a year Latest published26 Jun 202653 names on the list Average turnover28%of the list, cycles with changes [Invest in Dynamic Asset Allocator](https://invest.rupeecase.com/signup?strategy=dynamic-asset-allocator) [Dynamic Asset Allocator strategy page](/strategies/dynamic-asset-allocator) [Download the record as CSV](/data/rebalances/dynamic-asset-allocator.csv) 01The latest cycle ## 26 Jun 2026: 19 out, 12 in, 41 held. Replayed from the published record. Only what changes is traded and charged; then tap any name to change it yourself. **WEBELSOLAR**held**COHANCE**held**QPOWER**held**JAYNECOIND**held**GALLANTT**held**HSCL**held**LLOYDSME**held**SCI**held**GOKULAGRO**held**KRN**held**LLOYDSENT**held**AVANTIFEED**held**AZAD**held**PTC**held**PNBHOUSING**held**NLCINDIA**held**OLAELEC**held**JAIBALAJI**held**ADVENZYMES**held**STLTECH**held**HFCL**held**CUPID**held**BALAMINES**held**AVALON**held And 36 more names held, unchanged. Names changed**0 of 53** Value traded**₹0**** Fee, 0.2%**₹0** Replay 26 Jun 2026A 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. 02Every rebalance ## 63 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 * 2026 * 2025 * 2024 * 2023 * 2022 63 rebalances 1. 2 Dec 202249 namesNames 2. 2 Dec 202249 namesNames 3. 2 Dec 202249 namesNames 4. 2 Dec 202249 namesNames 5. 2 Dec 202249 namesNames 6. 2 Dec 202249 namesNames 7. 2 Dec 202249 namesNames 8. 2 Dec 202249 namesNames 9. 2 Dec 202249 namesNames 10. 2 Dec 202249 namesNames 11. 2 Dec 202249 namesNames 12. 2 Dec 202249 namesNames 13. 2 Dec 202249 namesNames 14. 2 Dec 202249 namesNames 15. 2 Dec 202249 namesNames 16. 2 Dec 202249 namesNames 17. 2 Dec 202249 namesNames 18. 2 Dec 202249 namesNames 19. 2 Dec 202249 namesNames 20. 2 Dec 202249 namesNames 21. 2 Dec 202249 namesNames 22. 2 Dec 202249 namesNames 23. 2 Dec 202249 namesNames 24. 2 Dec 202249 namesNames 25. 2 Dec 202249 namesNames 26. 2 Dec 202249 namesNames 27. 2 Dec 202249 namesNames 28. 2 Dec 202249 namesNames 29. 2 Dec 202249 namesNames 30. 2 Dec 202249 namesNames 31. 2 Dec 202249 namesNames 32. 2 Dec 202249 namesNames 33. 2 Dec 202249 namesNames 34. 2 Dec 202249 namesNames 35. 2 Dec 202249 namesNames 36. 2 Dec 202249 namesNames 37. 2 Dec 202249 namesNames 38. 2 Dec 202249 namesNames 39. 2 Dec 202249 namesNames 40. 2 Dec 202249 namesNames 41. 2 Dec 202249 namesNames 42. 2 Dec 202249 namesNames 43. 2 Dec 202249 namesNames 44. 2 Dec 202249 namesNames 45. 2 Dec 202249 namesNames 46. 2 Dec 202249 namesNames 47. 2 Dec 202249 namesNames 48. 2 Dec 202249 namesNames 49. 2 Dec 202249 namesNames 50. 2 Dec 202249 namesNames 51. 2 Dec 202249 namesNames 52. 2 Dec 202249 namesNames 53. 2 Dec 202249 namesNames 54. 2 Dec 202249 namesNames 55. 2 Dec 202249 namesNames 56. 2 Dec 202249 namesNames 57. 2 Dec 202249 namesNames 58. 2 Dec 202249 namesNames 59. 2 Dec 202249 namesNames 60. 2 Dec 202249 namesNames 61. 2 Dec 202249 namesNames 62. 2 Dec 202249 namesNames 63. 2 Dec 202249 namesNames 64. 2 Dec 202249 namesNames 65. 2 Dec 202249 namesNames 66. 2 Dec 202249 namesNames 67. 2 Dec 202249 namesNames 68. 2 Dec 202249 namesNames Show more 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. 2022 2023 2024 2025 2026 * Capital Goods * Financial Services * Automobile and Auto Components * Metals & Mining * Healthcare * Fast Moving Consumer Goods * Construction * Chemicals * Other 04Sector shifts ## Moves of 10 points or more. 10 such shifts in 63 rebalances; the latest six. 1. 7 Nov 2025Financial Services +13Up 2. 7 Nov 2025Financial Services +13Up 3. 7 Nov 2025Financial Services +13Up 4. 7 Nov 2025Financial Services +13Up 5. 7 Nov 2025Financial Services +13Up 6. 7 Nov 2025Financial Services +13Up 05Documents ## The record, to reuse. * [CSV, every listCC BY 4.0](/data/rebalances/dynamic-asset-allocator.csv) * [JSON, this page's data63 cycles](/instiv2/data/rebalances/dynamic-asset-allocator.json) * [Dynamic Asset Allocator strategy pagefactsheet](/strategies/dynamic-asset-allocator) * [All 18 historieshub](/rebalance/) Same family, All market * [Allcap](/rebalance/allcap/) * [Allcap Multi Asset](/rebalance/allcap-multi-asset/) * [TotalMarket Hybrid](/rebalance/totalmarket-hybrid/) 06Questions ## Dynamic Asset Allocator rebalances, in plain words How often does Dynamic Asset Allocator rebalance?Every 3 weeks on the published schedule, about 17 times a year. The record holds 63 published rebalances from 2 Dec 2022 to 26 Jun 2026; on 62 of them at least one name changed, with an average turnover of 28% 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 28% of the list trades about ₹27,730 and costs about ₹55. 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/dynamic-asset-allocator.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. 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) ## Invest in Dynamic Asset Allocator. 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 Dynamic Asset Allocator](https://invest.rupeecase.com/signup?strategy=dynamic-asset-allocator) [Dynamic Asset Allocator factsheet](/strategies/factsheets/dynamic-asset-allocator) 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.