--- title: "Energy Basket Rebalance History | 262 Cycles | RupeeCase" description: "Every published model rebalance of Energy Basket since 14 May 2021: 262 cycles with names in, out and held, turnover and a 0.2% fee illustration. Record to 11" source_url: "https://www.rupeecase.com/rebalance/energy-basket/" --- Rebalance record, Thematic # Energy Basket rebalance history Every published model rebalance of Energy Basket since **14 May 2021**: **262 cycles**, each with the names in, out and held, the turnover and an illustrative fee. **Record to 11 May 2026.** Published rebalances262since 14 May 2021 CadenceEvery weekabout 52 a year Latest published11 May 202610 names on the list Average turnover15%of the list, cycles with changes [Invest in Energy Basket](https://invest.rupeecase.com/signup?strategy=energy-basket) [Energy Basket strategy page](/strategies/energy-basket) [Download the record as CSV](/data/rebalances/energy-basket.csv) 01The latest cycle ## 11 May 2026: 1 out, 0 in, 10 held. Replayed from the published record. Only what changes is traded and charged; then tap any name to change it yourself. **RPOWER**held**BHEL**held**ADANIPOWER**held**ADANIGREEN**held**ADANIENSOL**held**SUZLON**held**GVT&D**held**THERMAX**held**JPPOWER**held**TORNTPOWER**held**ABB**held Names changed**0 of 10** Value traded**₹0**** Fee, 0.2%**₹0** Replay 11 May 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 ## 262 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 * 2021 262 rebalances 1. 14 May 202110 namesNames 2. 14 May 202110 namesNames 3. 14 May 202110 namesNames 4. 14 May 202110 namesNames 5. 14 May 202110 namesNames 6. 14 May 202110 namesNames 7. 14 May 202110 namesNames 8. 14 May 202110 namesNames 9. 14 May 202110 namesNames 10. 14 May 202110 namesNames 11. 14 May 202110 namesNames 12. 14 May 202110 namesNames 13. 14 May 202110 namesNames 14. 14 May 202110 namesNames 15. 14 May 202110 namesNames 16. 14 May 202110 namesNames 17. 14 May 202110 namesNames 18. 14 May 202110 namesNames 19. 14 May 202110 namesNames 20. 14 May 202110 namesNames 21. 14 May 202110 namesNames 22. 14 May 202110 namesNames 23. 14 May 202110 namesNames 24. 14 May 202110 namesNames 25. 14 May 202110 namesNames 26. 14 May 202110 namesNames 27. 14 May 202110 namesNames 28. 14 May 202110 namesNames 29. 14 May 202110 namesNames 30. 14 May 202110 namesNames 31. 14 May 202110 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May 202110 namesNames 168. 14 May 202110 namesNames 169. 14 May 202110 namesNames 170. 14 May 202110 namesNames 171. 14 May 202110 namesNames 172. 14 May 202110 namesNames 173. 14 May 202110 namesNames 174. 14 May 202110 namesNames 175. 14 May 202110 namesNames 176. 14 May 202110 namesNames 177. 14 May 202110 namesNames 178. 14 May 202110 namesNames 179. 14 May 202110 namesNames 180. 14 May 202110 namesNames 181. 14 May 202110 namesNames 182. 14 May 202110 namesNames 183. 14 May 202110 namesNames 184. 14 May 202110 namesNames 185. 14 May 202110 namesNames 186. 14 May 202110 namesNames 187. 14 May 202110 namesNames 188. 14 May 202110 namesNames 189. 14 May 202110 namesNames 190. 14 May 202110 namesNames 191. 14 May 202110 namesNames 192. 14 May 202110 namesNames 193. 14 May 202110 namesNames 194. 14 May 202110 namesNames 195. 14 May 202110 namesNames 196. 14 May 202110 namesNames 197. 14 May 202110 namesNames 198. 14 May 202110 namesNames 199. 14 May 202110 namesNames 200. 14 May 202110 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May 202110 namesNames 268. 14 May 202110 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. 2021 2022 2023 2024 2025 2026 * Power * Capital Goods * Oil, Gas & Consumable Fuels * Other 04Sector shifts ## Moves of 10 points or more. 61 such shifts in 262 rebalances; the latest six. 1. 27 Feb 2026Oil, Gas & Consumable Fuels −12Down 2. 27 Feb 2026Oil, Gas & Consumable Fuels −12Down 3. 27 Feb 2026Oil, Gas & Consumable Fuels −12Down 4. 27 Feb 2026Oil, Gas & Consumable Fuels −12Down 5. 27 Feb 2026Oil, Gas & Consumable Fuels −12Down 6. 27 Feb 2026Oil, Gas & Consumable Fuels −12Down 05Documents ## The record, to reuse. * [CSV, every listCC BY 4.0](/data/rebalances/energy-basket.csv) * [JSON, this page's data262 cycles](/instiv2/data/rebalances/energy-basket.json) * [Energy Basket strategy pagefactsheet](/strategies/energy-basket) * [All 18 historieshub](/rebalance/) Same family, Thematic * [Healthcare Basket](/rebalance/healthcare-basket/) 06Questions ## Energy Basket rebalances, in plain words How often does Energy Basket rebalance?Every week on the published schedule, about 52 times a year. The record holds 262 published rebalances from 14 May 2021 to 11 May 2026; on 247 of them at least one name changed, with an average turnover of 15% 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 15% of the list trades about ₹14,678 and costs about ₹29. 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/energy-basket.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) * [Head to headCompare Midcap with Energy BasketTwo model curves, every risk figure](/strategies/compare/midcap-vs-energy-basket) ## Invest in Energy Basket. 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 Energy Basket](https://invest.rupeecase.com/signup?strategy=energy-basket) [Energy Basket factsheet](/strategies/factsheets/energy-basket) 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.