Rebalance record, Large
Focused Largecap 20 rebalance history
Every published model rebalance of Focused Largecap 20 since 14 May 2021: 68 cycles, each with the names in, out and held, the turnover and an illustrative fee. Record to 3 Jul 2026.
- Published rebalances
- 68since 14 May 2021
- Cadence
- Every 4 weeksabout 13 a year
- Latest published
- 3 Jul 202628 names on the list
- Average turnover
- 24%of the list, cycles with changes
01The latest cycle
3 Jul 2026: 5 out, 8 in, 20 held.
Replayed from the published record. Only what changes is traded and charged; then tap any name to change it yourself.
And 4 more names held, unchanged.
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
68 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.
68 rebalances
- 2026
-
28 names on the list
- In
- +8
- Out
- −5
- Held
- 20
- Turnover
- 29%
On ₹1,00,000 at equal weight this cycle traded about ₹28,571, fee ₹57 at 0.2%.
-
25 names on the list
- In
- +5
- Out
- −11
- Held
- 20
- Turnover
- 44%
On ₹1,00,000 at equal weight this cycle traded about ₹44,000, fee ₹88 at 0.2%.
-
31 names on the list
- In
- +9
- Out
- −4
- Held
- 22
- Turnover
- 29%
On ₹1,00,000 at equal weight this cycle traded about ₹29,032, fee ₹58 at 0.2%.
-
26 names on the list
- In
- +6
- Out
- −4
- Held
- 20
- Turnover
- 23%
On ₹1,00,000 at equal weight this cycle traded about ₹23,077, fee ₹46 at 0.2%.
In, 6
-
24 names on the list
- In
- +2
- Out
- −6
- Held
- 22
- Turnover
- 25%
On ₹1,00,000 at equal weight this cycle traded about ₹25,000, fee ₹50 at 0.2%.
Out, 6
-
28 names on the list
- In
- +7
- Out
- −5
- Held
- 21
- Turnover
- 25%
On ₹1,00,000 at equal weight this cycle traded about ₹25,000, fee ₹50 at 0.2%.
-
26 names on the list
- In
- +4
- Out
- −3
- Held
- 22
- Turnover
- 15%
On ₹1,00,000 at equal weight this cycle traded about ₹15,385, fee ₹31 at 0.2%.
In, 4
Out, 3
- 2025
-
25 names on the list
- In
- +4
- Out
- −6
- Held
- 21
- Turnover
- 24%
On ₹1,00,000 at equal weight this cycle traded about ₹24,000, fee ₹48 at 0.2%.
Out, 6
-
27 names on the list
- In
- +7
- Out
- −7
- Held
- 20
- Turnover
- 26%
On ₹1,00,000 at equal weight this cycle traded about ₹25,926, fee ₹52 at 0.2%.
Out, 7
-
27 names on the list
- In
- +7
- Out
- −9
- Held
- 20
- Turnover
- 33%
On ₹1,00,000 at equal weight this cycle traded about ₹33,333, fee ₹67 at 0.2%.
In, 7
-
29 names on the list
- In
- +7
- Out
- −8
- Held
- 22
- Turnover
- 28%
On ₹1,00,000 at equal weight this cycle traded about ₹27,586, fee ₹55 at 0.2%.
-
30 names on the list
- In
- +9
- Out
- −6
- Held
- 21
- Turnover
- 30%
On ₹1,00,000 at equal weight this cycle traded about ₹30,000, fee ₹60 at 0.2%.
In, 9
- 27 names, +5 −3, turnover 19%, fee ₹37
- 25 names, +4 −9, turnover 36%, fee ₹72
- 30 names, +10 −6, turnover 33%, fee ₹67
- 26 names, +5 −9, turnover 35%, fee ₹69
- 30 names, +9 −7, turnover 30%, fee ₹60
- 28 names, +8 −7, turnover 29%, fee ₹57
- 27 names, +6 −4, turnover 22%, fee ₹44
- 25 names, +4 −4, turnover 16%, fee ₹32
- 2024
- 25 names, +2 −4, turnover 16%, fee ₹32
- 27 names, +5 −4, turnover 19%, fee ₹37
- 26 names, +3 −5, turnover 19%, fee ₹38
- 28 names, +7 −5, turnover 25%, fee ₹50
- 26 names, +5 −6, turnover 23%, fee ₹46
- 27 names, +5 −2, turnover 19%, fee ₹37
- 24 names, +2 −6, turnover 25%, fee ₹50
- 28 names, +7 −6, turnover 25%, fee ₹50
- 27 names, +6 −4, turnover 22%, fee ₹44
- 25 names, +5 −1, turnover 20%, fee ₹40
- 21 names, +1 −7, turnover 33%, fee ₹67
- 27 names, +7 −3, turnover 26%, fee ₹52
- 23 names, +2 −6, turnover 26%, fee ₹52
- 2023
- 27 names, +6 −3, turnover 22%, fee ₹44
- 24 names, +4 −2, turnover 17%, fee ₹33
- 22 names, +1 −6, turnover 27%, fee ₹55
- 27 names, +4 −4, turnover 15%, fee ₹30
- 27 names, +5 −5, turnover 19%, fee ₹37
- 27 names, +7 −7, turnover 26%, fee ₹52
- 27 names, +6 −4, turnover 22%, fee ₹44
- 25 names, +5 −8, turnover 32%, fee ₹64
- 28 names, +7 −4, turnover 25%, fee ₹50
- 25 names, +5 −7, turnover 28%, fee ₹56
- 27 names, +7 −7, turnover 26%, fee ₹52
- 27 names, +5 −3, turnover 19%, fee ₹37
- 25 names, +5 −5, turnover 20%, fee ₹40
- 2022
- 25 names, +4 −4, turnover 16%, fee ₹32
- 25 names, +5 −3, turnover 20%, fee ₹40
- 23 names, +2 −2, turnover 9%, fee ₹17
- 23 names, +1 −5, turnover 22%, fee ₹43
- 27 names, +7 −4, turnover 26%, fee ₹52
- 24 names, +4 −7, turnover 29%, fee ₹58
- 27 names, +6 −6, turnover 22%, fee ₹44
- 27 names, +7 −6, turnover 26%, fee ₹52
- 26 names, +5 −5, turnover 19%, fee ₹38
- 26 names, +5 −6, turnover 23%, fee ₹46
- 27 names, +6 −5, turnover 22%, fee ₹44
- 26 names, +5 −6, turnover 23%, fee ₹46
- 27 names, +5 −3, turnover 19%, fee ₹37
- 2021
- 25 names, +4 −5, turnover 20%, fee ₹40
- 26 names, +5 −5, turnover 19%, fee ₹38
- 26 names, +5 −8, turnover 31%, fee ₹62
- 29 names, +7 −4, turnover 24%, fee ₹48
- 26 names, +6 −0, turnover 23%, fee ₹46
- 20 names, +5 −10, turnover 50%, fee ₹100
- 25 names, +3 −1, turnover 12%, fee ₹24
- 23 names, +3 −0, turnover 13%, fee ₹26
- 20 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.
- Financial Services
- Power
- Capital Goods
- Metals & Mining
- Healthcare
- Consumer Services
- Automobile and Auto Components
- Oil, Gas & Consumable Fuels
- Other
04Sector shifts
Moves of 10 points or more.
18 such shifts in 68 rebalances; the latest six.
- Financial Services −10Down
- Power +11Up
- Financial Services −10, Metals & Mining +10Down
- Fast Moving Consumer Goods −10Down
- Metals & Mining −17, Financial Services +12Down
- Information Technology −11, Automobile and Auto Components −11Down
05Documents
The record, to reuse.
- CSV, every listCC BY 4.0
- JSON, this page's data68 cycles
- Focused Largecap 20 strategy pagefactsheet
- All 18 historieshub
Same family, Large
06Questions
Focused Largecap 20 rebalances, in plain words
How often does Focused Largecap 20 rebalance?
Every 4 weeks on the published schedule, about 13 times a year. The record holds 68 published rebalances from 14 May 2021 to 3 Jul 2026; on 67 of them at least one name changed, with an average turnover of 24% 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 24% of the list trades about ₹24,078 and costs about ₹48. 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 Focused Largecap 20.
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.
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.