--- title: "Focused Largecap 20 Rebalance History | 68 Cycles |" description: "Every published model rebalance of Focused Largecap 20 since 14 May 2021: 68 cycles with names in, out and held, turnover and a 0.2% fee illustration. Record to" source_url: "https://www.rupeecase.com/rebalance/focused-largecap-20/" --- 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 rebalances68since 14 May 2021 CadenceEvery 4 weeksabout 13 a year Latest published3 Jul 202628 names on the list Average turnover24%of the list, cycles with changes [Invest in Focused Largecap 20](https://invest.rupeecase.com/signup?strategy=focused-largecap-20) [Focused Largecap 20 strategy page](/strategies/focused-largecap-20) [Download the record as CSV](/data/rebalances/focused-largecap-20.csv) 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. **LODHA**held**TATAPOWER**held**HAL**held**PFC**held**NTPC**held**BAJFINANCE**held**INDHOTEL**held**ICICIBANK**held**ADANIGREEN**held**ADANIENSOL**held**ADANIENT**held**ADANIPOWER**held**CGPOWER**held**ZYDUSLIFE**held**MOTHERSON**held**VEDL**held**SHRIRAMFIN**held**ENRIN**held**ADANIPORTS**held**GRASIM**held**HINDALCO**held**VBL**held**HINDZINC**held**SIEMENS**held And 4 more names held, unchanged. Names changed**0 of 28** Value traded**₹0**** Fee, 0.2%**₹0** Replay 3 Jul 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 ## 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. Find a ticker in the record * Only cycles with changes * 2026 * 2025 * 2024 * 2023 * 2022 * 2021 68 rebalances 1. 14 May 202120 namesNames 2. 14 May 202120 namesNames 3. 14 May 202120 namesNames 4. 14 May 202120 namesNames 5. 14 May 202120 namesNames 6. 14 May 202120 namesNames 7. 14 May 202120 namesNames 8. 14 May 202120 namesNames 9. 14 May 202120 namesNames 10. 14 May 202120 namesNames 11. 14 May 202120 namesNames 12. 14 May 202120 namesNames 13. 14 May 202120 namesNames 14. 14 May 202120 namesNames 15. 14 May 202120 namesNames 16. 14 May 202120 namesNames 17. 14 May 202120 namesNames 18. 14 May 202120 namesNames 19. 14 May 202120 namesNames 20. 14 May 202120 namesNames 21. 14 May 202120 namesNames 22. 14 May 202120 namesNames 23. 14 May 202120 namesNames 24. 14 May 202120 namesNames 25. 14 May 202120 namesNames 26. 14 May 202120 namesNames 27. 14 May 202120 namesNames 28. 14 May 202120 namesNames 29. 14 May 202120 namesNames 30. 14 May 202120 namesNames 31. 14 May 202120 namesNames 32. 14 May 202120 namesNames 33. 14 May 202120 namesNames 34. 14 May 202120 namesNames 35. 14 May 202120 namesNames 36. 14 May 202120 namesNames 37. 14 May 202120 namesNames 38. 14 May 202120 namesNames 39. 14 May 202120 namesNames 40. 14 May 202120 namesNames 41. 14 May 202120 namesNames 42. 14 May 202120 namesNames 43. 14 May 202120 namesNames 44. 14 May 202120 namesNames 45. 14 May 202120 namesNames 46. 14 May 202120 namesNames 47. 14 May 202120 namesNames 48. 14 May 202120 namesNames 49. 14 May 202120 namesNames 50. 14 May 202120 namesNames 51. 14 May 202120 namesNames 52. 14 May 202120 namesNames 53. 14 May 202120 namesNames 54. 14 May 202120 namesNames 55. 14 May 202120 namesNames 56. 14 May 202120 namesNames 57. 14 May 202120 namesNames 58. 14 May 202120 namesNames 59. 14 May 202120 namesNames 60. 14 May 202120 namesNames 61. 14 May 202120 namesNames 62. 14 May 202120 namesNames 63. 14 May 202120 namesNames 64. 14 May 202120 namesNames 65. 14 May 202120 namesNames 66. 14 May 202120 namesNames 67. 14 May 202120 namesNames 68. 14 May 202120 namesNames 69. 14 May 202120 namesNames 70. 14 May 202120 namesNames 71. 14 May 202120 namesNames 72. 14 May 202120 namesNames 73. 14 May 202120 namesNames 74. 14 May 202120 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 * 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. 1. 11 Apr 2025Information Technology −11, Automobile and Auto Components −11Down 2. 11 Apr 2025Information Technology −11, Automobile and Auto Components −11Down 3. 11 Apr 2025Information Technology −11, Automobile and Auto Components −11Down 4. 11 Apr 2025Information Technology −11, Automobile and Auto Components −11Down 5. 11 Apr 2025Information Technology −11, Automobile and Auto Components −11Down 6. 11 Apr 2025Information Technology −11, Automobile and Auto Components −11Down 05Documents ## The record, to reuse. * [CSV, every listCC BY 4.0](/data/rebalances/focused-largecap-20.csv) * [JSON, this page's data68 cycles](/instiv2/data/rebalances/focused-largecap-20.json) * [Focused Largecap 20 strategy pagefactsheet](/strategies/focused-largecap-20) * [All 18 historieshub](/rebalance/) Same family, Large * [Largecap Hybrid](/rebalance/largecap-hybrid/) * [Large Cap Multi Asset](/rebalance/largecap-multi-asset/) * [Nifty 50 Equal Weight](/rebalance/nifty-50-equal-weight/) 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](/data/rebalances/focused-largecap-20.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. * [SectorMetals & Mining stocksNSE sector across the 18 index algos](/sectors/metals-mining) * [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 Focused Largecap 20 with Large Cap Multi AssetTwo model curves, every risk figure](/strategies/compare/focused-largecap-20-vs-largecap-multi-asset) ## 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. [Invest in Focused Largecap 20](https://invest.rupeecase.com/signup?strategy=focused-largecap-20) [Focused Largecap 20 factsheet](/strategies/factsheets/focused-largecap-20) 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.