Rebalance record, Thematic

Healthcare Basket rebalance history

Every published model rebalance of Healthcare Basket since 14 May 2021: 261 cycles, each with the names in, out and held, the turnover and an illustrative fee. Record to 8 May 2026.

Published rebalances: 261since 14 May 2021
Cadence: Every weekabout 52 a year
Latest published: 8 May 202611 names on the list
Average turnover: 13%of the list, cycles with changes

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01The latest cycle

8 May 2026: 3 out, 1 in, 10 held.

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

Names changed0 of 11

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

261 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

261 rebalances

2026
8 May 202611 names on the list

In
+1
Out
−3
Held
10
Turnover
27%

On ₹1,00,000 at equal weight this cycle traded about ₹27,273, fee ₹55 at 0.2%.

In, 1
SAILIFE
Out, 3
LUPINJBCHEPHARMASTERDM
1 May 202613 names on the list

In
+3
Out
−1
Held
10
Turnover
23%

On ₹1,00,000 at equal weight this cycle traded about ₹23,077, fee ₹46 at 0.2%.

In, 3
COHANCE FORTIS POLYMED
Out, 1
SAILIFE
24 Apr 202611 names on the list

In
+1
Out
−0
Held
10
Turnover
9%

On ₹1,00,000 at equal weight this cycle traded about ₹9,091, fee ₹18 at 0.2%.

In, 1
WOCKPHARMA
17 Apr 202610 names on the list

In
+0
Out
−1
Held
10
Turnover
10%

On ₹1,00,000 at equal weight this cycle traded about ₹10,000, fee ₹20 at 0.2%.

Out, 1
AJANTPHARM
10 Apr 202611 names on the list

In
+1
Out
−1
Held
10
Turnover
9%

On ₹1,00,000 at equal weight this cycle traded about ₹9,091, fee ₹18 at 0.2%.

In, 1
ONESOURCE
Out, 1
IPCALAB
3 Apr 202611 names on the list

In
+1
Out
−1
Held
10
Turnover
9%

On ₹1,00,000 at equal weight this cycle traded about ₹9,091, fee ₹18 at 0.2%.

In, 1
GRANULES
Out, 1
ONESOURCE
27 Mar 202611 names on the list

In
+1
Out
−0
Held
10
Turnover
9%

On ₹1,00,000 at equal weight this cycle traded about ₹9,091, fee ₹18 at 0.2%.

In, 1
IPCALAB
20 Mar 202610 names on the list

In
+0
Out
−2
Held
10
Turnover
20%

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

Out, 2
KIMSIPCALAB
13 Mar 202612 names on the list

In
+2
Out
−1
Held
10
Turnover
17%

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

In, 2
ONESOURCE AUROPHARMA
Out, 1
FORTIS
6 Mar 202611 names on the list

In
+1
Out
−3
Held
10
Turnover
27%

On ₹1,00,000 at equal weight this cycle traded about ₹27,273, fee ₹55 at 0.2%.

In, 1
IPCALAB
Out, 3
GLANDGLAXOGRANULES
27 Feb 202613 names on the list

In
+3
Out
−2
Held
10
Turnover
23%

On ₹1,00,000 at equal weight this cycle traded about ₹23,077, fee ₹46 at 0.2%.

In, 3
ASTERDMNATCOPHARM FORTIS
Out, 2
IPCALABAUROPHARMA
20 Feb 202612 names on the list

In
+2
Out
−0
Held
10
Turnover
17%

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

In, 2
KIMSGLAXO
13 Feb 202610 names, +0 −1, turnover 10%, fee ₹20
6 Feb 202611 names, +1 −0, turnover 9%, fee ₹18
30 Jan 202610 names, +0 −0, turnover 0%, fee ₹0
23 Jan 202610 names, +0 −1, turnover 10%, fee ₹20
16 Jan 202611 names, +1 −2, turnover 18%, fee ₹36
9 Jan 202612 names, +2 −1, turnover 17%, fee ₹33
2 Jan 202611 names, +1 −0, turnover 9%, fee ₹18
2025
26 Dec 202510 names, +0 −1, turnover 10%, fee ₹20
19 Dec 202511 names, +1 −2, turnover 18%, fee ₹36
12 Dec 202512 names, +1 −0, turnover 8%, fee ₹17
5 Dec 202511 names, +1 −1, turnover 9%, fee ₹18
28 Nov 202511 names, +0 −1, turnover 9%, fee ₹18
21 Nov 202512 names, +2 −2, turnover 17%, fee ₹33
14 Nov 202512 names, +2 −0, turnover 17%, fee ₹33
7 Nov 202510 names, +0 −1, turnover 10%, fee ₹20
31 Oct 202511 names, +1 −1, turnover 9%, fee ₹18
24 Oct 202511 names, +1 −0, turnover 9%, fee ₹18
17 Oct 202510 names, +0 −1, turnover 10%, fee ₹20
10 Oct 202511 names, +1 −0, turnover 9%, fee ₹18
3 Oct 202510 names, +0 −0, turnover 0%, fee ₹0
26 Sep 202510 names, +0 −0, turnover 0%, fee ₹0
19 Sep 202510 names, +0 −0, turnover 0%, fee ₹0
12 Sep 202510 names, +0 −1, turnover 10%, fee ₹20
5 Sep 202511 names, +1 −0, turnover 9%, fee ₹18
29 Aug 202510 names, +0 −0, turnover 0%, fee ₹0
22 Aug 202510 names, +0 −0, turnover 0%, fee ₹0
15 Aug 202510 names, +0 −1, turnover 10%, fee ₹20
8 Aug 202511 names, +0 −0, turnover 0%, fee ₹0
1 Aug 202511 names, +1 −1, turnover 9%, fee ₹18
25 Jul 202511 names, +1 −1, turnover 9%, fee ₹18
18 Jul 202511 names, +1 −0, turnover 9%, fee ₹18
11 Jul 202510 names, +0 −1, turnover 10%, fee ₹20
4 Jul 202511 names, +0 −0, turnover 0%, fee ₹0
27 Jun 202511 names, +1 −1, turnover 9%, fee ₹18
20 Jun 202511 names, +1 −1, turnover 9%, fee ₹18
13 Jun 202511 names, +1 −1, turnover 9%, fee ₹18
6 Jun 202511 names, +1 −2, turnover 18%, fee ₹36
30 May 202512 names, +1 −0, turnover 8%, fee ₹17
23 May 202511 names, +1 −0, turnover 9%, fee ₹18
16 May 202510 names, +0 −0, turnover 0%, fee ₹0
9 May 202510 names, +0 −1, turnover 10%, fee ₹20
2 May 202511 names, +1 −1, turnover 9%, fee ₹18
25 Apr 202511 names, +1 −1, turnover 9%, fee ₹18
18 Apr 202511 names, +1 −0, turnover 9%, fee ₹18
11 Apr 202510 names, +0 −1, turnover 10%, fee ₹20
4 Apr 202511 names, +1 −0, turnover 9%, fee ₹18
28 Mar 202510 names, +0 −1, turnover 10%, fee ₹20
21 Mar 202511 names, +1 −1, turnover 9%, fee ₹18
14 Mar 202511 names, +1 −1, turnover 9%, fee ₹18
7 Mar 202511 names, +1 −0, turnover 9%, fee ₹18
28 Feb 202510 names, +0 −1, turnover 10%, fee ₹20
21 Feb 202511 names, +1 −2, turnover 18%, fee ₹36
14 Feb 202512 names, +2 −1, turnover 17%, fee ₹33
7 Feb 202511 names, +1 −1, turnover 9%, fee ₹18
31 Jan 202511 names, +1 −0, turnover 9%, fee ₹18
24 Jan 202510 names, +0 −1, turnover 10%, fee ₹20
17 Jan 202511 names, +1 −0, turnover 9%, fee ₹18
10 Jan 202510 names, +0 −2, turnover 20%, fee ₹40
3 Jan 202512 names, +2 −0, turnover 17%, fee ₹33
2024
27 Dec 202410 names, +0 −1, turnover 10%, fee ₹20
20 Dec 202411 names, +1 −1, turnover 9%, fee ₹18
13 Dec 202411 names, +1 −1, turnover 9%, fee ₹18
6 Dec 202411 names, +1 −2, turnover 18%, fee ₹36
29 Nov 202412 names, +2 −1, turnover 17%, fee ₹33
22 Nov 202411 names, +1 −0, turnover 9%, fee ₹18
15 Nov 202410 names, +0 −1, turnover 10%, fee ₹20
8 Nov 202411 names, +1 −0, turnover 9%, fee ₹18
1 Nov 202410 names, +0 −0, turnover 0%, fee ₹0
25 Oct 202410 names, +0 −1, turnover 10%, fee ₹20
18 Oct 202411 names, +1 −0, turnover 9%, fee ₹18
11 Oct 202410 names, +0 −1, turnover 10%, fee ₹20
4 Oct 202411 names, +1 −0, turnover 9%, fee ₹18
27 Sep 202410 names, +0 −2, turnover 20%, fee ₹40
20 Sep 202412 names, +2 −0, turnover 17%, fee ₹33
13 Sep 202410 names, +0 −2, turnover 20%, fee ₹40
6 Sep 202412 names, +1 −0, turnover 8%, fee ₹17
30 Aug 202411 names, +1 −0, turnover 9%, fee ₹18
23 Aug 202410 names, +0 −0, turnover 0%, fee ₹0
16 Aug 202410 names, +0 −2, turnover 20%, fee ₹40
9 Aug 202412 names, +2 −0, turnover 17%, fee ₹33
2 Aug 202410 names, +0 −0, turnover 0%, fee ₹0
26 Jul 202410 names, +0 −1, turnover 10%, fee ₹20
19 Jul 202411 names, +1 −0, turnover 9%, fee ₹18
12 Jul 202410 names, +0 −1, turnover 10%, fee ₹20
5 Jul 202411 names, +0 −1, turnover 9%, fee ₹18
28 Jun 202412 names, +2 −0, turnover 17%, fee ₹33
21 Jun 202410 names, +0 −2, turnover 20%, fee ₹40
14 Jun 202412 names, +2 −1, turnover 17%, fee ₹33
7 Jun 202411 names, +1 −3, turnover 27%, fee ₹55
31 May 202413 names, +1 −1, turnover 8%, fee ₹15
24 May 202413 names, +3 −1, turnover 23%, fee ₹46
17 May 202411 names, +1 −2, turnover 18%, fee ₹36
10 May 202412 names, +1 −0, turnover 8%, fee ₹17
3 May 202411 names, +1 −2, turnover 18%, fee ₹36
26 Apr 202412 names, +2 −1, turnover 17%, fee ₹33
19 Apr 202411 names, +1 −2, turnover 18%, fee ₹36
12 Apr 202412 names, +2 −1, turnover 17%, fee ₹33
5 Apr 202411 names, +1 −0, turnover 9%, fee ₹18
29 Mar 202410 names, +0 −1, turnover 10%, fee ₹20
22 Mar 202411 names, +1 −1, turnover 9%, fee ₹18
15 Mar 202411 names, +1 −2, turnover 18%, fee ₹36
8 Mar 202412 names, +2 −1, turnover 17%, fee ₹33
1 Mar 202411 names, +1 −2, turnover 18%, fee ₹36
23 Feb 202412 names, +2 −1, turnover 17%, fee ₹33
16 Feb 202411 names, +1 −2, turnover 18%, fee ₹36
9 Feb 202412 names, +2 −0, turnover 17%, fee ₹33
2 Feb 202410 names, +0 −0, turnover 0%, fee ₹0
26 Jan 202410 names, +0 −2, turnover 20%, fee ₹40
19 Jan 202412 names, +1 −1, turnover 8%, fee ₹17
12 Jan 202412 names, +2 −0, turnover 17%, fee ₹33
5 Jan 202410 names, +0 −2, turnover 20%, fee ₹40
2023
29 Dec 202312 names, +2 −1, turnover 17%, fee ₹33
22 Dec 202311 names, +1 −1, turnover 9%, fee ₹18
15 Dec 202311 names, +1 −1, turnover 9%, fee ₹18
8 Dec 202311 names, +1 −0, turnover 9%, fee ₹18
1 Dec 202310 names, +0 −2, turnover 20%, fee ₹40
24 Nov 202312 names, +2 −2, turnover 17%, fee ₹33
17 Nov 202312 names, +2 −1, turnover 17%, fee ₹33
10 Nov 202311 names, +1 −1, turnover 9%, fee ₹18
3 Nov 202311 names, +1 −2, turnover 18%, fee ₹36
27 Oct 202312 names, +2 −0, turnover 17%, fee ₹33
20 Oct 202310 names, +0 −2, turnover 20%, fee ₹40
13 Oct 202312 names, +2 −0, turnover 17%, fee ₹33
6 Oct 202310 names, +0 −0, turnover 0%, fee ₹0
29 Sep 202310 names, +0 −0, turnover 0%, fee ₹0
22 Sep 202310 names, +0 −1, turnover 10%, fee ₹20
15 Sep 202311 names, +0 −0, turnover 0%, fee ₹0
8 Sep 202311 names, +1 −1, turnover 9%, fee ₹18
1 Sep 202311 names, +1 −1, turnover 9%, fee ₹18
25 Aug 202311 names, +1 −1, turnover 9%, fee ₹18
18 Aug 202311 names, +1 −3, turnover 27%, fee ₹55
11 Aug 202313 names, +3 −1, turnover 23%, fee ₹46
4 Aug 202311 names, +1 −3, turnover 27%, fee ₹55
28 Jul 202313 names, +3 −1, turnover 23%, fee ₹46
21 Jul 202311 names, +1 −2, turnover 18%, fee ₹36
14 Jul 202312 names, +2 −2, turnover 17%, fee ₹33
7 Jul 202312 names, +1 −0, turnover 8%, fee ₹17
30 Jun 202311 names, +1 −2, turnover 18%, fee ₹36
23 Jun 202312 names, +2 −1, turnover 17%, fee ₹33
16 Jun 202311 names, +1 −1, turnover 9%, fee ₹18
9 Jun 202311 names, +1 −1, turnover 9%, fee ₹18
2 Jun 202311 names, +1 −2, turnover 18%, fee ₹36
26 May 202312 names, +2 −0, turnover 17%, fee ₹33
19 May 202310 names, +0 −2, turnover 20%, fee ₹40
12 May 202312 names, +1 −0, turnover 8%, fee ₹17
5 May 202311 names, +1 −1, turnover 9%, fee ₹18
28 Apr 202311 names, +0 −0, turnover 0%, fee ₹0
21 Apr 202311 names, +0 −0, turnover 0%, fee ₹0
14 Apr 202311 names, +1 −0, turnover 9%, fee ₹18
7 Apr 202310 names, +0 −0, turnover 0%, fee ₹0
31 Mar 202310 names, +0 −1, turnover 10%, fee ₹20
24 Mar 202311 names, +1 −0, turnover 9%, fee ₹18
17 Mar 202310 names, +0 −1, turnover 10%, fee ₹20
10 Mar 202311 names, +1 −1, turnover 9%, fee ₹18
3 Mar 202311 names, +1 −2, turnover 18%, fee ₹36
24 Feb 202312 names, +2 −1, turnover 17%, fee ₹33
17 Feb 202311 names, +1 −1, turnover 9%, fee ₹18
10 Feb 202311 names, +1 −2, turnover 18%, fee ₹36
3 Feb 202312 names, +1 −0, turnover 8%, fee ₹17
27 Jan 202311 names, +1 −1, turnover 9%, fee ₹18
20 Jan 202311 names, +1 −1, turnover 9%, fee ₹18
13 Jan 202311 names, +1 −0, turnover 9%, fee ₹18
6 Jan 202310 names, +0 −0, turnover 0%, fee ₹0
2022
30 Dec 202210 names, +0 −1, turnover 10%, fee ₹20
23 Dec 202211 names, +1 −0, turnover 9%, fee ₹18
16 Dec 202210 names, +0 −1, turnover 10%, fee ₹20
9 Dec 202211 names, +1 −1, turnover 9%, fee ₹18
2 Dec 202211 names, +1 −0, turnover 9%, fee ₹18
25 Nov 202210 names, +0 −1, turnover 10%, fee ₹20
18 Nov 202211 names, +1 −1, turnover 9%, fee ₹18
11 Nov 202211 names, +1 −1, turnover 9%, fee ₹18
4 Nov 202211 names, +1 −0, turnover 9%, fee ₹18
28 Oct 202210 names, +0 −1, turnover 10%, fee ₹20
21 Oct 202211 names, +1 −1, turnover 9%, fee ₹18
14 Oct 202211 names, +1 −0, turnover 9%, fee ₹18
7 Oct 202210 names, +0 −2, turnover 20%, fee ₹40
30 Sep 202212 names, +1 −0, turnover 8%, fee ₹17
23 Sep 202211 names, +1 −1, turnover 9%, fee ₹18
16 Sep 202211 names, +1 −1, turnover 9%, fee ₹18
9 Sep 202211 names, +0 −0, turnover 0%, fee ₹0
2 Sep 202211 names, +1 −1, turnover 9%, fee ₹18
26 Aug 202211 names, +1 −0, turnover 9%, fee ₹18
19 Aug 202210 names, +0 −2, turnover 20%, fee ₹40
12 Aug 202212 names, +1 −0, turnover 8%, fee ₹17
5 Aug 202211 names, +1 −0, turnover 9%, fee ₹18
29 Jul 202210 names, +0 −1, turnover 10%, fee ₹20
22 Jul 202211 names, +1 −1, turnover 9%, fee ₹18
15 Jul 202211 names, +0 −2, turnover 18%, fee ₹36
8 Jul 202213 names, +2 −0, turnover 15%, fee ₹31
1 Jul 202211 names, +1 −1, turnover 9%, fee ₹18
24 Jun 202211 names, +1 −1, turnover 9%, fee ₹18
17 Jun 202211 names, +1 −2, turnover 18%, fee ₹36
10 Jun 202212 names, +2 −1, turnover 17%, fee ₹33
3 Jun 202211 names, +1 −1, turnover 9%, fee ₹18
27 May 202211 names, +0 −0, turnover 0%, fee ₹0
20 May 202211 names, +1 −1, turnover 9%, fee ₹18
13 May 202211 names, +1 −0, turnover 9%, fee ₹18
6 May 202210 names, +0 −1, turnover 10%, fee ₹20
29 Apr 202211 names, +1 −3, turnover 27%, fee ₹55
22 Apr 202213 names, +3 −1, turnover 23%, fee ₹46
15 Apr 202211 names, +1 −0, turnover 9%, fee ₹18
8 Apr 202210 names, +0 −2, turnover 20%, fee ₹40
1 Apr 202212 names, +2 −1, turnover 17%, fee ₹33
25 Mar 202211 names, +1 −2, turnover 18%, fee ₹36
18 Mar 202212 names, +1 −0, turnover 8%, fee ₹17
11 Mar 202211 names, +1 −1, turnover 9%, fee ₹18
4 Mar 202211 names, +1 −1, turnover 9%, fee ₹18
25 Feb 202211 names, +0 −0, turnover 0%, fee ₹0
18 Feb 202211 names, +1 −2, turnover 18%, fee ₹36
11 Feb 202212 names, +1 −0, turnover 8%, fee ₹17
4 Feb 202211 names, +0 −1, turnover 9%, fee ₹18
28 Jan 202212 names, +1 −1, turnover 8%, fee ₹17
21 Jan 202212 names, +2 −0, turnover 17%, fee ₹33
14 Jan 202210 names, +0 −2, turnover 20%, fee ₹40
7 Jan 202212 names, +1 −1, turnover 8%, fee ₹17
2021
31 Dec 202112 names, +1 −1, turnover 8%, fee ₹17
24 Dec 202112 names, +1 −1, turnover 8%, fee ₹17
17 Dec 202112 names, +2 −1, turnover 17%, fee ₹33
10 Dec 202111 names, +1 −1, turnover 9%, fee ₹18
3 Dec 202111 names, +1 −0, turnover 9%, fee ₹18
26 Nov 202110 names, +0 −0, turnover 0%, fee ₹0
19 Nov 202110 names, +0 −1, turnover 10%, fee ₹20
12 Nov 202111 names, +1 −0, turnover 9%, fee ₹18
5 Nov 202110 names, +0 −1, turnover 10%, fee ₹20
29 Oct 202111 names, +1 −0, turnover 9%, fee ₹18
22 Oct 202110 names, +0 −0, turnover 0%, fee ₹0
15 Oct 202110 names, +0 −0, turnover 0%, fee ₹0
8 Oct 202110 names, +0 −1, turnover 10%, fee ₹20
1 Oct 202111 names, +1 −0, turnover 9%, fee ₹18
24 Sep 202110 names, +0 −1, turnover 10%, fee ₹20
17 Sep 202111 names, +1 −0, turnover 9%, fee ₹18
10 Sep 202110 names, +0 −0, turnover 0%, fee ₹0
3 Sep 202110 names, +0 −0, turnover 0%, fee ₹0
27 Aug 202110 names, +0 −2, turnover 20%, fee ₹40
20 Aug 202112 names, +2 −1, turnover 17%, fee ₹33
13 Aug 202111 names, +1 −1, turnover 9%, fee ₹18
6 Aug 202111 names, +1 −0, turnover 9%, fee ₹18
30 Jul 202110 names, +0 −2, turnover 20%, fee ₹40
23 Jul 202112 names, +2 −1, turnover 17%, fee ₹33
16 Jul 202111 names, +0 −0, turnover 0%, fee ₹0
9 Jul 202111 names, +1 −0, turnover 9%, fee ₹18
2 Jul 202110 names, +0 −0, turnover 0%, fee ₹0
25 Jun 202110 names, +0 −0, turnover 0%, fee ₹0
18 Jun 202110 names, +0 −1, turnover 10%, fee ₹20
11 Jun 202111 names, +0 −0, turnover 0%, fee ₹0
4 Jun 202111 names, +1 −1, turnover 9%, fee ₹18
28 May 202111 names, +1 −1, turnover 9%, fee ₹18
21 May 202111 names, +1 −0, turnover 9%, fee ₹18
14 May 202110 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

Healthcare
Other

04Sector shifts

Moves of 10 points or more.

No single rebalance moved a sector by 10 points or more.

05Documents

The record, to reuse.

Same family, Thematic

Energy Basket

06Questions

Healthcare Basket rebalances, in plain words

How often does Healthcare Basket rebalance?

Every week on the published schedule, about 52 times a year. The record holds 261 published rebalances from 14 May 2021 to 8 May 2026; on 228 of them at least one name changed, with an average turnover of 13% 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 13% of the list trades about ₹12,792 and costs about ₹26. 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 Healthcare 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 Healthcare Basket Healthcare Basket 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.