---
title: "Rebalance History | All 18 RupeeCase Index Algos"
description: "2,453 published model rebalances across the 18 RupeeCase index algos since May 2021: every list on every date, names in and out, turnover, 0.2% fee"
source_url: "https://www.rupeecase.com/rebalance/"
---

Rebalance history, model record

# Every rebalance, every name, every date. 2,453 published cycles across 18 index algos.

        Each RupeeCase index algo publishes its full list on every rebalance. The history pages show every cycle with the names in, out and held, the turnover and an illustrative 0.2% fee, with a CSV to download. **Record to 3 Jul 2026.**

          Index algos18one history each

          Published rebalances2,453since May 2021

          Latest published3 Jul 2026Allcap, Focused Largecap 20, Nifty 50 Equal Weight

          Fee0.2%of the value traded, nothing else

        01All 18

## Eighteen histories, latest first.
The small line is turnover over the last 12 cycles: how much of the list changed each time.

* [Allcap](/rebalance/allcap/)3 Jul 2026
**135 rebalances** since 14 May 2021; latest **+12** in, **−11** out, 60 names.
[History](/rebalance/allcap/)[CSV](/data/rebalances/allcap.csv)

* [Focused Largecap 20](/rebalance/focused-largecap-20/)3 Jul 2026
**68 rebalances** since 14 May 2021; latest **+8** in, **−5** out, 28 names.
[History](/rebalance/focused-largecap-20/)[CSV](/data/rebalances/focused-largecap-20.csv)

* [Nifty 50 Equal Weight](/rebalance/nifty-50-equal-weight/)3 Jul 2026
**65 rebalances** since 6 Aug 2021; latest **+0** in, **−0** out, 44 names.
[History](/rebalance/nifty-50-equal-weight/)[CSV](/data/rebalances/nifty-50-equal-weight.csv)

* [Dynamic Asset Allocator](/rebalance/dynamic-asset-allocator/)26 Jun 2026
**63 rebalances** since 2 Dec 2022; latest **+12** in, **−19** out, 53 names.
[History](/rebalance/dynamic-asset-allocator/)[CSV](/data/rebalances/dynamic-asset-allocator.csv)

* [Energy Basket](/rebalance/energy-basket/)11 May 2026
**262 rebalances** since 14 May 2021; latest **+0** in, **−1** out, 10 names.
[History](/rebalance/energy-basket/)[CSV](/data/rebalances/energy-basket.csv)

* [Large Midcap](/rebalance/large-midcap/)11 May 2026
**132 rebalances** since 14 May 2021; latest **+0** in, **−15** out, 40 names.
[History](/rebalance/large-midcap/)[CSV](/data/rebalances/large-midcap.csv)

* [Microcap](/rebalance/microcap/)11 May 2026
**132 rebalances** since 14 May 2021; latest **+0** in, **−18** out, 48 names.
[History](/rebalance/microcap/)[CSV](/data/rebalances/microcap.csv)

* [Midcap](/rebalance/midcap/)11 May 2026
**132 rebalances** since 14 May 2021; latest **+0** in, **−6** out, 20 names.
[History](/rebalance/midcap/)[CSV](/data/rebalances/midcap.csv)

* [Smallcap](/rebalance/smallcap/)11 May 2026
**132 rebalances** since 14 May 2021; latest **+0** in, **−19** out, 48 names.
[History](/rebalance/smallcap/)[CSV](/data/rebalances/smallcap.csv)

* [Allcap Multi Asset](/rebalance/allcap-multi-asset/)8 May 2026
**170 rebalances** since 14 May 2021; latest **+23** in, **−24** out, 48 names.
[History](/rebalance/allcap-multi-asset/)[CSV](/data/rebalances/allcap-multi-asset.csv)

* [Healthcare Basket](/rebalance/healthcare-basket/)8 May 2026
**261 rebalances** since 14 May 2021; latest **+1** in, **−3** out, 11 names.
[History](/rebalance/healthcare-basket/)[CSV](/data/rebalances/healthcare-basket.csv)

* [Large Mid Hybrid](/rebalance/large-mid-hybrid/)8 May 2026
**170 rebalances** since 14 May 2021; latest **+15** in, **−15** out, 41 names.
[History](/rebalance/large-mid-hybrid/)[CSV](/data/rebalances/large-mid-hybrid.csv)

* [Largecap Hybrid](/rebalance/largecap-hybrid/)8 May 2026
**86 rebalances** since 14 May 2021; latest **+11** in, **−11** out, 21 names.
[History](/rebalance/largecap-hybrid/)[CSV](/data/rebalances/largecap-hybrid.csv)

* [Large Cap Multi Asset](/rebalance/largecap-multi-asset/)8 May 2026
**86 rebalances** since 14 May 2021; latest **+11** in, **−11** out, 22 names.
[History](/rebalance/largecap-multi-asset/)[CSV](/data/rebalances/largecap-multi-asset.csv)

* [Large Mid Multi Asset](/rebalance/largemid-multi-asset/)8 May 2026
**170 rebalances** since 14 May 2021; latest **+15** in, **−15** out, 42 names.
[History](/rebalance/largemid-multi-asset/)[CSV](/data/rebalances/largemid-multi-asset.csv)

* [Midcap Smallcap](/rebalance/midcap-smallcap/)8 May 2026
**131 rebalances** since 14 May 2021; latest **+17** in, **−24** out, 57 names.
[History](/rebalance/midcap-smallcap/)[CSV](/data/rebalances/midcap-smallcap.csv)

* [TotalMarket Hybrid](/rebalance/totalmarket-hybrid/)8 May 2026
**170 rebalances** since 14 May 2021; latest **+23** in, **−24** out, 47 names.
[History](/rebalance/totalmarket-hybrid/)[CSV](/data/rebalances/totalmarket-hybrid.csv)

* [5Paisa Focused Alpha 5](/rebalance/5paisa-focused-alpha-5/)27 Apr 2026
**88 rebalances** since 14 May 2021; latest **+0** in, **−1** out, 5 names.
[History](/rebalance/5paisa-focused-alpha-5/)[CSV](/data/rebalances/5paisa-focused-alpha-5.csv)

        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.

        02How a rebalance works

## Rule reruns, ranking moves, orders, logged in public.

          * 1. Rule reruns
On the published schedule (weekly to monthly) the index algo scores its NSE universe again on momentum and risk measures.

          * 2. Ranking moves
Names that fall out of the top ranks leave; names that rank in enter. Most of the list stays. Multi asset algos also set their ETF sleeves.

          * 3. Orders to your broker
The trades land in your own broker account for approval. Shares stay in your demat; RupeeCase never holds money.

          * 4. Logged in public
The full list is published with the date, which is the record these pages show. The fee is 0.2% of the value traded; nothing changes, nothing charged.

* [How it works](/getting-started)
* [Pricing](/pricing)
* [Stocks](/stocks/)
* [Sectors](/sectors/)

      03Questions

## Rebalances, in plain words

        What is a rebalance?The day an index algo reruns its published rule: names that rank out leave the list, names that rank in enter, and the full list is published with the date. Orders go to your own broker; you approve them and the shares sit in your own demat.

        How much does a rebalance cost?0.2% of the value traded, nothing on the names that stay and nothing when nothing changes. No subscription, AUM fee or performance fee. Each history page shows the illustrative fee per cycle on ₹1,00,000.

        Can I download the rebalance history?Yes. Every history page links its CSV (every published list with its date) and a JSON file, free to reuse under CC BY 4.0 with attribution to RupeeCase. The files carry names and dates; lists are equal weighted at the stock level, so weights follow from the count.

        Is this the live record?No. These are the published, back tested model records. Record to 3 Jul 2026; the latest list dates differ by index algo and are printed on every page.

    Explore next

## Where to go next.

* [GuidePortfolio rebalancing in India: what it is, how often, and the taxCalendar or bands, the turnover in our own record, and the tax on each sale.](/guides/portfolio-rebalancing)
* [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)

## Compare, validate, invest.

      Eighteen published model records, every list on every date. Pick an index algo, read its back test, invest from your own demat.

        [Sign up for RupeeCase](https://invest.rupeecase.com/signup)
        [All 18 index algos](/strategies/)

      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.