--- title: "Largecap Hybrid Rebalance History | 86 Cycles | RupeeCase" description: "Every published model rebalance of Largecap Hybrid since 14 May 2021: 86 cycles with names in, out and held, turnover and a 0.2% fee illustration. Record to 8" source_url: "https://www.rupeecase.com/rebalance/largecap-hybrid/" --- Rebalance record, Large # Largecap Hybrid rebalance history Every published model rebalance of Largecap Hybrid since **14 May 2021**: **86 cycles**, each with the names in, out and held, the turnover and an illustrative fee. **Record to 8 May 2026.** Published rebalances86since 14 May 2021 CadenceEvery 4 weeksabout 13 a year Latest published8 May 202621 names on the list Average turnover26%of the list, cycles with changes [Invest in Largecap Hybrid](https://invest.rupeecase.com/signup?strategy=largecap-hybrid) [Largecap Hybrid strategy page](/strategies/largecap-hybrid) [Download the record as CSV](/data/rebalances/largecap-hybrid.csv) 01The latest cycle ## 8 May 2026: 11 out, 11 in, 10 held. Replayed from the published record. Only what changes is traded and charged; then tap any name to change it yourself. **UNIONBANK**held**COALINDIA**held**CUMMINSIND**held**ONGC**held**SBIN**held**DMART**held**JINDALSTEL**held**TORNTPHARM**held**TITAN**held**POWERGRID**held**TVSMOTOR**held**ADANIPOWER**held**ADANIENSOL**held**VEDL**held**HINDALCO**held**TATAPOWER**held**PFC**held**TATASTEEL**held**NTPC**held**SHRIRAMFIN**held**LIQUIDCASE**held Names changed**0 of 21** Value traded**₹0**** Fee, 0.2%**₹0** Replay 8 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 ## 86 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 86 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 75. 14 May 202120 namesNames 76. 14 May 202120 namesNames 77. 14 May 202120 namesNames 78. 14 May 202120 namesNames 79. 14 May 202120 namesNames 80. 14 May 202120 namesNames 81. 14 May 202120 namesNames 82. 14 May 202120 namesNames 83. 14 May 202120 namesNames 84. 14 May 202120 namesNames 85. 14 May 202120 namesNames 86. 14 May 202120 namesNames 87. 14 May 202120 namesNames 88. 14 May 202120 namesNames 89. 14 May 202120 namesNames 90. 14 May 202120 namesNames 91. 14 May 202120 namesNames 92. 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 * Metals & Mining * Power * Capital Goods * Automobile and Auto Components * Healthcare * Consumer Services * Oil, Gas & Consumable Fuels * Other 04Sector shifts ## Moves of 10 points or more. 28 such shifts in 86 rebalances; the latest six. 1. 21 Nov 2025Financial Services −10, Consumer Durables +10Down 2. 21 Nov 2025Financial Services −10, Consumer Durables +10Down 3. 21 Nov 2025Financial Services −10, Consumer Durables +10Down 4. 21 Nov 2025Financial Services −10, Consumer Durables +10Down 5. 21 Nov 2025Financial Services −10, Consumer Durables +10Down 6. 21 Nov 2025Financial Services −10, Consumer Durables +10Down 05Documents ## The record, to reuse. * [CSV, every listCC BY 4.0](/data/rebalances/largecap-hybrid.csv) * [JSON, this page's data86 cycles](/instiv2/data/rebalances/largecap-hybrid.json) * [Largecap Hybrid strategy pagefactsheet](/strategies/largecap-hybrid) * [All 18 historieshub](/rebalance/) Same family, Large * [Focused Largecap 20](/rebalance/focused-largecap-20/) * [Large Cap Multi Asset](/rebalance/largecap-multi-asset/) * [Nifty 50 Equal Weight](/rebalance/nifty-50-equal-weight/) 06Questions ## Largecap Hybrid rebalances, in plain words How often does Largecap Hybrid rebalance?Every 4 weeks on the published schedule, about 13 times a year. The record holds 86 published rebalances from 14 May 2021 to 8 May 2026; on 66 of them at least one name changed, with an average turnover of 26% 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 26% of the list trades about ₹25,752 and costs about ₹52. 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/largecap-hybrid.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 Largecap HybridTwo model curves, every risk figure](/strategies/compare/focused-largecap-20-vs-largecap-hybrid) ## Invest in Largecap Hybrid. 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 Largecap Hybrid](https://invest.rupeecase.com/signup?strategy=largecap-hybrid) [Largecap Hybrid factsheet](/strategies/factsheets/largecap-hybrid) 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.