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Rebalance record, Large

Large Cap Multi Asset rebalance history

Every published model rebalance of Large Cap Multi Asset 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 rebalances
86since 14 May 2021
Cadence
Every 4 weeksabout 13 a year
Latest published
8 May 202622 names on the list
Average turnover
25%of the list, cycles with changes
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01The latest cycle

8 May 2026: 11 out, 11 in, 11 held.

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

Names changed0 of 22
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

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.

86 rebalances

  1. 2026
  2. 22 names on the list
    In
    +11
    Out
    −11
    Held
    11
    Turnover
    50%

    On ₹1,00,000 at equal weight this cycle traded about ₹50,000, fee ₹100 at 0.2%.

    Out, 11

    UNIONBANKCOALINDIACUMMINSINDONGCSBINDMARTJINDALSTELTORNTPHARMTITANPOWERGRIDTVSMOTOR
  3. 22 names on the list
    In
    +0
    Out
    −0
    Held
    22
    Turnover
    0%

    Nothing changed, so nothing was traded and nothing was charged.

  4. 22 names on the list
    In
    +6
    Out
    −6
    Held
    16
    Turnover
    27%

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

    In, 6

    ADANIPOWERUNIONBANKCUMMINSINDDMARTADANIENSOLTATAPOWER

    Out, 6

    HINDZINCCGPOWERMOTHERSONCANBKBELBANKBARODA
  5. 22 names on the list
    In
    +0
    Out
    −0
    Held
    22
    Turnover
    0%

    Nothing changed, so nothing was traded and nothing was charged.

  6. 22 names on the list
    In
    +4
    Out
    −4
    Held
    18
    Turnover
    18%

    On ₹1,00,000 at equal weight this cycle traded about ₹18,182, fee ₹36 at 0.2%.

  7. 22 names on the list
    In
    +0
    Out
    −0
    Held
    22
    Turnover
    0%

    Nothing changed, so nothing was traded and nothing was charged.

  8. 22 names on the list
    In
    +8
    Out
    −8
    Held
    14
    Turnover
    36%

    On ₹1,00,000 at equal weight this cycle traded about ₹36,364, fee ₹73 at 0.2%.

    Out, 8

    BANKBARODACOALINDIAPNBSBILIFEM&MLTGODREJCPADANIPOWER
  9. 22 names on the list
    In
    +0
    Out
    −0
    Held
    22
    Turnover
    0%

    Nothing changed, so nothing was traded and nothing was charged.

  10. 22 names on the list
    In
    +6
    Out
    −6
    Held
    16
    Turnover
    27%

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

  11. 22 names on the list
    In
    +0
    Out
    −0
    Held
    22
    Turnover
    0%

    Nothing changed, so nothing was traded and nothing was charged.

  12. 2025
  13. 22 names on the list
    In
    +5
    Out
    −5
    Held
    17
    Turnover
    23%

    On ₹1,00,000 at equal weight this cycle traded about ₹22,727, fee ₹45 at 0.2%.

  14. 22 names on the list
    In
    +0
    Out
    −0
    Held
    22
    Turnover
    0%

    Nothing changed, so nothing was traded and nothing was charged.

  15. 22 names, +7 −7, turnover 32%, fee ₹64
  16. 22 names, +0 −0, turnover 0%, fee ₹0
  17. 22 names, +7 −7, turnover 32%, fee ₹64
  18. 22 names, +0 −0, turnover 0%, fee ₹0
  19. 22 names, +9 −9, turnover 41%, fee ₹82
  20. 22 names, +0 −0, turnover 0%, fee ₹0
  21. 22 names, +10 −10, turnover 45%, fee ₹91
  22. 22 names, +0 −0, turnover 0%, fee ₹0
  23. 22 names, +7 −7, turnover 32%, fee ₹64
  24. 22 names, +0 −0, turnover 0%, fee ₹0
  25. 22 names, +5 −5, turnover 23%, fee ₹45
  26. 22 names, +0 −0, turnover 0%, fee ₹0
  27. 22 names, +10 −10, turnover 45%, fee ₹91
  28. 22 names, +0 −0, turnover 0%, fee ₹0
  29. 22 names, +6 −6, turnover 27%, fee ₹55
  30. 22 names, +0 −0, turnover 0%, fee ₹0
  31. 22 names, +10 −10, turnover 45%, fee ₹91
  32. 22 names, +0 −0, turnover 0%, fee ₹0
  33. 22 names, +8 −8, turnover 36%, fee ₹73
  34. 22 names, +0 −0, turnover 0%, fee ₹0
  35. 22 names, +7 −7, turnover 32%, fee ₹64
  36. 22 names, +0 −0, turnover 0%, fee ₹0
  37. 22 names, +5 −5, turnover 23%, fee ₹45
  38. 22 names, +0 −0, turnover 0%, fee ₹0
  39. 2024
  40. 22 names, +5 −5, turnover 23%, fee ₹45
  41. 22 names, +0 −0, turnover 0%, fee ₹0
  42. 22 names, +7 −7, turnover 32%, fee ₹64
  43. 22 names, +1 −6, turnover 27%, fee ₹55
  44. 27 names, +3 −5, turnover 19%, fee ₹37
  45. 29 names, +7 −5, turnover 24%, fee ₹48
  46. 27 names, +5 −6, turnover 22%, fee ₹44
  47. 28 names, +5 −2, turnover 18%, fee ₹36
  48. 25 names, +2 −6, turnover 24%, fee ₹48
  49. 29 names, +7 −6, turnover 24%, fee ₹48
  50. 28 names, +6 −4, turnover 21%, fee ₹43
  51. 26 names, +5 −1, turnover 19%, fee ₹38
  52. 22 names, +1 −7, turnover 32%, fee ₹64
  53. 28 names, +7 −3, turnover 25%, fee ₹50
  54. 24 names, +2 −6, turnover 25%, fee ₹50
  55. 2023
  56. 28 names, +6 −3, turnover 21%, fee ₹43
  57. 25 names, +4 −2, turnover 16%, fee ₹32
  58. 23 names, +1 −6, turnover 26%, fee ₹52
  59. 28 names, +4 −4, turnover 14%, fee ₹29
  60. 28 names, +5 −5, turnover 18%, fee ₹36
  61. 28 names, +7 −7, turnover 25%, fee ₹50
  62. 28 names, +6 −4, turnover 21%, fee ₹43
  63. 26 names, +5 −8, turnover 31%, fee ₹62
  64. 29 names, +7 −4, turnover 24%, fee ₹48
  65. 26 names, +5 −7, turnover 27%, fee ₹54
  66. 28 names, +7 −7, turnover 25%, fee ₹50
  67. 28 names, +5 −3, turnover 18%, fee ₹36
  68. 26 names, +5 −5, turnover 19%, fee ₹38
  69. 2022
  70. 26 names, +4 −4, turnover 15%, fee ₹31
  71. 26 names, +5 −3, turnover 19%, fee ₹38
  72. 24 names, +2 −2, turnover 8%, fee ₹17
  73. 24 names, +1 −5, turnover 21%, fee ₹42
  74. 28 names, +7 −4, turnover 25%, fee ₹50
  75. 25 names, +4 −7, turnover 28%, fee ₹56
  76. 28 names, +6 −6, turnover 21%, fee ₹43
  77. 28 names, +7 −6, turnover 25%, fee ₹50
  78. 27 names, +5 −5, turnover 19%, fee ₹37
  79. 27 names, +5 −6, turnover 22%, fee ₹44
  80. 28 names, +6 −5, turnover 21%, fee ₹43
  81. 27 names, +5 −6, turnover 22%, fee ₹44
  82. 28 names, +5 −3, turnover 18%, fee ₹36
  83. 2021
  84. 26 names, +4 −5, turnover 19%, fee ₹38
  85. 27 names, +5 −5, turnover 19%, fee ₹37
  86. 27 names, +5 −8, turnover 30%, fee ₹59
  87. 30 names, +7 −4, turnover 23%, fee ₹47
  88. 27 names, +4 −4, turnover 15%, fee ₹30
  89. 27 names, +5 −4, turnover 19%, fee ₹37
  90. 26 names, +3 −1, turnover 12%, fee ₹23
  91. 24 names, +3 −0, turnover 13%, fee ₹25
  92. 21 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
  • 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. Capital Goods +15, Financial Services −10Up
  2. Power +15Up
  3. Metals & Mining +10Up
  4. Information Technology −10Down
  5. Information Technology +10Up
  6. Financial Services −10, Consumer Durables +10Down

05Documents

The record, to reuse.

Same family, Large

06Questions

Large Cap Multi Asset rebalances, in plain words

How often does Large Cap Multi Asset 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 25% 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 25% of the list trades about ₹24,700 and costs about ₹49. 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.

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From the record to the strategy.

Invest in Large Cap Multi Asset.

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 Large Cap Multi Asset Large Cap Multi Asset 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.