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Rebalance record, Mid and small

Midcap Smallcap rebalance history

Every published model rebalance of Midcap Smallcap since 14 May 2021: 131 cycles, each with the names in, out and held, the turnover and an illustrative fee. Record to 8 May 2026.

Published rebalances
131since 14 May 2021
Cadence
Every 2 weeksabout 26 a year
Latest published
8 May 202657 names on the list
Average turnover
25%of the list, cycles with changes
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01The latest cycle

8 May 2026: 24 out, 17 in, 40 held.

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

And 40 more names held, unchanged.

Names changed0 of 57
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

131 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.

131 rebalances

  1. 2026
  2. 57 names on the list
    In
    +17
    Out
    −24
    Held
    40
    Turnover
    42%

    On ₹1,00,000 at equal weight this cycle traded about ₹42,105, fee ₹84 at 0.2%.

    Out, 24

    DEEPINDSPREMIERENESILVER1SILVERIETFSILVERADDSILVERBEESSBISILVERSILVERCASESILVERAXISILVERHDFCSILVERSMSPHARMAHINDCOPPERSBCZYDUSWELLAETHERGESHIPGOKULAGROVEDLACMESOLARKIRLOSENGNOCILKTKBANKMBAPL
  3. 64 names on the list
    In
    +23
    Out
    −14
    Held
    41
    Turnover
    36%

    On ₹1,00,000 at equal weight this cycle traded about ₹35,938, fee ₹72 at 0.2%.

    Out, 14

    BHARATFORGVTLQGOLDHALFGOLDCASEBELRISEBSLGOLDETFGOLDETFGOLD1TATAGOLDSETFGOLDGOLDBEESHDFCGOLDGOLDIETFGROWWGOLD
  4. 55 names on the list
    In
    +14
    Out
    −4
    Held
    41
    Turnover
    25%

    On ₹1,00,000 at equal weight this cycle traded about ₹25,455, fee ₹51 at 0.2%.

    Out, 4

    TEJASNETAXISGOLDASHOKLEYSHRIRAMFIN
  5. 45 names on the list
    In
    +4
    Out
    −13
    Held
    41
    Turnover
    29%

    On ₹1,00,000 at equal weight this cycle traded about ₹28,889, fee ₹58 at 0.2%.

    Out, 13

    EASEMYTRIPMANINDSQPOWERENGINERSINTMBLUMAXTECHSHARDACROPJAMNAAUTOKARURVYSYASBINTARILMRPLUNIONBANK
  6. 54 names on the list
    In
    +5
    Out
    −6
    Held
    49
    Turnover
    11%

    On ₹1,00,000 at equal weight this cycle traded about ₹11,111, fee ₹22 at 0.2%.

    In, 5

    TEJASNETAGIILHDFCGOLDGOLDBEESAXISGOLD

    Out, 6

    POKARNARAINJKTYRESYRMAAARTIINDIMFA
  7. 55 names on the list
    In
    +13
    Out
    −12
    Held
    42
    Turnover
    24%

    On ₹1,00,000 at equal weight this cycle traded about ₹23,636, fee ₹47 at 0.2%.

    Out, 12

    HINDZINCHDFCGOLDAXISGOLDGOLDBEESHINDALCOSOUTHBANKUJJIVANSFBBANKINDIADCBBANKGAELASHAPURMINJTLIND
  8. 54 names on the list
    In
    +12
    Out
    −17
    Held
    42
    Turnover
    31%

    On ₹1,00,000 at equal weight this cycle traded about ₹31,481, fee ₹63 at 0.2%.

    Out, 17

    CSBBANKIIFLRICOAUTOIDEAGRMOVERIIFLCAPSLTFSANSERASANDUMALAURUSLABSFEDFINAAUBANKJAMNAAUTOCUBINDIACEMPOCLTARC
  9. 59 names on the list
    In
    +19
    Out
    −9
    Held
    40
    Turnover
    32%

    On ₹1,00,000 at equal weight this cycle traded about ₹32,203, fee ₹64 at 0.2%.

    In, 19

    GOLDIETFTATAGOLDGOLDCASEBSLGOLDETFSETFGOLDHDFCGOLDGOLDETFAXISGOLDGOLDBEESGROWWGOLDQGOLDHALFGOLD1SOUTHBANKUJJIVANSFBUNIONBANKBANKINDIADCBBANKJTLINDBAJAJCON

    Out, 9

    AXITAM&MFINKIRLOSENGGMBREWSJSCANBKPRICOLLTDABCAPITALTATVA
  10. 49 names on the list
    In
    +9
    Out
    −8
    Held
    40
    Turnover
    18%

    On ₹1,00,000 at equal weight this cycle traded about ₹18,367, fee ₹37 at 0.2%.

    In, 9

    SILVERCASECSBBANKGAELIIFLCAPSSANSERAHINDALCOFEDFINAINDIACEMTARC

    Out, 8

    LGBBROSLTDTDPOWERSYSZOTAFEDERALBNKABDLPARAGMILKANURASSOUTHBANK
  11. 48 names on the list
    In
    +6
    Out
    −7
    Held
    42
    Turnover
    15%

    On ₹1,00,000 at equal weight this cycle traded about ₹14,583, fee ₹29 at 0.2%.

    In, 6

    RAINGMBREWSANDUMAVEDLLAURUSLABSIIFL

    Out, 7

    DCBBANKPRECWIREPGILAPOLLOCHENNPETROHBLENGINEASAHIINDIA
  12. 2025
  13. 49 names on the list
    In
    +7
    Out
    −16
    Held
    42
    Turnover
    33%

    On ₹1,00,000 at equal weight this cycle traded about ₹32,653, fee ₹65 at 0.2%.

    In, 7

    AXITAHINDCOPPERASHOKLEYASHAPURMINPRICOLLTDANURASHINDZINC

    Out, 16

    GMBREWTHYROCAREMRPLINDIANBGARUDAGMDCLTDCCLTFCILTDRBLBANKGABRIELVIYASHSANDUMAPSPPROJECTBHELJSLLSIRCA
  14. 58 names on the list
    In
    +11
    Out
    −10
    Held
    47
    Turnover
    19%

    On ₹1,00,000 at equal weight this cycle traded about ₹18,966, fee ₹38 at 0.2%.

    In, 11

    RICOAUTOJAMNAAUTOM&MFINSBISILVERHDFCSILVERSILVERAXISILVERNATIONALUMPGILFEDERALBNKASAHIINDIA

    Out, 10

    SAMMAANCAPIXIGOHINDCOPPERADANIPOWERYATHARTHAVALONBAJAJCONKRISHANAGPILBLACKBUCK
  15. 57 names, +17 −13, turnover 30%, fee ₹60
  16. 53 names, +12 −13, turnover 25%, fee ₹49
  17. 54 names, +12 −14, turnover 26%, fee ₹52
  18. 56 names, +16 −10, turnover 29%, fee ₹57
  19. 50 names, +10 −12, turnover 24%, fee ₹48
  20. 52 names, +12 −10, turnover 23%, fee ₹46
  21. 50 names, +9 −9, turnover 18%, fee ₹36
  22. 50 names, +10 −14, turnover 28%, fee ₹56
  23. 54 names, +11 −16, turnover 30%, fee ₹59
  24. 59 names, +19 −12, turnover 32%, fee ₹64
  25. 52 names, +11 −13, turnover 25%, fee ₹50
  26. 54 names, +13 −18, turnover 33%, fee ₹67
  27. 59 names, +25 −19, turnover 42%, fee ₹85
  28. 53 names, +20 −25, turnover 47%, fee ₹94
  29. 58 names, +17 −13, turnover 29%, fee ₹59
  30. 54 names, +13 −18, turnover 33%, fee ₹67
  31. 59 names, +16 −12, turnover 27%, fee ₹54
  32. 55 names, +14 −14, turnover 25%, fee ₹51
  33. 55 names, +14 −9, turnover 25%, fee ₹51
  34. 50 names, +10 −10, turnover 20%, fee ₹40
  35. 50 names, +10 −9, turnover 20%, fee ₹40
  36. 49 names, +7 −3, turnover 14%, fee ₹29
  37. 45 names, +2 −8, turnover 18%, fee ₹36
  38. 51 names, +6 −13, turnover 25%, fee ₹51
  39. 2024
  40. 58 names, +17 −6, turnover 29%, fee ₹59
  41. 47 names, +5 −9, turnover 19%, fee ₹38
  42. 51 names, +9 −10, turnover 20%, fee ₹39
  43. 52 names, +12 −9, turnover 23%, fee ₹46
  44. 49 names, +9 −8, turnover 18%, fee ₹37
  45. 48 names, +8 −12, turnover 25%, fee ₹50
  46. 52 names, +11 −12, turnover 23%, fee ₹46
  47. 53 names, +12 −12, turnover 23%, fee ₹45
  48. 53 names, +13 −11, turnover 25%, fee ₹49
  49. 51 names, +11 −13, turnover 25%, fee ₹51
  50. 53 names, +12 −12, turnover 23%, fee ₹45
  51. 53 names, +11 −14, turnover 26%, fee ₹53
  52. 56 names, +17 −10, turnover 30%, fee ₹61
  53. 49 names, +10 −11, turnover 22%, fee ₹45
  54. 50 names, +13 −13, turnover 26%, fee ₹52
  55. 50 names, +10 −9, turnover 20%, fee ₹40
  56. 49 names, +6 −14, turnover 29%, fee ₹57
  57. 57 names, +16 −7, turnover 28%, fee ₹56
  58. 48 names, +8 −5, turnover 17%, fee ₹33
  59. 45 names, +3 −9, turnover 20%, fee ₹40
  60. 51 names, +11 −11, turnover 22%, fee ₹43
  61. 51 names, +10 −16, turnover 31%, fee ₹63
  62. 57 names, +17 −18, turnover 32%, fee ₹63
  63. 58 names, +18 −14, turnover 31%, fee ₹62
  64. 54 names, +12 −13, turnover 24%, fee ₹48
  65. 55 names, +14 −9, turnover 25%, fee ₹51
  66. 2023
  67. 50 names, +9 −13, turnover 26%, fee ₹52
  68. 54 names, +11 −11, turnover 20%, fee ₹41
  69. 54 names, +13 −7, turnover 24%, fee ₹48
  70. 48 names, +8 −9, turnover 19%, fee ₹38
  71. 49 names, +9 −6, turnover 18%, fee ₹37
  72. 46 names, +4 −9, turnover 20%, fee ₹39
  73. 51 names, +8 −11, turnover 22%, fee ₹43
  74. 54 names, +12 −10, turnover 22%, fee ₹44
  75. 52 names, +12 −12, turnover 23%, fee ₹46
  76. 52 names, +10 −10, turnover 19%, fee ₹38
  77. 52 names, +10 −11, turnover 21%, fee ₹42
  78. 53 names, +10 −11, turnover 21%, fee ₹42
  79. 54 names, +14 −22, turnover 41%, fee ₹81
  80. 62 names, +20 −13, turnover 32%, fee ₹65
  81. 55 names, +14 −16, turnover 29%, fee ₹58
  82. 57 names, +16 −13, turnover 28%, fee ₹56
  83. 54 names, +14 −14, turnover 26%, fee ₹52
  84. 54 names, +13 −9, turnover 24%, fee ₹48
  85. 50 names, +9 −10, turnover 20%, fee ₹40
  86. 51 names, +11 −6, turnover 22%, fee ₹43
  87. 46 names, +5 −12, turnover 26%, fee ₹52
  88. 53 names, +13 −11, turnover 25%, fee ₹49
  89. 51 names, +10 −9, turnover 20%, fee ₹39
  90. 50 names, +10 −10, turnover 20%, fee ₹40
  91. 50 names, +10 −10, turnover 20%, fee ₹40
  92. 50 names, +10 −10, turnover 20%, fee ₹40
  93. 2022
  94. 50 names, +9 −11, turnover 22%, fee ₹44
  95. 52 names, +11 −10, turnover 21%, fee ₹42
  96. 51 names, +11 −11, turnover 22%, fee ₹43
  97. 51 names, +11 −12, turnover 24%, fee ₹47
  98. 52 names, +10 −14, turnover 27%, fee ₹54
  99. 56 names, +12 −8, turnover 21%, fee ₹43
  100. 52 names, +9 −13, turnover 25%, fee ₹50
  101. 56 names, +12 −15, turnover 27%, fee ₹54
  102. 59 names, +19 −14, turnover 32%, fee ₹64
  103. 54 names, +13 −18, turnover 33%, fee ₹67
  104. 59 names, +17 −16, turnover 29%, fee ₹58
  105. 58 names, +18 −8, turnover 31%, fee ₹62
  106. 48 names, +6 −5, turnover 13%, fee ₹25
  107. 47 names, +5 −12, turnover 26%, fee ₹51
  108. 54 names, +14 −8, turnover 26%, fee ₹52
  109. 48 names, +6 −8, turnover 17%, fee ₹33
  110. 50 names, +5 −13, turnover 26%, fee ₹52
  111. 58 names, +14 −8, turnover 24%, fee ₹48
  112. 52 names, +9 −18, turnover 35%, fee ₹69
  113. 61 names, +21 −6, turnover 34%, fee ₹69
  114. 46 names, +5 −5, turnover 11%, fee ₹22
  115. 46 names, +6 −9, turnover 20%, fee ₹39
  116. 49 names, +7 −5, turnover 14%, fee ₹29
  117. 47 names, +5 −11, turnover 23%, fee ₹47
  118. 53 names, +11 −5, turnover 21%, fee ₹42
  119. 47 names, +6 −12, turnover 26%, fee ₹51
  120. 2021
  121. 53 names, +12 −11, turnover 23%, fee ₹45
  122. 52 names, +11 −11, turnover 21%, fee ₹42
  123. 52 names, +12 −9, turnover 23%, fee ₹46
  124. 49 names, +8 −12, turnover 24%, fee ₹49
  125. 53 names, +12 −13, turnover 25%, fee ₹49
  126. 54 names, +14 −8, turnover 26%, fee ₹52
  127. 48 names, +7 −9, turnover 19%, fee ₹38
  128. 50 names, +8 −8, turnover 16%, fee ₹32
  129. 50 names, +9 −7, turnover 18%, fee ₹36
  130. 48 names, +6 −9, turnover 19%, fee ₹38
  131. 51 names, +11 −14, turnover 27%, fee ₹55
  132. 54 names, +13 −8, turnover 24%, fee ₹48
  133. 49 names, +8 −16, turnover 33%, fee ₹65
  134. 57 names, +17 −15, turnover 30%, fee ₹60
  135. 55 names, +14 −14, turnover 25%, fee ₹51
  136. 55 names, +15 −0, turnover 27%, fee ₹55
  137. 40 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
  • Capital Goods
  • Financial Services
  • Metals & Mining
  • Fast Moving Consumer Goods
  • Chemicals
  • Automobile and Auto Components
  • Healthcare
  • Consumer Durables
  • Other

04Sector shifts

Moves of 10 points or more.

9 such shifts in 131 rebalances; the latest six.

  1. Capital Goods +10Up
  2. Capital Goods +15, Financial Services −11Up
  3. Capital Goods −11Down
  4. Capital Goods +11Up
  5. Financial Services +11Up
  6. Financial Services +11Up

05Documents

The record, to reuse.

Same family, Mid and small

06Questions

Midcap Smallcap rebalances, in plain words

How often does Midcap Smallcap rebalance?

Every 2 weeks on the published schedule, about 26 times a year. The record holds 131 published rebalances from 14 May 2021 to 8 May 2026; on 130 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 ₹24,745 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 Midcap Smallcap.

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 Midcap Smallcap Midcap Smallcap 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.