--- title: "Midcap Smallcap Rebalance History | 131 Cycles | RupeeCase" description: "Every published model rebalance of Midcap Smallcap since 14 May 2021: 131 cycles with names in, out and held, turnover and a 0.2% fee illustration. Record to 8" source_url: "https://www.rupeecase.com/rebalance/midcap-smallcap/" --- 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 rebalances131since 14 May 2021 CadenceEvery 2 weeksabout 26 a year Latest published8 May 202657 names on the list Average turnover25%of the list, cycles with changes [Invest in Midcap Smallcap](https://invest.rupeecase.com/signup?strategy=midcap-smallcap) [Midcap Smallcap strategy page](/strategies/midcap-smallcap) [Download the record as CSV](/data/rebalances/midcap-smallcap.csv) 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. **DEEPINDS**held**PREMIERENE**held**SILVER1**held**SILVERIETF**held**SILVERADD**held**SILVERBEES**held**SBISILVER**held**SILVERCASE**held**SILVER**held**AXISILVER**held**HDFCSILVER**held**SMSPHARMA**held**HINDCOPPER**held**SBC**held**ZYDUSWELL**held**AETHER**held**GESHIP**held**GOKULAGRO**held**VEDL**held**ACMESOLAR**held**KIRLOSENG**held**NOCIL**held**KTKBANK**held**MBAPL**held And 40 more names held, unchanged. Names changed**0 of 57** 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 ## 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. Find a ticker in the record * Only cycles with changes * 2026 * 2025 * 2024 * 2023 * 2022 * 2021 131 rebalances 1. 14 May 202140 namesNames 2. 14 May 202140 namesNames 3. 14 May 202140 namesNames 4. 14 May 202140 namesNames 5. 14 May 202140 namesNames 6. 14 May 202140 namesNames 7. 14 May 202140 namesNames 8. 14 May 202140 namesNames 9. 14 May 202140 namesNames 10. 14 May 202140 namesNames 11. 14 May 202140 namesNames 12. 14 May 202140 namesNames 13. 14 May 202140 namesNames 14. 14 May 202140 namesNames 15. 14 May 202140 namesNames 16. 14 May 202140 namesNames 17. 14 May 202140 namesNames 18. 14 May 202140 namesNames 19. 14 May 202140 namesNames 20. 14 May 202140 namesNames 21. 14 May 202140 namesNames 22. 14 May 202140 namesNames 23. 14 May 202140 namesNames 24. 14 May 202140 namesNames 25. 14 May 202140 namesNames 26. 14 May 202140 namesNames 27. 14 May 202140 namesNames 28. 14 May 202140 namesNames 29. 14 May 202140 namesNames 30. 14 May 202140 namesNames 31. 14 May 202140 namesNames 32. 14 May 202140 namesNames 33. 14 May 202140 namesNames 34. 14 May 202140 namesNames 35. 14 May 202140 namesNames 36. 14 May 202140 namesNames 37. 14 May 202140 namesNames 38. 14 May 202140 namesNames 39. 14 May 202140 namesNames 40. 14 May 202140 namesNames 41. 14 May 202140 namesNames 42. 14 May 202140 namesNames 43. 14 May 202140 namesNames 44. 14 May 202140 namesNames 45. 14 May 202140 namesNames 46. 14 May 202140 namesNames 47. 14 May 202140 namesNames 48. 14 May 202140 namesNames 49. 14 May 202140 namesNames 50. 14 May 202140 namesNames 51. 14 May 202140 namesNames 52. 14 May 202140 namesNames 53. 14 May 202140 namesNames 54. 14 May 202140 namesNames 55. 14 May 202140 namesNames 56. 14 May 202140 namesNames 57. 14 May 202140 namesNames 58. 14 May 202140 namesNames 59. 14 May 202140 namesNames 60. 14 May 202140 namesNames 61. 14 May 202140 namesNames 62. 14 May 202140 namesNames 63. 14 May 202140 namesNames 64. 14 May 202140 namesNames 65. 14 May 202140 namesNames 66. 14 May 202140 namesNames 67. 14 May 202140 namesNames 68. 14 May 202140 namesNames 69. 14 May 202140 namesNames 70. 14 May 202140 namesNames 71. 14 May 202140 namesNames 72. 14 May 202140 namesNames 73. 14 May 202140 namesNames 74. 14 May 202140 namesNames 75. 14 May 202140 namesNames 76. 14 May 202140 namesNames 77. 14 May 202140 namesNames 78. 14 May 202140 namesNames 79. 14 May 202140 namesNames 80. 14 May 202140 namesNames 81. 14 May 202140 namesNames 82. 14 May 202140 namesNames 83. 14 May 202140 namesNames 84. 14 May 202140 namesNames 85. 14 May 202140 namesNames 86. 14 May 202140 namesNames 87. 14 May 202140 namesNames 88. 14 May 202140 namesNames 89. 14 May 202140 namesNames 90. 14 May 202140 namesNames 91. 14 May 202140 namesNames 92. 14 May 202140 namesNames 93. 14 May 202140 namesNames 94. 14 May 202140 namesNames 95. 14 May 202140 namesNames 96. 14 May 202140 namesNames 97. 14 May 202140 namesNames 98. 14 May 202140 namesNames 99. 14 May 202140 namesNames 100. 14 May 202140 namesNames 101. 14 May 202140 namesNames 102. 14 May 202140 namesNames 103. 14 May 202140 namesNames 104. 14 May 202140 namesNames 105. 14 May 202140 namesNames 106. 14 May 202140 namesNames 107. 14 May 202140 namesNames 108. 14 May 202140 namesNames 109. 14 May 202140 namesNames 110. 14 May 202140 namesNames 111. 14 May 202140 namesNames 112. 14 May 202140 namesNames 113. 14 May 202140 namesNames 114. 14 May 202140 namesNames 115. 14 May 202140 namesNames 116. 14 May 202140 namesNames 117. 14 May 202140 namesNames 118. 14 May 202140 namesNames 119. 14 May 202140 namesNames 120. 14 May 202140 namesNames 121. 14 May 202140 namesNames 122. 14 May 202140 namesNames 123. 14 May 202140 namesNames 124. 14 May 202140 namesNames 125. 14 May 202140 namesNames 126. 14 May 202140 namesNames 127. 14 May 202140 namesNames 128. 14 May 202140 namesNames 129. 14 May 202140 namesNames 130. 14 May 202140 namesNames 131. 14 May 202140 namesNames 132. 14 May 202140 namesNames 133. 14 May 202140 namesNames 134. 14 May 202140 namesNames 135. 14 May 202140 namesNames 136. 14 May 202140 namesNames 137. 14 May 202140 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 * 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. 16 Feb 2024Financial Services +11Up 2. 16 Feb 2024Financial Services +11Up 3. 16 Feb 2024Financial Services +11Up 4. 16 Feb 2024Financial Services +11Up 5. 16 Feb 2024Financial Services +11Up 6. 16 Feb 2024Financial Services +11Up 05Documents ## The record, to reuse. * [CSV, every listCC BY 4.0](/data/rebalances/midcap-smallcap.csv) * [JSON, this page's data131 cycles](/instiv2/data/rebalances/midcap-smallcap.json) * [Midcap Smallcap strategy pagefactsheet](/strategies/midcap-smallcap) * [All 18 historieshub](/rebalance/) Same family, Mid and small * [Midcap](/rebalance/midcap/) * [Smallcap](/rebalance/smallcap/) * [Microcap](/rebalance/microcap/) 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](/data/rebalances/midcap-smallcap.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. * [SectorCapital Goods stocksNSE sector across the 18 index algos](/sectors/capital-goods) * [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 Midcap with Midcap SmallcapTwo model curves, every risk figure](/strategies/compare/midcap-vs-midcap-smallcap) ## 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](https://invest.rupeecase.com/signup?strategy=midcap-smallcap) [Midcap Smallcap factsheet](/strategies/factsheets/midcap-smallcap) 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.