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Rebalance record, Mid and small

Midcap rebalance history

Every published model rebalance of Midcap since 14 May 2021: 132 cycles, each with the names in, out and held, the turnover and an illustrative fee. Record to 11 May 2026.

Published rebalances
132since 14 May 2021
Cadence
Every 2 weeksabout 26 a year
Latest published
11 May 202620 names on the list
Average turnover
20%of the list, cycles with changes
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01The latest cycle

11 May 2026: 6 out, 0 in, 20 held.

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

And 2 more names held, unchanged.

Names changed0 of 20
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

132 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.

132 rebalances

  1. 2026
  2. 20 names on the list
    In
    +0
    Out
    −6
    Held
    20
    Turnover
    30%

    On ₹1,00,000 at equal weight this cycle traded about ₹30,000, fee ₹60 at 0.2%.

    Out, 6

    AUROPHARMANIACLNTPCGREENLAURUSLABSFEDERALBNKOBEROIRLTY
  3. 26 names on the list
    In
    +6
    Out
    −6
    Held
    20
    Turnover
    23%

    On ₹1,00,000 at equal weight this cycle traded about ₹23,077, fee ₹46 at 0.2%.

    Out, 6

    WAAREEENERINDIANBLUPINGLENMARKAPLAPOLLOASHOKLEY
  4. 26 names on the list
    In
    +6
    Out
    −6
    Held
    20
    Turnover
    23%

    On ₹1,00,000 at equal weight this cycle traded about ₹23,077, fee ₹46 at 0.2%.

    In, 6

    BHELSUZLONNIACLNTPCGREENOBEROIRLTYNAM-INDIA

    Out, 6

    CUMMINSINDUNIONBANKASTRALAJANTPHARMBANKINDIAIPCALAB
  5. 26 names on the list
    In
    +6
    Out
    −4
    Held
    20
    Turnover
    23%

    On ₹1,00,000 at equal weight this cycle traded about ₹23,077, fee ₹46 at 0.2%.

    Out, 4

    M&MFINIDEALTFTORNTPOWER
  6. 24 names on the list
    In
    +4
    Out
    −4
    Held
    20
    Turnover
    17%

    On ₹1,00,000 at equal weight this cycle traded about ₹16,667, fee ₹33 at 0.2%.

    Out, 4

    MFSLIDBIINDUSTOWERSUPREMEIND
  7. 24 names on the list
    In
    +3
    Out
    −6
    Held
    21
    Turnover
    25%

    On ₹1,00,000 at equal weight this cycle traded about ₹25,000, fee ₹50 at 0.2%.

    In, 3

    LUPINAJANTPHARMGLENMARK

    Out, 6

    WAAREEENERMUTHOOTFINOILSONACOMSAUBANKABCAPITAL
  8. 27 names on the list
    In
    +6
    Out
    −3
    Held
    21
    Turnover
    22%

    On ₹1,00,000 at equal weight this cycle traded about ₹22,222, fee ₹44 at 0.2%.

    In, 6

    CUMMINSINDTORNTPOWERASTRALMFSLIDBISUPREMEIND

    Out, 3

    AIAENGINDUSINDBKIDFCFIRSTB
  9. 24 names on the list
    In
    +3
    Out
    −1
    Held
    21
    Turnover
    13%

    On ₹1,00,000 at equal weight this cycle traded about ₹12,500, fee ₹25 at 0.2%.

    In, 3

    GVT&DWAAREEENERSONACOMS

    Out, 1

    PHOENIXLTD
  10. 22 names on the list
    In
    +2
    Out
    −4
    Held
    20
    Turnover
    18%

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

    In, 2

    APLAPOLLOOIL

    Out, 4

    GVT&DCUMMINSINDPAYTMBHEL
  11. 24 names on the list
    In
    +4
    Out
    −2
    Held
    20
    Turnover
    17%

    On ₹1,00,000 at equal weight this cycle traded about ₹16,667, fee ₹33 at 0.2%.

    In, 4

    MAHABANKSAILUNIONBANKINDUSINDBK

    Out, 2

    GMRAIRPORTNYKAA
  12. 22 names on the list
    In
    +2
    Out
    −1
    Held
    20
    Turnover
    9%

    On ₹1,00,000 at equal weight this cycle traded about ₹9,091, fee ₹18 at 0.2%.

    In, 2

    PHOENIXLTDINDUSTOWER

    Out, 1

    BSE
  13. 2025
  14. 21 names on the list
    In
    +1
    Out
    −3
    Held
    20
    Turnover
    14%

    On ₹1,00,000 at equal weight this cycle traded about ₹14,286, fee ₹29 at 0.2%.

    In, 1

    IDFCFIRSTB

    Out, 3

    HINDPETROFORTISINDUSTOWER
  15. 23 names, +3 −4, turnover 17%, fee ₹35
  16. 24 names, +3 −4, turnover 17%, fee ₹33
  17. 25 names, +4 −6, turnover 24%, fee ₹48
  18. 27 names, +7 −3, turnover 26%, fee ₹52
  19. 23 names, +3 −5, turnover 22%, fee ₹43
  20. 25 names, +5 −3, turnover 20%, fee ₹40
  21. 23 names, +3 −4, turnover 17%, fee ₹35
  22. 24 names, +4 −3, turnover 17%, fee ₹33
  23. 23 names, +3 −4, turnover 17%, fee ₹35
  24. 24 names, +3 −2, turnover 13%, fee ₹25
  25. 23 names, +3 −4, turnover 17%, fee ₹35
  26. 24 names, +3 −3, turnover 13%, fee ₹25
  27. 24 names, +2 −7, turnover 29%, fee ₹58
  28. 29 names, +8 −6, turnover 28%, fee ₹55
  29. 27 names, +7 −7, turnover 26%, fee ₹52
  30. 27 names, +6 −5, turnover 22%, fee ₹44
  31. 26 names, +5 −4, turnover 19%, fee ₹38
  32. 25 names, +5 −6, turnover 24%, fee ₹48
  33. 26 names, +6 −3, turnover 23%, fee ₹46
  34. 23 names, +3 −4, turnover 17%, fee ₹35
  35. 24 names, +4 −6, turnover 25%, fee ₹50
  36. 26 names, +4 −7, turnover 27%, fee ₹54
  37. 29 names, +9 −3, turnover 31%, fee ₹62
  38. 23 names, +3 −4, turnover 17%, fee ₹35
  39. 24 names, +3 −5, turnover 21%, fee ₹42
  40. 2024
  41. 26 names, +6 −2, turnover 23%, fee ₹46
  42. 22 names, +2 −4, turnover 18%, fee ₹36
  43. 24 names, +4 −2, turnover 17%, fee ₹33
  44. 22 names, +2 −3, turnover 14%, fee ₹27
  45. 23 names, +1 −1, turnover 4%, fee ₹9
  46. 23 names, +3 −5, turnover 22%, fee ₹43
  47. 25 names, +5 −3, turnover 20%, fee ₹40
  48. 23 names, +3 −4, turnover 17%, fee ₹35
  49. 24 names, +3 −5, turnover 21%, fee ₹42
  50. 26 names, +6 −5, turnover 23%, fee ₹46
  51. 25 names, +4 −3, turnover 16%, fee ₹32
  52. 24 names, +4 −6, turnover 25%, fee ₹50
  53. 26 names, +6 −3, turnover 23%, fee ₹46
  54. 23 names, +3 −5, turnover 22%, fee ₹43
  55. 25 names, +5 −7, turnover 28%, fee ₹56
  56. 27 names, +6 −1, turnover 22%, fee ₹44
  57. 22 names, +1 −4, turnover 18%, fee ₹36
  58. 25 names, +5 −3, turnover 20%, fee ₹40
  59. 23 names, +2 −3, turnover 13%, fee ₹26
  60. 24 names, +3 −2, turnover 13%, fee ₹25
  61. 23 names, +2 −1, turnover 9%, fee ₹17
  62. 22 names, +2 −4, turnover 18%, fee ₹36
  63. 24 names, +4 −5, turnover 21%, fee ₹42
  64. 25 names, +4 −3, turnover 16%, fee ₹32
  65. 24 names, +3 −1, turnover 13%, fee ₹25
  66. 22 names, +2 −3, turnover 14%, fee ₹27
  67. 2023
  68. 23 names, +3 −5, turnover 22%, fee ₹43
  69. 25 names, +4 −4, turnover 16%, fee ₹32
  70. 25 names, +5 −3, turnover 20%, fee ₹40
  71. 23 names, +2 −3, turnover 13%, fee ₹26
  72. 24 names, +4 −1, turnover 17%, fee ₹33
  73. 21 names, +1 −5, turnover 24%, fee ₹48
  74. 25 names, +4 −5, turnover 20%, fee ₹40
  75. 26 names, +5 −3, turnover 19%, fee ₹38
  76. 24 names, +3 −5, turnover 21%, fee ₹42
  77. 26 names, +5 −5, turnover 19%, fee ₹38
  78. 26 names, +5 −3, turnover 19%, fee ₹38
  79. 24 names, +4 −6, turnover 25%, fee ₹50
  80. 26 names, +6 −5, turnover 23%, fee ₹46
  81. 25 names, +5 −4, turnover 20%, fee ₹40
  82. 24 names, +4 −6, turnover 25%, fee ₹50
  83. 26 names, +5 −6, turnover 23%, fee ₹46
  84. 27 names, +7 −7, turnover 26%, fee ₹52
  85. 27 names, +7 −3, turnover 26%, fee ₹52
  86. 23 names, +3 −2, turnover 13%, fee ₹26
  87. 22 names, +2 −3, turnover 14%, fee ₹27
  88. 23 names, +1 −3, turnover 13%, fee ₹26
  89. 25 names, +4 −5, turnover 20%, fee ₹40
  90. 26 names, +5 −3, turnover 19%, fee ₹38
  91. 24 names, +3 −1, turnover 13%, fee ₹25
  92. 22 names, +1 −1, turnover 5%, fee ₹9
  93. 22 names, +1 −3, turnover 14%, fee ₹27
  94. 2022
  95. 24 names, +4 −4, turnover 17%, fee ₹33
  96. 24 names, +3 −2, turnover 13%, fee ₹25
  97. 23 names, +3 −4, turnover 17%, fee ₹35
  98. 24 names, +4 −5, turnover 21%, fee ₹42
  99. 25 names, +5 −0, turnover 20%, fee ₹40
  100. 20 names, +0 −5, turnover 25%, fee ₹50
  101. 25 names, +4 −6, turnover 24%, fee ₹48
  102. 27 names, +6 −6, turnover 22%, fee ₹44
  103. 27 names, +6 −5, turnover 22%, fee ₹44
  104. 26 names, +5 −4, turnover 19%, fee ₹38
  105. 25 names, +5 −8, turnover 32%, fee ₹64
  106. 28 names, +8 −4, turnover 29%, fee ₹57
  107. 24 names, +4 −2, turnover 17%, fee ₹33
  108. 22 names, +1 −5, turnover 23%, fee ₹45
  109. 26 names, +5 −4, turnover 19%, fee ₹38
  110. 25 names, +5 −3, turnover 20%, fee ₹40
  111. 23 names, +2 −7, turnover 30%, fee ₹61
  112. 28 names, +7 −3, turnover 25%, fee ₹50
  113. 24 names, +4 −7, turnover 29%, fee ₹58
  114. 27 names, +6 −1, turnover 22%, fee ₹44
  115. 22 names, +1 −1, turnover 5%, fee ₹9
  116. 22 names, +2 −1, turnover 9%, fee ₹18
  117. 21 names, +1 −5, turnover 24%, fee ₹48
  118. 25 names, +4 −5, turnover 20%, fee ₹40
  119. 26 names, +5 −2, turnover 19%, fee ₹38
  120. 23 names, +1 −1, turnover 4%, fee ₹9
  121. 2021
  122. 23 names, +3 −3, turnover 13%, fee ₹26
  123. 23 names, +2 −3, turnover 13%, fee ₹26
  124. 24 names, +4 −3, turnover 17%, fee ₹33
  125. 23 names, +2 −5, turnover 22%, fee ₹43
  126. 26 names, +4 −2, turnover 15%, fee ₹31
  127. 24 names, +4 −4, turnover 17%, fee ₹33
  128. 24 names, +4 −7, turnover 29%, fee ₹58
  129. 27 names, +6 −3, turnover 22%, fee ₹44
  130. 24 names, +4 −3, turnover 17%, fee ₹33
  131. 23 names, +3 −5, turnover 22%, fee ₹43
  132. 25 names, +5 −5, turnover 20%, fee ₹40
  133. 25 names, +5 −2, turnover 20%, fee ₹40
  134. 22 names, +1 −6, turnover 27%, fee ₹55
  135. 27 names, +6 −5, turnover 22%, fee ₹44
  136. 26 names, +4 −5, turnover 19%, fee ₹38
  137. 27 names, +7 −0, turnover 26%, fee ₹52
  138. 20 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
  • Capital Goods
  • Chemicals
  • Metals & Mining
  • Healthcare
  • Automobile and Auto Components
  • Information Technology
  • Oil, Gas & Consumable Fuels
  • Other

04Sector shifts

Moves of 10 points or more.

21 such shifts in 132 rebalances; the latest six.

  1. Healthcare +13Up
  2. Financial Services −11Down
  3. Financial Services +16Up
  4. Financial Services +10Up
  5. Capital Goods +11Up
  6. Healthcare +14Up

05Documents

The record, to reuse.

Same family, Mid and small

06Questions

Midcap rebalances, in plain words

How often does Midcap rebalance?

Every 2 weeks on the published schedule, about 26 times a year. The record holds 132 published rebalances from 14 May 2021 to 11 May 2026; on 131 of them at least one name changed, with an average turnover of 20% 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 20% of the list trades about ₹19,598 and costs about ₹39. 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.

Explore next

From the record to the strategy.

Invest in Midcap.

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 Midcap 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.