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Rebalance record, Mid and small

Smallcap rebalance history

Every published model rebalance of Smallcap 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 202648 names on the list
Average turnover
16%of the list, cycles with changes
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Download the record as CSV

01The latest cycle

11 May 2026: 19 out, 0 in, 48 held.

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

And 43 more names held, unchanged.

Names changed0 of 48
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. 48 names on the list
    In
    +0
    Out
    −19
    Held
    48
    Turnover
    40%

    On ₹1,00,000 at equal weight this cycle traded about ₹39,583, fee ₹79 at 0.2%.

    Out, 19

    KAJARIACERFIVESTARHEGANANDRATHIHONASAZYDUSWELLRPOWERABSLAMCNATCOPHARMCARBORUNIVGPILZENTECGRAPHITEHBLENGINEWOCKPHARMASONACOMSAAVASSARDAENHOMEFIRST
  3. 67 names on the list
    In
    +16
    Out
    −18
    Held
    51
    Turnover
    27%

    On ₹1,00,000 at equal weight this cycle traded about ₹26,866, fee ₹54 at 0.2%.

    Out, 18

    CCLCHENNPETROJBCHEPHARMASTERDMSAILIFEMRPLKARURVYSYAEMCURETEJASNETDOMSRBLBANKTIMKENDCMSHRIRAMJBMADELHIVERYBALRAMCHINANURASSUNTV
  4. 69 names on the list
    In
    +20
    Out
    −10
    Held
    49
    Turnover
    29%

    On ₹1,00,000 at equal weight this cycle traded about ₹28,986, fee ₹58 at 0.2%.

    In, 20

    ABDLDEEPAKFERTKAJARIACERFIVESTARHEGJPPOWERENGINERSINRPOWERSCICARBORUNIVNAVAZENTECPNBHOUSINGGRSEHBLENGINEWOCKPHARMAJUBLINGREASONACOMSAAVASHOMEFIRST

    Out, 10

    MCXFINCABLESKSBLAURUSLABSAKUMSINOXINDIABANDHANBNKCUBTRIVENISTARHEALTH
  5. 59 names on the list
    In
    +13
    Out
    −5
    Held
    46
    Turnover
    22%

    On ₹1,00,000 at equal weight this cycle traded about ₹22,034, fee ₹44 at 0.2%.

    In, 13

    ACUTAASZYDUSWELLBELRISEOLAELECANGELONEGALLANTTHONASAWELCORPDOMSOLECTRADCMSHRIRAMJBMAANURAS

    Out, 5

    JKTYRESCIKIMSELGIEQUIPRRKABEL
  6. 51 names on the list
    In
    +7
    Out
    −11
    Held
    44
    Turnover
    22%

    On ₹1,00,000 at equal weight this cycle traded about ₹21,569, fee ₹43 at 0.2%.

    In, 7

    ACMESOLARKSBINOXINDIAJINDALSAWHFCLSTARHEALTHDELHIVERY

    Out, 11

    ENGINERSINTARILGODREJAGROTECHNOEHONASAPOONAWALLAIFCIPGELINDIACEMCROMPTONRAMCOCEM
  7. 55 names on the list
    In
    +8
    Out
    −16
    Held
    47
    Turnover
    29%

    On ₹1,00,000 at equal weight this cycle traded about ₹29,091, fee ₹58 at 0.2%.

    In, 8

    TEJASNETJ&KBANKONESOURCETIMKENBALRAMCHINSARDAENGRANULESRRKABEL

    Out, 16

    WELSPUNLIVJINDALSAWLTFOODSASAHIINDIACANFINHOMERKFORGEBSOFTHBLENGINESHYAMMETLGLANDECLERXDELHIVERYCAMPUSMANAPPURAMSAGILITYUSHAMART
  8. 63 names on the list
    In
    +16
    Out
    −13
    Held
    47
    Turnover
    25%

    On ₹1,00,000 at equal weight this cycle traded about ₹25,397, fee ₹51 at 0.2%.

    In, 16

    ENGINERSINTARILDATAPATTNSATHERENERGKIMSGODREJAGROASTERDMTECHNOEFINCABLESNATCOPHARMHONASAPOONAWALLAPGELSUNTVCROMPTONAKUMS

    Out, 13

    IIFLRRKABELHEGGRANULESAIILANGELONEMSUMICHOICEINCREDITACCSAMMAANCAPIKSAGARWALEYEJ&KBANK
  9. 60 names on the list
    In
    +14
    Out
    −7
    Held
    46
    Turnover
    23%

    On ₹1,00,000 at equal weight this cycle traded about ₹23,333, fee ₹47 at 0.2%.

    In, 14

    AARTIINDVTLSCIWELSPUNLIVBANDHANBNKJINDALSAWTRIVENILTFOODSRKFORGEELGIEQUIPSHYAMMETLGLANDDELHIVERYCAMPUS

    Out, 7

    PNBHOUSINGHONASATBOTEKRADICOMINDACORPVENTIVEPOONAWALLA
  10. 53 names on the list
    In
    +7
    Out
    −5
    Held
    46
    Turnover
    13%

    On ₹1,00,000 at equal weight this cycle traded about ₹13,208, fee ₹26 at 0.2%.

    In, 7

    MRPLRAMCOCEMANGELONECREDITACCSAMMAANCAPIKSJ&KBANK

    Out, 5

    JWLLATENTVIEWTRIVENICENTURYPLYGRAVITA
  11. 51 names on the list
    In
    +5
    Out
    −5
    Held
    46
    Turnover
    10%

    On ₹1,00,000 at equal weight this cycle traded about ₹9,804, fee ₹20 at 0.2%.

    In, 5

    HONASAJBCHEPHARMIFCIVENTIVEPOONAWALLA

    Out, 5

    CEATLTDNATCOPHARMSAMMAANCAPMRPLWELSPUNLIV
  12. 51 names on the list
    In
    +7
    Out
    −9
    Held
    44
    Turnover
    18%

    On ₹1,00,000 at equal weight this cycle traded about ₹17,647, fee ₹35 at 0.2%.

    In, 7

    MANAPPURAMJWLHEGGRAPHITEPNBHOUSINGTRIVENIABSLAMC

    Out, 9

    ANGELONEASTERDMDATAPATTNSSCIDELHIVERYSTARHEALTHGRSENHPOONAWALLA
  13. 2025
  14. 53 names on the list
    In
    +7
    Out
    −3
    Held
    46
    Turnover
    13%

    On ₹1,00,000 at equal weight this cycle traded about ₹13,208, fee ₹26 at 0.2%.

    In, 7

    BSOFTRRKABELGRANULESCENTURYPLYGRAVITASAILIFEEMCURE

    Out, 3

    INTELLECTNUVAMAFIVESTAR
  15. 49 names, +4 −9, turnover 18%, fee ₹37
  16. 54 names, +7 −7, turnover 13%, fee ₹26
  17. 54 names, +10 −8, turnover 19%, fee ₹37
  18. 52 names, +6 −8, turnover 15%, fee ₹31
  19. 54 names, +7 −8, turnover 15%, fee ₹30
  20. 55 names, +7 −7, turnover 13%, fee ₹25
  21. 55 names, +8 −9, turnover 16%, fee ₹33
  22. 56 names, +9 −8, turnover 16%, fee ₹32
  23. 55 names, +8 −9, turnover 16%, fee ₹33
  24. 56 names, +11 −10, turnover 20%, fee ₹39
  25. 55 names, +9 −14, turnover 25%, fee ₹51
  26. 60 names, +12 −14, turnover 23%, fee ₹47
  27. 62 names, +10 −17, turnover 27%, fee ₹55
  28. 69 names, +22 −15, turnover 32%, fee ₹64
  29. 62 names, +14 −13, turnover 23%, fee ₹45
  30. 61 names, +14 −8, turnover 23%, fee ₹46
  31. 55 names, +10 −11, turnover 20%, fee ₹40
  32. 56 names, +8 −13, turnover 23%, fee ₹46
  33. 61 names, +15 −13, turnover 25%, fee ₹49
  34. 59 names, +10 −10, turnover 17%, fee ₹34
  35. 59 names, +12 −9, turnover 20%, fee ₹41
  36. 56 names, +8 −6, turnover 14%, fee ₹29
  37. 54 names, +8 −8, turnover 15%, fee ₹30
  38. 54 names, +5 −7, turnover 13%, fee ₹26
  39. 56 names, +5 −9, turnover 16%, fee ₹32
  40. 2024
  41. 60 names, +11 −7, turnover 18%, fee ₹37
  42. 56 names, +10 −6, turnover 18%, fee ₹36
  43. 52 names, +5 −7, turnover 13%, fee ₹27
  44. 54 names, +8 −6, turnover 15%, fee ₹30
  45. 52 names, +5 −5, turnover 10%, fee ₹19
  46. 52 names, +6 −7, turnover 13%, fee ₹27
  47. 53 names, +8 −9, turnover 17%, fee ₹34
  48. 54 names, +7 −10, turnover 19%, fee ₹37
  49. 57 names, +11 −10, turnover 19%, fee ₹39
  50. 56 names, +9 −9, turnover 16%, fee ₹32
  51. 56 names, +9 −7, turnover 16%, fee ₹32
  52. 54 names, +8 −13, turnover 24%, fee ₹48
  53. 59 names, +12 −10, turnover 20%, fee ₹41
  54. 57 names, +10 −9, turnover 18%, fee ₹35
  55. 56 names, +6 −6, turnover 11%, fee ₹21
  56. 56 names, +6 −7, turnover 13%, fee ₹25
  57. 57 names, +6 −8, turnover 14%, fee ₹28
  58. 59 names, +11 −7, turnover 19%, fee ₹37
  59. 55 names, +8 −6, turnover 15%, fee ₹29
  60. 53 names, +5 −4, turnover 9%, fee ₹19
  61. 52 names, +2 −4, turnover 8%, fee ₹15
  62. 54 names, +6 −8, turnover 15%, fee ₹30
  63. 56 names, +8 −6, turnover 14%, fee ₹29
  64. 54 names, +5 −7, turnover 13%, fee ₹26
  65. 56 names, +6 −6, turnover 11%, fee ₹21
  66. 56 names, +7 −7, turnover 13%, fee ₹25
  67. 2023
  68. 56 names, +5 −4, turnover 9%, fee ₹18
  69. 55 names, +4 −8, turnover 15%, fee ₹29
  70. 59 names, +10 −5, turnover 17%, fee ₹34
  71. 54 names, +4 −6, turnover 11%, fee ₹22
  72. 56 names, +6 −4, turnover 11%, fee ₹21
  73. 54 names, +4 −4, turnover 7%, fee ₹15
  74. 54 names, +4 −8, turnover 15%, fee ₹30
  75. 58 names, +9 −9, turnover 16%, fee ₹31
  76. 58 names, +7 −10, turnover 17%, fee ₹34
  77. 61 names, +10 −12, turnover 20%, fee ₹39
  78. 63 names, +12 −8, turnover 19%, fee ₹38
  79. 59 names, +9 −7, turnover 15%, fee ₹31
  80. 57 names, +8 −13, turnover 23%, fee ₹46
  81. 62 names, +13 −11, turnover 21%, fee ₹42
  82. 60 names, +11 −12, turnover 20%, fee ₹40
  83. 61 names, +8 −12, turnover 20%, fee ₹39
  84. 65 names, +14 −8, turnover 22%, fee ₹43
  85. 59 names, +10 −5, turnover 17%, fee ₹34
  86. 54 names, +3 −2, turnover 6%, fee ₹11
  87. 53 names, +4 −6, turnover 11%, fee ₹23
  88. 55 names, +4 −4, turnover 7%, fee ₹15
  89. 55 names, +7 −8, turnover 15%, fee ₹29
  90. 56 names, +6 −6, turnover 11%, fee ₹21
  91. 56 names, +5 −5, turnover 9%, fee ₹18
  92. 56 names, +5 −6, turnover 11%, fee ₹21
  93. 57 names, +6 −6, turnover 11%, fee ₹21
  94. 2022
  95. 57 names, +6 −8, turnover 14%, fee ₹28
  96. 59 names, +7 −10, turnover 17%, fee ₹34
  97. 62 names, +11 −7, turnover 18%, fee ₹35
  98. 58 names, +9 −7, turnover 16%, fee ₹31
  99. 56 names, +8 −7, turnover 14%, fee ₹29
  100. 55 names, +5 −9, turnover 16%, fee ₹33
  101. 59 names, +9 −11, turnover 19%, fee ₹37
  102. 61 names, +10 −11, turnover 18%, fee ₹36
  103. 62 names, +11 −18, turnover 29%, fee ₹58
  104. 69 names, +20 −13, turnover 29%, fee ₹58
  105. 62 names, +12 −12, turnover 19%, fee ₹39
  106. 62 names, +14 −7, turnover 23%, fee ₹45
  107. 55 names, +5 −6, turnover 11%, fee ₹22
  108. 56 names, +3 −9, turnover 16%, fee ₹32
  109. 62 names, +12 −2, turnover 19%, fee ₹39
  110. 52 names, +3 −8, turnover 15%, fee ₹31
  111. 57 names, +3 −8, turnover 14%, fee ₹28
  112. 62 names, +12 −9, turnover 19%, fee ₹39
  113. 59 names, +6 −9, turnover 15%, fee ₹31
  114. 62 names, +11 −6, turnover 18%, fee ₹35
  115. 57 names, +5 −1, turnover 9%, fee ₹18
  116. 53 names, +2 −7, turnover 13%, fee ₹26
  117. 58 names, +8 −7, turnover 14%, fee ₹28
  118. 57 names, +5 −8, turnover 14%, fee ₹28
  119. 60 names, +10 −4, turnover 17%, fee ₹33
  120. 54 names, +3 −7, turnover 13%, fee ₹26
  121. 2021
  122. 58 names, +4 −5, turnover 9%, fee ₹17
  123. 59 names, +9 −7, turnover 15%, fee ₹31
  124. 57 names, +7 −7, turnover 12%, fee ₹25
  125. 57 names, +6 −6, turnover 11%, fee ₹21
  126. 57 names, +5 −8, turnover 14%, fee ₹28
  127. 60 names, +10 −5, turnover 17%, fee ₹33
  128. 55 names, +5 −5, turnover 9%, fee ₹18
  129. 55 names, +4 −3, turnover 7%, fee ₹15
  130. 54 names, +2 −5, turnover 9%, fee ₹19
  131. 57 names, +6 −7, turnover 12%, fee ₹25
  132. 58 names, +7 −5, turnover 12%, fee ₹24
  133. 56 names, +6 −6, turnover 11%, fee ₹21
  134. 56 names, +6 −10, turnover 18%, fee ₹36
  135. 60 names, +7 −10, turnover 17%, fee ₹33
  136. 63 names, +13 −10, turnover 21%, fee ₹41
  137. 60 names, +11 −0, turnover 18%, fee ₹37
  138. 49 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
  • Healthcare
  • Automobile and Auto Components
  • Fast Moving Consumer Goods
  • Information Technology
  • Metals & Mining
  • Chemicals
  • Other

04Sector shifts

Moves of 10 points or more.

4 such shifts in 132 rebalances; the latest six.

  1. Financial Services −11Down
  2. Financial Services +10Up
  3. Financial Services +11Up
  4. Capital Goods +11Up

05Documents

The record, to reuse.

Same family, Mid and small

06Questions

Smallcap rebalances, in plain words

How often does Smallcap 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 16% 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 16% of the list trades about ₹16,499 and costs about ₹33. 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 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 Smallcap 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.