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Midcap | Rebalance History

131 rebalances since 2021-04-30. Every IN, OUT, and retained holding per cycle. Rules-based, no discretion. The model decides; we publish what it decided.

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+6 added -6 removed 20 retained 26 holdings
InBHELSUZLONNIACLNTPCGREENOBEROIRLTYNAM-INDIA
OutCUMMINSINDUNIONBANKASTRALAJANTPHARMBANKINDIAIPCALAB
+6 added -4 removed 20 retained 26 holdings
InLLOYDSMEMCXWAAREEENERLAURUSLABSNLCINDIABSE
OutM&MFINIDEALTFTORNTPOWER
+4 added -4 removed 20 retained 24 holdings
InAUROPHARMAPREMIERENEIPCALABTHERMAX
OutMFSLIDBIINDUSTOWERSUPREMEIND
+3 added -6 removed 21 retained 24 holdings
InLUPINAJANTPHARMGLENMARK
OutWAAREEENERMUTHOOTFINOILSONACOMSAUBANKABCAPITAL
+6 added -3 removed 21 retained 27 holdings
InCUMMINSINDTORNTPOWERASTRALMFSLIDBISUPREMEIND
OutAIAENGINDUSINDBKIDFCFIRSTB
+3 added -1 removed 21 retained 24 holdings
InGVT&DWAAREEENERSONACOMS
OutPHOENIXLTD
+2 added -4 removed 20 retained 22 holdings
InAPLAPOLLOOIL
OutGVT&DCUMMINSINDPAYTMBHEL
+4 added -2 removed 20 retained 24 holdings
InMAHABANKSAILUNIONBANKINDUSINDBK
OutGMRAIRPORTNYKAA
+2 added -1 removed 20 retained 22 holdings
InPHOENIXLTDINDUSTOWER
OutBSE
+1 added -3 removed 20 retained 21 holdings
InIDFCFIRSTB
OutHINDPETROFORTISINDUSTOWER
+3 added -4 removed 20 retained 23 holdings
InAIAENGGMRAIRPORTBHARATFORG
OutMOTILALOFSIDFCFIRSTBNAM-INDIATATACOMM
+3 added -4 removed 21 retained 24 holdings
InBHELASHOKLEYINDUSTOWER
OutTATAINVESTGODFRYPHLPYESBANKWAAREEENER
+4 added -6 removed 21 retained 25 holdings
InFEDERALBNKBANKINDIAM&MFINIDFCFIRSTB
OutUNOMINDANLCINDIAASHOKLEYVMMENDURANCEHDFCAMC
+7 added -3 removed 20 retained 27 holdings
InNAM-INDIANATIONALUMAUBANKWAAREEENERBSETATACOMMMOTILALOFS
OutGLENMARKSWIGGYDALBHARAT
+3 added -5 removed 20 retained 23 holdings
InHINDPETROVMMYESBANK
OutMFSLJSLWAAREEENERNATIONALUMMEDANTA
+5 added -3 removed 20 retained 25 holdings
InIDEANLCINDIAASHOKLEYINDIANBTATAINVEST
OutMOTILALOFSNAM-INDIAKEI
+3 added -4 removed 20 retained 23 holdings
InSWIGGYWAAREEENERNATIONALUM
OutBSEPRESTIGECOROMANDELAUBANK
+4 added -3 removed 20 retained 24 holdings
InUNOMINDAJSLNYKAAMUTHOOTFIN
OutFACTBDLBIOCON
+3 added -4 removed 20 retained 23 holdings
InCUMMINSINDKEIMEDANTA
Out360ONECOCHINSHIPMUTHOOTFINLLOYDSME
+3 added -2 removed 21 retained 24 holdings
InCOROMANDELBIOCONDALBHARAT
OutCOFORGEBHARTIHEXA
+3 added -4 removed 20 retained 23 holdings
InHDFCAMCPAYTMFORTIS
OutSUPREMEINDGLAXOGODREJINDSCHAEFFLER
+3 added -3 removed 21 retained 24 holdings
InLTF360ONEGLENMARK
OutIDBIUNIONBANKSUZLON
+2 added -7 removed 22 retained 24 holdings
InMUTHOOTFINGODREJIND
OutCOROMANDELKPRMILLAPLAPOLLOYESBANKDALBHARATNYKAALTF
+8 added -6 removed 21 retained 29 holdings
InIDBIUNIONBANKENDURANCEGLAXOMOTILALOFSSUPREMEINDSUZLONPRESTIGE
OutAPOLLOTYREHINDPETROUPLGMRAIRPORTPAYTMSBICARD
+7 added -7 removed 20 retained 27 holdings
InSCHAEFFLERCOCHINSHIPGVT&DAPLAPOLLOYESBANKDALBHARATCOFORGE
OutINDUSTOWERBERGEPAINTGLAXOTORNTPOWERSRFMARICOJSWINFRA
+6 added -5 removed 21 retained 27 holdings
InAUBANKMFSLNYKAAFACTAPOLLOTYRENAM-INDIA
OutGODREJINDJUBLFOODMUTHOOTFINMEDANTABANKINDIA
+5 added -4 removed 21 retained 26 holdings
InBHARTIHEXAINDUSTOWERBERGEPAINTHINDPETROLTF
OutBLUESTARCOGLENMARKFORTISFLUOROCHEM
+5 added -6 removed 20 retained 25 holdings
InMARICOJUBLFOODABCAPITALGMRAIRPORTBANKINDIA
OutBERGEPAINTBHARTIHEXACOFORGESUNDARMFINTATAINVESTPHOENIXLTD
+6 added -3 removed 20 retained 26 holdings
InBDLJSWINFRAKPRMILLTORNTPOWERGLENMARKFLUOROCHEM
OutJUBLFOODASHOKLEYPATANJALI
+3 added -4 removed 20 retained 23 holdings
InSUNDARMFINTATAINVESTPHOENIXLTD
OutJKCEMENTCRISILLUPINM&MFIN
+4 added -6 removed 20 retained 24 holdings
InGLAXOBERGEPAINTASHOKLEYGODREJIND
OutGVT&DBDLIDEA360ONEPOLICYBZRMARICO
+4 added -7 removed 22 retained 26 holdings
InGODFRYPHLPCRISILM&MFINMEDANTA
OutMOTILALOFSOBEROIRLTYKALYANKJILGICREBIOCONIPCALABGLENMARK
+9 added -3 removed 20 retained 29 holdings
InSRFSBICARDBDLBHARTIHEXAIDEAUPLPATANJALIMARICOJKCEMENT
OutMANKINDGODREJINDKPRMILL
+3 added -4 removed 20 retained 23 holdings
InBIOCONLUPINGLENMARK
OutBDLFACTHUDCONATIONALUM
+3 added -5 removed 21 retained 24 holdings
InMANKINDGODREJINDMUTHOOTFIN
OutGODFRYPHLPUNOMINDABIOCONGLENMARKFEDERALBNK
+6 added -2 removed 20 retained 26 holdings
InBDLKPRMILLGICREFACTHUDCOBLUESTARCO
OutVOLTASMFSL
+2 added -4 removed 20 retained 22 holdings
InJUBLFOODBIOCON
OutTORNTPOWERFLUOROCHEMAJANTPHARMLUPIN
+4 added -2 removed 20 retained 24 holdings
InCOROMANDELFEDERALBNK360ONEUNOMINDA
OutSUZLONBLUESTARCO
+2 added -3 removed 20 retained 22 holdings
InMFSLOBEROIRLTY
OutGODREJINDRVNLOIL
+1 added -1 removed 22 retained 23 holdings
InIPCALAB
OutCOCHINSHIP
+3 added -5 removed 20 retained 23 holdings
InLLOYDSMENATIONALUMCOFORGE
OutINDUSTOWER360ONECOLPALHINDPETROAUROPHARMA
+5 added -3 removed 20 retained 25 holdings
InBSEFLUOROCHEMBLUESTARCOTORNTPOWERFORTIS
OutHUDCOUNOMINDACOROMANDEL
+3 added -4 removed 20 retained 23 holdings
InGODREJINDMOTILALOFSHINDPETRO
OutBDLPETRONETGLAXOTORNTPOWER
+3 added -5 removed 21 retained 24 holdings
InPAYTMAUROPHARMAVOLTAS
OutFACTEXIDEINDDEEPAKNTRPRESTIGEJSWINFRA
+6 added -5 removed 20 retained 26 holdings
InAJANTPHARMLUPINPETRONETGLAXOTORNTPOWERCOLPAL
OutPERSISTENTPHOENIXLTDCUMMINSINDENDURANCEGODREJPROP
+4 added -3 removed 21 retained 25 holdings
InSUZLONDEEPAKNTRPOLICYBZRJSWINFRA
OutMOTILALOFSLICHSGFINSCHAEFFLER
+4 added -6 removed 20 retained 24 holdings
InINDUSTOWERGLENMARKPHOENIXLTD360ONE
OutBHARATFORGESCORTSOBEROIRLTYBALKRISINDTORNTPOWERBLUESTARCO
+6 added -3 removed 20 retained 26 holdings
InFACTOILPERSISTENTLICHSGFINGODREJPROPKALYANKJIL
OutGLAXOBHELINDUSTOWER
+3 added -5 removed 20 retained 23 holdings
InENDURANCECOROMANDELTORNTPOWER
OutOILNATIONALUMSAILNMDCIRB
+5 added -7 removed 20 retained 25 holdings
InRVNLBALKRISINDGLAXOOBEROIRLTYUNOMINDA
OutTORNTPOWERTATAINVESTBSETHERMAXVOLTASPOLICYBZRMEDANTA
+6 added -1 removed 21 retained 27 holdings
InSCHAEFFLERBDLGODFRYPHLPESCORTSNMDCBHARATFORG
OutNAM-INDIA
+1 added -4 removed 21 retained 22 holdings
InPRESTIGE
OutSJVNGODFRYPHLPIOBKALYANKJIL
+5 added -3 removed 20 retained 25 holdings
InEXIDEINDVOLTASNAM-INDIASAILBLUESTARCO
OutNHPCJSLRVNL
+2 added -3 removed 21 retained 23 holdings
InINDUSTOWERTHERMAX
OutHINDPETROUCOBANKNIACL
+3 added -2 removed 21 retained 24 holdings
InTORNTPOWERJSLKALYANKJIL
OutGICRESUZLON
+2 added -1 removed 21 retained 23 holdings
InGODFRYPHLPPOLICYBZR
OutNLCINDIA
+2 added -4 removed 20 retained 22 holdings
InNIACLCUMMINSIND
OutPRESTIGEKALYANKJILBDLUNIONBANK
+4 added -5 removed 20 retained 24 holdings
InIOBUCOBANKOILGICRE
OutATGLGLAXOGMRAIRPORTFACTGODREJIND
+4 added -3 removed 21 retained 25 holdings
InIRBNHPCMEDANTAUNIONBANK
OutNIACLFLUOROCHEMNMDC
+3 added -1 removed 21 retained 24 holdings
InGLAXORVNLGODREJIND
OutGICRE
+2 added -3 removed 20 retained 22 holdings
InNATIONALUMFLUOROCHEM
OutTORNTPOWERIDEAMEDANTA
+3 added -5 removed 20 retained 23 holdings
InBDLHUDCOGMRAIRPORT
OutKPITTECHPHOENIXLTDOBEROIRLTYNAM-INDIAAUROPHARMA
+4 added -4 removed 21 retained 25 holdings
InNIACLATGLGICRETORNTPOWER
OutIOBRVNLMAHABANKGODREJIND
+5 added -3 removed 20 retained 25 holdings
InNLCINDIAKPITTECHPHOENIXLTDOBEROIRLTYHINDPETRO
OutPOLYCABESCORTSJSL
+2 added -3 removed 21 retained 23 holdings
InMEDANTAMOTILALOFS
OutUCOBANKHUDCOBANKINDIA
+4 added -1 removed 20 retained 24 holdings
InPRESTIGENMDCPOLYCABNAM-INDIA
OutSUPREMEIND
+1 added -5 removed 20 retained 21 holdings
InGODREJIND
OutGMRAIRPORTNMDCBHARATFORGLUPINNLCINDIA
+4 added -5 removed 21 retained 25 holdings
InIOBUCOBANKBANKINDIATATAINVEST
OutAPARINDSIDFCFIRSTBGLENMARKINDIANBMOTILALOFS
+5 added -3 removed 21 retained 26 holdings
InIDEARVNLBHELNMDCBHARATFORG
OutPOLYCABAJANTPHARMGODFRYPHLP
+3 added -5 removed 21 retained 24 holdings
InESCORTSGMRAIRPORTHUDCO
OutRVNLLTFAPLAPOLLONAM-INDIAPATANJALI
+5 added -5 removed 21 retained 26 holdings
InMOTILALOFSINDIANBAJANTPHARMGODFRYPHLPMAHABANK
OutHDFCAMCKEIEXIDEINDPOLICYBZRICICIPRULI
+5 added -3 removed 21 retained 26 holdings
InPOLYCABCOCHINSHIPSUPREMEINDLUPINAPLAPOLLO
OutDIXONM&MFINPAYTM
+4 added -6 removed 20 retained 24 holdings
InNLCINDIAHDFCAMCNAM-INDIAPOLICYBZR
OutTATACOMMASTRALTORNTPOWERPRESTIGEKPITTECHAPOLLOTYRE
+6 added -5 removed 20 retained 26 holdings
InKALYANKJILEXIDEINDBSEM&MFINSJVNPATANJALI
OutHUDCONLCINDIAGICREAUBANKPOLYCAB
+5 added -4 removed 20 retained 25 holdings
InTATACOMMPAYTMICICIPRULITORNTPOWERPRESTIGE
OutSONACOMSSBICARDPOWERINDIAM&MFIN
+4 added -6 removed 20 retained 24 holdings
InSUZLONDIXONNLCINDIALTF
OutUCOBANKMAHABANKSYNGENEPRESTIGEABCAPITALGMRAIRPORT
+5 added -6 removed 21 retained 26 holdings
InASTRALAUBANKSBICARDPOWERINDIAM&MFIN
OutINDIANBGODREJPROPUNIONBANKBLUESTARCOIGLOIL
+7 added -7 removed 20 retained 27 holdings
InHUDCOSONACOMSIDFCFIRSTBGICREAPOLLOTYRESYNGENEPRESTIGE
OutPOLICYBZRLINDEINDIACUMMINSINDGODFRYPHLPDALBHARATKALYANKJILSUPREMEIND
+7 added -3 removed 20 retained 27 holdings
InGVT&DMAHABANKGODREJPROPGMRAIRPORTKEIIGLPOLYCAB
OutBANKINDIAPERSISTENTAPOLLOTYRE
+3 added -2 removed 20 retained 23 holdings
InAUROPHARMAGLENMARKDALBHARAT
OutPOLYCABBHEL
+2 added -3 removed 20 retained 22 holdings
InBANKINDIAAPOLLOTYRE
OutAPLAPOLLOM&MFINMAHABANK
+1 added -3 removed 22 retained 23 holdings
InBHEL
OutBANKINDIAIOBAPOLLOTYRE
+4 added -5 removed 21 retained 25 holdings
InPOLICYBZRPOLYCABLINDEINDIAAPLAPOLLO
OutGICREBHELIDFCFIRSTBHUDCOIRB
+5 added -3 removed 21 retained 26 holdings
InKPITTECHM&MFINSUPREMEINDBLUESTARCOCUMMINSIND
OutNIACLMFSLYESBANK
+3 added -1 removed 21 retained 24 holdings
InPERSISTENTIDFCFIRSTBOIL
OutCOCHINSHIP
+1 added -1 removed 21 retained 22 holdings
InMFSL
OutSUZLON
+1 added -3 removed 21 retained 22 holdings
InYESBANK
OutIDBITATAINVESTSJVN
+4 added -4 removed 20 retained 24 holdings
InNIACLSUZLONGICREIRB
OutIDFCFIRSTBATGLBDLNHPC
+3 added -2 removed 21 retained 24 holdings
InABCAPITALFACTIDBI
OutTIINDIAFEDERALBNK
+3 added -4 removed 20 retained 23 holdings
InHUDCOIOBSJVN
OutPATANJALISCHAEFFLERKPITTECHFLUOROCHEM
+4 added -5 removed 20 retained 24 holdings
InBANKINDIAMAHABANKUCOBANKJSL
OutESCORTSINDUSINDBKPHOENIXLTDAIAENGASTRAL
+5 added -0 removed 20 retained 25 holdings
InGODFRYPHLPBHELNHPCRVNLUNIONBANK
+0 added -5 removed 20 retained 20 holdings
OutSUZLONKEIBHELGVT&DYESBANK
+4 added -6 removed 21 retained 25 holdings
InCOCHINSHIPFLUOROCHEMKPITTECHESCORTS
OutIDBIPIINDOBEROIRLTYTORNTPOWERTATACOMMTHERMAX
+6 added -6 removed 21 retained 27 holdings
InTATAINVESTPATANJALIKEIBHELFEDERALBNKINDIANB
OutIRBFLUOROCHEMJKCEMENTAPLAPOLLOSBICARDCOROMANDEL
+6 added -5 removed 21 retained 27 holdings
InKALYANKJILSUZLONIDBIASTRALTATACOMMTHERMAX
OutFEDERALBNKLINDEINDIACUMMINSINDDALBHARATSRF
+5 added -4 removed 21 retained 26 holdings
InIRBJKCEMENTAPLAPOLLOGVT&DTORNTPOWER
OutM&MFINUNOMINDAINDIANB360ONE
+5 added -8 removed 20 retained 25 holdings
InYESBANKINDUSINDBKIDFCFIRSTBOBEROIRLTYSRF
OutASHOKLEYENDURANCETHERMAXHEROMOTOCOPOWERINDIAPATANJALIKEICRISIL
+8 added -4 removed 20 retained 28 holdings
InFEDERALBNKCUMMINSINDINDIANBPIINDSBICARDDALBHARATAPOLLOTYRE360ONE
OutOILBSENHPCCONCOR
+4 added -2 removed 20 retained 24 holdings
InTIINDIAENDURANCELINDEINDIAUNOMINDA
OutBALKRISINDINDIANB
+1 added -5 removed 21 retained 22 holdings
InCONCOR
OutNLCINDIALINDEINDIAPETRONETAPOLLOTYRESUZLON
+5 added -4 removed 21 retained 26 holdings
InAPARINDSAIAENGOILBALKRISINDINDIANB
OutGVT&DTIINDIAKPITTECHKPRMILL
+5 added -3 removed 20 retained 25 holdings
InPETRONETHEROMOTOCOAPOLLOTYREPHOENIXLTDASHOKLEY
OutAPLAPOLLOGODFRYPHLPLTF
+2 added -7 removed 21 retained 23 holdings
InCOROMANDELPATANJALI
OutCUMMINSINDSRF360ONEBLUESTARCONATIONALUMAUBANKIRB
+7 added -3 removed 21 retained 28 holdings
InGVT&DNLCINDIANHPCAPLAPOLLOGODFRYPHLPTIINDIASUZLON
OutPERSISTENTFACTPRESTIGE
+4 added -7 removed 20 retained 24 holdings
In360ONEBLUESTARCOM&MFINAUBANK
OutSUZLONESCORTSJSLLTTSOILUNOMINDAIRCTC
+6 added -1 removed 21 retained 27 holdings
InATGLLTFCUMMINSINDCRISILFACTPRESTIGE
OutBLUESTARCO
+1 added -1 removed 21 retained 22 holdings
InLTTS
OutTIINDIA
+2 added -1 removed 20 retained 22 holdings
InLINDEINDIABLUESTARCO
OutPRESTIGE
+1 added -5 removed 20 retained 21 holdings
InTIINDIA
OutFACTAUBANKLTTSFEDERALBNKGMRAIRPORT
+4 added -5 removed 21 retained 25 holdings
InPOWERINDIABDLNATIONALUMPRESTIGE
OutIDEACOFORGETIINDIAAPARINDSATGL
+5 added -2 removed 21 retained 26 holdings
InFACTOILAUBANKLTTSFEDERALBNK
OutAPLAPOLLOMPHASIS
+1 added -1 removed 22 retained 23 holdings
InSUZLON
OutPOWERINDIA
+3 added -3 removed 20 retained 23 holdings
InAPLAPOLLOAPARINDSSCHAEFFLER
OutGODREJPROPUNIONBANKOBEROIRLTY
+2 added -3 removed 21 retained 23 holdings
InIDEAPOWERINDIA
OutIDBIINDIANBOIL
+4 added -3 removed 20 retained 24 holdings
InESCORTSTHERMAXUNOMINDACOFORGE
OutLTTSIDEANATIONALUM
+2 added -5 removed 21 retained 23 holdings
InKPITTECHTIINDIA
OutLINDEINDIADEEPAKNTRGODFRYPHLPPRESTIGEINDUSTOWER
+4 added -2 removed 22 retained 26 holdings
InUNIONBANKINDIANBBSENATIONALUM
OutKPITTECHPOLYCAB
+4 added -4 removed 20 retained 24 holdings
InIDBIOBEROIRLTYGODFRYPHLPIRB
OutPOWERINDIACOFORGEDALBHARATNATIONALUM
+4 added -7 removed 20 retained 24 holdings
InGODREJPROPINDUSTOWERKEIGMRAIRPORT
OutTATAELXSIBSESCHAEFFLERFORTIS360ONEOFSSJUBLFOOD
+6 added -3 removed 21 retained 27 holdings
InIDEAPOLYCABPOWERINDIAPRESTIGEDALBHARATOIL
OutSAILGUJGASLTDAPLAPOLLO
+4 added -3 removed 20 retained 24 holdings
InLINDEINDIAFORTISOFSSJUBLFOOD
OutAPARINDSUNOMINDAIOB
+3 added -5 removed 20 retained 23 holdings
InIRCTCDEEPAKNTR360ONE
OutMOTILALOFSIRBDALBHARATCRISILSUZLON
+5 added -5 removed 20 retained 25 holdings
InLTTSAPARINDSSCHAEFFLERUNOMINDASRF
OutPATANJALIPOLYCABOILFACTKEI
+5 added -2 removed 20 retained 25 holdings
InMOTILALOFSJSLDALBHARATNATIONALUMMPHASIS
OutBHELINDIANB
+1 added -6 removed 21 retained 22 holdings
InOIL
OutUPLNMDCDEEPAKNTRPOWERINDIANATIONALUMCONCOR
+6 added -5 removed 21 retained 27 holdings
InIRBCRISILIOBAPLAPOLLOGUJGASLTDCOFORGE
OutDALBHARATBALKRISINDMOTILALOFSLINDEINDIAMAHABANK
+4 added -5 removed 22 retained 26 holdings
InKEISUZLONPOLYCABCONCOR
OutJSLAPLAPOLLODIXONTHERMAXTIINDIA
+6 added -3 removed 21 retained 27 holdings
InPATANJALIBSEUPLINDIANBBALKRISINDMOTILALOFS
OutCUMMINSINDASTRALGUJGASLTD
+4 added -0 removed 20 retained 24 holdings
InNMDCNATIONALUMBHELPOWERINDIA
Initial portfolio 20 holdings
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