Why should you invest in this smallcase?
MWT or Mystic Wealth tortoise is a Systematic way of investing in the indices with trend following overlay to cut down the downside risk.
- System allocates 15% of the proceeds to gold as part of its asset allocation strategy.
- System allocates 15% of the proceeds to Gilt fund as part of its asset allocation strategy.
- The remaining 70% is allocated to NiftyJunior.
- The trend following overlay ensures this 70% moves to Liquid debt fund in bear market.
The Trend following filter is considered every month.
Past Performance vs
Equity Large Cap
Mar 19, 2007
Past performance doesn't guarantee future returns & is inclusive of all rebalances. Download chart