Name: Mystic Wealth Value (MWV)
Brand: smallcase
SKU: MWNM_0003
Price: 300000 INR

Mystic Wealth is a SEBI-registered RA (Research Analyst). 
We are amongst the first in India to introduce the Momentum Factor and Value (Spin-off ) investing
Join us to get Evidence-based factor research in Momentum and Value.



Nifty Midsmallcap 400

Mystic Wealth Value (MWV)

Manish Dhawan

MWV is a Value based portfolio sniffing inefficiencies in SpinOffs. management change and GARP

All publicly traded companies on the National Stock Exchange of India, covering 90% market capitalization, are included in the universe

The mysticwealth team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective theme

Following parameters are considered while assigning weights to stocks in this smallcases<ul className="mt8"><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

Dayanand Deshpande has generated most of his ALPHA by sniffing multi-bagger opportunities in the inefficient world of Spin-offs and demergers. A thorough 8 Vantage point study is done on each opportunity before selection.

From 2011 to 2017, we have averaged upwards of 35% CAGR, thanks to some stellar picks like (majesco, Intellect, kaya, orient paper, orient cement, fel, etc) 2017 onwards, Value has been going through a slump. (12% CAGR) Markets are a cycle, Value will make a comeback. and MWV is a perfect vehicle to ride that.

The final screened stocks are then weighted according to the selected asset allocation algorithm

Mystic Wealth Value (MWV)

Mystic Wealth Value (MWV)

Overview

Stocks & ETFs

About the smallcase

Live Performance

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Understand smallcase costs and returns

About the Manager

Mystic Wealth

Mystic Wealth Value (MWV)

Mystic Wealth Value (MWV)

Overview

Stocks & ETFs

About the smallcase

Live Performance

Login to see the live performance and return

Understand smallcase costs and returns

Understand smallcase costs and returns

About the Manager

Mystic Wealth

Login to see the
live performance and return