Name: MWM (MysticWealth Momentum)
Brand: smallcase
SKU: MWMO_0002
Price: 53068 INR

Mystic Wealth is a Boutique Investment advisory with multi disciplinary model to money management.
We run Model portfolios in Momentum and Value

FPJ-Ed: IDOl, BSE sign two MoUs with prospect for education and employment opportunities

QPort Momentum All Cap

Power of Dual Momentum with Tactical Asset Allocation

Ideabag

Ideabag contains a basket of quality stocks based on value investing principle.

Smallcase TEst

AlphaBets

Harvesting momentum and low vol factor returns, from mid and small cap universe, using a systematic rules based strategy.

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Invest in companies with High Dividend Yield and Opportunities of Capital Appreciation "High Quality at Right Price"

MWM (MysticWealth Momentum)

An Automated Momentum Model Portfolio of 20 stocks. Recommended size (2-20 lakhs) 

Saatvic

Curated, Conscience-friendly portfolio for 'Socially Responsible Investors'

Curate

Cap-agnostic, 'actively' managed strategy with focus on 'consistent compounding'

Omni SuperStox – SuperNormal MultiCaps

A SuperNormal portfolio of Capital Multipliers – The best of India Inc.

Quality Smallcap - Smart Beta

Quality smallcap stocks with positive momentum trends

Weekend Mi Evergreen

Momentum based asset allocation between Equity & Gold

Omni Capital Enablers

Capital Market companies that are enabling large infrastructure capitalization

Equity & Debt

A unique 2-in-1 portfolio of equity & debt suitable for low risk wealth creation

MAE Wealth Generator

Identifies undervalued companies and invest them at early stage to create the wealth in the Long Run

MAE Value Basket

Aggressive Risk Category Investors, MAE Value Basket primarily invests in Small Cap Stocks

Earth

Portfolio of stocks with great potential for returns over a long period of time. Flexi cap strategy.

short term

Sapien Digit

GOAL FINANCING (open-ended/ aspirational) over the short-term using Quantamental Investing®.

GALAXY

The portfolio is a galaxy of fundamentally strong stocks with huge growth potential.



Mi35

up to 35 stock Momentum Portfolio on Small cap stocks. Rec size 3.5-15L. CAGR>25%

Mi20

20 stock Rotational Momentum Portfolio on Mid and Small cap stocks. Recommended size 1-5L. CAGR>25%

FRNDS Sapien Digit

FMLY Sapien Digit

INT Sapien Digit

QC_S50

Quantitative S50: A concentrated momentum portfolio of 50 stocks from the Nifty-SMLCAP 250 Index

AAA NEXT Generation

Portfolio of companies that are big beneficiaries of secular trends in the technology sector

MY PRECIOUS

The smallcase is carefully selected names that have longevity of growth & are reasonable valued

Cruise

Algorithm to spot stocks in high momentum and  fundamental filter to shortlist based on quality

Omni Super Global

Leaders of Global Equities with the Best of India Inc.

Two MoUs were signed On November 27, between the Institute of Distance and Open Learning, Mumbai University, and the BSE Institute Limited of the Bombay Stock Exchange. The memorandum targets education and employment opportunities for students. It has been signed by Prof. Sudhir Puranik and Managing…

Paytm Q2 results: Revenue jumps 64%, net loss up by 8%

Paytm’s net loss increased by over 8% to Rs 473 crore during the period under review, as per stock exchange filings made by the firm to BSE.

Airtel withdraws extra data benefit in-app coupons on certain packs to avoid confusion

Digital Inclusion

Companies spearheading and benefitting from the digital revolution in India

Mi_MT_Allcap 

20 stocks popular momentum all cap portfolio | Universe Mktcap > 1000 cr | Recommended size 5-15L

Steady

A portfolio that invests in large, growth oriented companies with strong fundamentals. Maintains relatively low portfolio risk.  

Balanced

An actively managed portfolio that invests in large and medium size growth oriented companies.

PRAGATI

Take your first step in equity investment. To invest in equity is to invest in the future of a business enterprise. 

Aggressive

A portfolio that invests in high-growth companies with sound fundamentals.

IIFL Select Alpha PMS

Multicap actively managed concentrated portfolio 

Bharosa Club Top 150

Top Down + Bottom Up Fundamental Research

Kalpavriksha

This portfolio invests in large & mid cap companies, having leadership position in their businesses.

Samruddhi

Portfolio of growth oriented  companies having a sound management and proven historical track record

RoboCapital high growth 

RoboCapital High Growth small case is bouquet of high earnings growth stock with majority portfolio in small cap.

Bharosa Club Top 150 Lite

Excludes stocks over Rs 5000. Transparent Algorithm and Backtest. Read Blog before investing.

RoboCapital High Growth - AUM Based plan 

RoboCapital High Growth small case is
bouquet of high earnings growth stock
with majority portfolio in small cap.


Nifty Big Basket

This Kristal invests in a basket of stocks which are driven by consumer demand.

ESG Core Portfolio

Safeguarding environmental, social and governance concerns along with share holder value creation

21G Long Term Wealth Creation

"Stocks that live to tell their story" in the long-term period are strategically picked!

Midas Basket

A basket of large-cap stocks with diversified sectoral exposure

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Coronavirus (COVID 19) has triggered a lifetime opportunity to invest in the best Index stocks at a bargain. Accumulate! 

SmartNIFTY Index

Invest in the best 20-25 NIFTY Index stocks to ensure outperformance (Rec amt 10-15 lakhs)


Early Bird Assorted Basket

A basket of stocks across banking insurance and telecom sectors

FiveCap Bluechip Strategy

Smallcase contains 10-15 blue-chip large cap quality stocks using quantitative investing methods

Tamohara India Opportunities Strategy

Tamohara SIP Portfolio

Old Pine Multibagger Portfolio

Long only portfolio with a combination of core satellite allocation and a momentum strategy

Equity Alpha Plus

Benefit from investments in a concentrated portfolio of market leaders run by quality management

SIP Portfolio

Value Portfolio

A Techno-Fundamental Based Value Investing philosophy driven portfolio for Moderate Risk Investors

Mi_LT_CNX200

prodtest

New Year Picks 2021

subscription flow

WCFA Long Term Equity Portfolio

A blend of Value and Growth stocks aiming capital appreciation over a long period of time. 

Mi30

30 stock Momentum portfolio from CNX500 universe. Recommended size 10-25L. CAGR>20%

Bluechips

NS Multi Cap

India's oldest IAP investing in a diversified set of shares using the 'Growth-in-Value' philosophy.

NS Industry Leaders

NS Industry Leaders Theme identifies companies
that are leaders of their respective industry.

Classical Investing

This is about pure investment with some underweight stock identification.

Wealth Maximizer

Curated portfolio for age profile <35, invstmt horizon min 5-8yrs. High Risk High Return.

WHALE INVESTMENTS

Long term Wealth Creation

Stocks picked with a long term view, compounders

All Time ModPort

ModPort is a dynamic allocator b/w asset classes such as equity, gold, RE and alternate investments

Axis Top Picks

“Best Buy Now” high conviction ideas by Axis research team

SmartNIFTY Index (AUM Plan)

This portfolio invests in the best 25 NIFTY Index companies which helps you outperform the Index

India Core Equity (Large Cap)

A large cap strategy designed for systematic wealth creation of long term investors.

Trial2

MOSt Signature

Top Ideas from Motilal Oswal Research Desk

My-Index SmartNIFTY Index

This portfolio invests in the best 20-25 NIFTY Index companies which helps you outperform the Index

Core portfolio comprising of high quality, very large cap, large cap & emerging large cap companies.

FUSION PORTFOLIO

CLOVEK PERSEVERANCE

Perseverance is a top down portfolio approach with 65-75% investment in Nifty 50 companies.

Alpha 11

Investing in leaders of Indian equity markets which provide sustainable growth to their business. 

Dividend - Smart Beta

AlphaQuest by tarrakki

Well researched, high growth companies available at reasonable valuations.

Perseverance is a top-down portfolio approach with 65-75% investment in Nifty 50 companies.

Bluechip Fortius - Largecap NIFTY

Conservative BLUE-CHIP portfolio designed with less risk for out-performance. Rec Size: 3+ lac

Abakkus Smart FlexiCap 

Predominantly within Top 250 companies with select smaller companies to generate alpha

Value Investing Portfolio

The portfolio is focused on Value with Growth at a reasonable price, turnarounds, special situation


Alpha Core & Satellite

A selection of competitive stocks that aim to give you superior risk adjusted returns.

Bluechip Freedom (FREE)

FREE Quant Bluechip Portfolio of stocks+ETF with potential to out-perform NIFTY. Rec Size:1+ lakh

The Wall

A portfolio of high RoE companies with strong corporate governance. Free access for a limited period

Master Blaster

A basket of large-cap stocks with diversified sectoral exposure. Free access for a limited period

Abakkus Smart Premier League

Bluechip Freedom - Largecap

Ultra Low Cost Quant Bluechip Portfolio of stocks+ETF to out-perform NIFTY. Rec Size:1+ lakh

Volatility Guard

This Smallcase invests in top Defensive stocks that will protect portfolio from volatility.

Real Value Investing 

Focus on trending bluechips shortlisted through stringent benchmarking & valuation process. 

Kedia's Consumption Basket

Student & Early Earner portfolio 

Small denomination model portfolio using which an investor can start building his/her stock portfoli

Technical Portfolio - Large (TP-L30)

A concentrated technical portfolio of 30 stocks from the Nifty 100 Index

FG-HUM [First Global Human + Machine Model]

Portfolio of 25-30 stocks, based on FG’s Human + Machine Model, to simplify your equity investing.

Samvat 2078 - Large Cap

Well-known companies that are expected to provide reasonable returns and stability to your portfolio

Diwali Muharat Portfolio

EVERGREEN TRENDING 

Triumph – 30 Daily [Triumph-P30.D]

30 stocks portfolio reviewed daily. Recommended size 35-150L. CAGR>20%. Risk<10%.

Triumph – 25 Daily [Triumph-P25.D]

25 stocks portfolio reviewed daily. Recommended size 75-350L. CAGR>25%. Risk<15%.

Triumph – 20 Daily [Triumph-P20.D]

20 stocks portfolio reviewed daily. Recommended size 150-600L. CAGR>30%. Risk<15%.

ACE is a multi-cap portfolio and is designed on the back of our own 5G strategy.       

Alpha Leadership

Bluechip (Micro Investment)

Bluechip Micro investment portfolios designed by Quantace for investments up to 2 Lakhs

Alpha Wise & Smart

CRESCITA SWIFTY

CRESCITA SWIFTY is a strategy that invests in companies selected from NSE's leading benchmark index

Augmenta Diversified Hybrid Portfolio 

Amalgamation of different asset classes based on factor based models.

Invesys Largecaps

25 Stocks Momentum Portfolio from Nifty100 Universe

Airtel has withdrawn certain data benefit coupons it was offering through its app on some of the prepaid plans, a move it said will help "avoid any confusion" among consumers about the offer

MWM (MysticWealth Momentum)

Overview

Stocks & Weights

Why should you invest in this smallcase?

Past Performance vs

Equity Mid & Small Cap

About the Manager

Mystic Wealth