smallcase is played out
This smallcase is not being tracked and will not have any further rebalance updates
Reason for played out:
The underlying theme/model of the smallcase has played out and the smallcase will not be updated anymore
Minimum Investment Amount
₹ 971
About the 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 30% of the proceeds to gold 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.
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Understand smallcase costs and returns
smallcase is played out
This smallcase is not being tracked and will not have any further rebalance updates
Reason for played out:
The underlying theme/model of the smallcase has played out and the smallcase will not be updated anymore
Minimum Investment Amount
₹ 971