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.

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by Mystic Wealth

Past Performance vs 

Equity Large Cap

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Value of ₹ 100 invested once on
inception of this smallcase

Mar 19, 2007

would be
MWT (Mystic Wealth Tortoise)
₹ 448.70
Equity Large Cap
₹ 327.27
2008200920102011201220132014201520162017201820192020100200300400500

Launch

Past performance doesn't guarantee future returns & is inclusive of all rebalances. Download chart