MWT (Mystic Wealth Tortoise)

MWT (Mystic Wealth Tortoise)

by Mystic Wealth

Overview

ETFs & Weights

MWT is a simple way to participate in growth of a country while taking care of downside risk and asset allocation.

Investment Rationale

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.

About the Manager

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

Min. Amount

₹ 971

Minimum Investment Amount

It is the least amount required to invest in all stocks of this smallcase as per the weights

₹ 971

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