Nifty 100 Index

MWT (Mystic Wealth Tortoise)

Manish Dhawan

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


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><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

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

The team does in-depth research to decide the criteria to be used for constituent screening

smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

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

MWT (Mystic Wealth Tortoise)

MWT (Mystic Wealth Tortoise)

smallcase is played out

Overview

ETFs & Weights

smallcase is played out