Weekly Update: 17th Sep.

WEEK that was

Barring Friday, (last trading day), Markets were on a rampage the entire week hitting new highs all across. We are in midst of a bull run. All our strategies had a positive week.


Here is a weekly update on our strategies.


MWM website gained 3.02% this week to close at 304.92% returns since inception. Current Drawdown is at -0.51%. Our Overall out performance to benchmarks is at 214%


This week will have 1 Exit and 01 Additions in Both MWM website and smallcase. But stocks are different as smallcase cannot include bse only stocks.


You need to subscribe to this newsletter in order to receive Rebalance update in advance. Please read this blog detailing the rebalance process.


Smallcase is up 100.92% year on year and  Up 3.1% Month on Month. You can download the smallcase excel sheet from here



#MWM is a 20 stock Automated, Multi-cap Model portfolio selected on the basis of Price momentum. It has broader market filters to sit in cash in bear markets.

If you want to know more about HOW momentum investing works, read our moneycontrol article

#MWM is a wonderful way to take “Momentum” factor exposure in your portfolio. The entire idea is to capture the Alpha, by falling lesser than the broader markets in bad days and be with fast movers in good days.



Mystic Wealth value has hit a new ATH at 130.20% returns since inception. Which is 20.19% CAGR. We have 10% still in cash. Strategy outperformance to benchmarks stand at 39.84%

This month MWV has gained 8%



This week will have NO changes Both MWV website and smallcase.



MWV is run by Dayanand Deshpande who is considered an authority on Special situation Investing in India. Over the years, Demergers as a theme has generated amazing wealth for our long term clients.

Checkout our MWV strategy page on website

Here, you can watch the webinar where Mr. Dayanand explains what is Spin-off investing.


Now you can Visit of DASHBOARD page to see LIVE snapshot of ALL 03 strategies. It is a 01 stop PAGE for everything at MysticWealth.


#MWO. MysticWealth Options:

Gap between Nifty and MWO increased this week as well, not because we fell but because Nifty rallied beautifully.


MWO is a Risk defined Option writing Model portfolio aimed at generating income from idle (cash/pledge). We aim to generate 18-25% annual return with around same drawdowns.

Our Current DD is at 15.64%. with a total return of 45.79% (8.67% CAGR)


You can know more about MWO here.



Our recent Tweet thread detailed the amazing podcasts we have done over the years explaining various factor investing nuances. Please have a look.

Feel free to contact us at info@mysticwealth.in for any questions and concerns.


Have a great Weekend.