Weekly Update.

WEEK that was

Markets are at new ATH. Large-caps have staged a revenge and are outperforming broader markets. Nifty out-performed mid and smallcaps this week as well. 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 1.73% this week to close at 298.59% returns since inception. Current Drawdown is at -2.06%. Our Overall out performance to benchmarks is at 211%


This week will have 2 Exit and 04 Additions in Both MWM website and smallcase.

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 111% year on year and  down 1.4% Month on Month.



The current marketcap composition of #MWM is as follows



#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 is very close to its ATH at  123.91% returns since inception. Which is 19.64% CAGR. We have 10% still in cash. Strategy outperformance to benchmarks stand at 36.38%



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.

Trend following strategies are going through a tough time and our Current DD is at 14.83%. with a total return of 47.20% (9.17% CAGR)

You can know more about MWO here.


In the education series, we discussed how to calculate rolling returns of a portfolio. Check it out below.


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


Have a great Weekend.