Name: Tourism Titans Theme
Brand: smallcase
SKU: GOALNM_0016
Price: 85000 INR

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Nifty 500 Index

Tourism Titans Theme

GoalZen Capital

Invest in India's booming tourism - hotels, rail, food, medical & religious travel, and more!

The smallcase focuses on companies benefiting directly from India’s tourism boom. The stock universe includes:<ul><li>Nifty constituents with significant revenue exposure to tourism-related industries.</li><li>Sectors Covered: Airlines, Hotels, Railways, Travel Services, Medical Tourism, Food Services, and Leisure.</li><li>Companies with a direct impact from domestic and international travel trends (e.g., aviation expansion, Maha Kumbh, medical tourism, and policy-driven tourism initiatives).</li></ul>

This smallcase employs a multi-factor approach to select high-quality tourism-related stocks. The key factors include:✅ Growth Factor: Companies with consistent revenue &amp; earnings growth linked to rising tourism trends.✅ Quality Factor: Firms with high profitability, low leverage, and strong return on equity (ROE).✅ Momentum Factor: Stocks showing price strength and sustained market leadership in the sector.✅ Macro &amp; Thematic Analysis: Evaluation of government policies, infrastructure investments, and consumer trends driving tourism growth.By integrating these factors, the portfolio prioritizes companies with sustained competitive advantages and strong financial health.

Each company must meet strict eligibility criteria to be included: 🔹 Financial Strength: Must meet growth &amp; quality factor thresholds, ensuring consistent profitability and low debt.🔹 Industry Leadership: Preference for market leaders and first movers in high-growth segments like medical and religious tourism.🔹 Stock Liquidity: Companies must have sufficient trading volume and market cap for smooth portfolio adjustments.

Factor-Weighted Allocation – Stocks are weighted based on a composite score derived from Growth, Quality, and Momentum factors.Sectoral Diversification – Ensures broad exposure across tourism-linked industries.Capping at 20% per stock – Prevents over-concentration in a single company. 📌 Quarterly Review &amp; Need-Based Adjustments based on:<ul><li>Factor-Based Score Changes: Stocks with declining quality or growth scores are replaced.</li><li>Industry &amp; Thematic Shifts: Adjustments based on policy changes, infrastructure investments, and seasonal tourism trends.</li><li>Market Dynamics &amp; Liquidity Constraints: Stocks failing to meet liquidity requirements or sectoral shifts may be removed.</li></ul>

This smallcase will be rebalanced on an as-needed basis

Tourism Titans Theme

Tourism Titans Theme

Overview

Stocks & ETFs