Name: GoalFi Tourism & Travel Theme
Brand: GoalFi
SKU: GOALNM_0016
Price: 111911 INR
Availability: InStock

Nifty 500 Index

The universe is the tourism and travel value chain: hotels and resorts, airlines and airport operators, online travel platforms, and hospitality and food-service businesses whose demand is driven by travel. Companies qualify on where their demand originates, not on sector labels.

Selection follows the strength of the demand driver rather than a price factor. The measures are occupancy and average room rates for hospitality, passenger traffic and load factors for aviation, and booking growth for platforms, read together with operating leverage, since this is a high-fixed-cost sector where incremental demand falls through to profit.

The portfolio holds 10 companies with the most direct exposure to travel demand. Companies with only incidental exposure are excluded even where the score is high. Constituents must clear a minimum traded-value floor and carry no exchange surveillance flag.

Factor-weighted, so the strongest scores carry the largest positions, with a 15% cap per stock. The cap is set against the holding count: in a 10-stock book a larger position would be single-name risk rather than a conviction expression. Reviewed and rebalanced quarterly. The underlying measures move with reported financials, so a quarterly cycle matches the pace at which the data changes and keeps turnover low.

This smallcase will be rebalanced on an as-needed basis

GoalFi Tourism & Travel Theme

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

A 10-stock portfolio of hotels, airlines and travel platforms driven by travel demand.

GoalFi Tourism & Travel Theme

Overview

Stocks & ETFs