The Tata Nifty India Tourism Index Fund is designed for investors looking to capitalize on the growth potential of India's tourism sector. With a focus on companies that are integral to this vibrant industry, this fund offers a strategic opportunity to diversify your portfolio. It matters because tourism is a key driver of India's economy, and investing here aligns with long-term growth prospects. This fund is ideal for those who believe in the recovery and expansion of travel and hospitality in India.

Focuses on India's booming tourism sector
Diversifies investment portfolio
Targets long-term growth opportunities
Ideal for investors seeking sector-specific exposure
Managed by Tata, a trusted name in finance

Investment Thesis

The Tata Nifty India Tourism Index Fund offers a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on the resurgence of the tourism sector in India.

Backed by Tata Group, ensuring trust and stability.
Digital services in tourism are rapidly expanding, creating growth opportunities.
Valuation metrics are favorable compared to similar funds, enhancing investment appeal.
Focus on diversified tourism-related assets mitigates risk.
Potential for high returns as tourism rebounds post-pandemic.

Opportunity vs Risk

Opportunities

Growing domestic tourism demand
Government support for tourism sector
Diversification in travel-related investments
Potential for high returns
Increased consumer spending on leisure

Risks ⚠️

Economic downturn impacts travel
Regulatory changes affecting tourism
Competition from other investment options
Pandemic-related travel restrictions
Fluctuating foreign exchange rates

Peer Perspective

Tata Nifty India Tourism Index Fund trades at a slight premium compared to peers like SBI Nifty Index Fund and ICICI Nifty Index Fund. A rerating could occur with sustained growth in tourism and improved margin stability.

📊 Stock Investment Checklist (100 Points)

Tata Nifty India Tourism Index Fund(IDCW Payout) • Updated: 2025-10-01 07:28:41

10

Business
High

Tourism sector is recovering post-pandemic, but faces competition.
10

Growth
High

Moderate revenue growth expected as travel demand increases.
8

Profitability
High

ROE and ROCE are average, with fluctuating cash flows.
10

Valuation
High

Valuation metrics are in line with industry averages.
7

Balance
High

Debt levels are manageable, but liquidity is a concern.
6

Governance
Good

Promoter holding is stable, but transparency could improve.
5

Drivers
Good

Growth drivers exist, but execution risks are significant.
5

Technicals
Good

Market sentiment is mixed, with low liquidity.

Final Score & Verdict

Score 66 / 100 • Decent

The fund shows potential for growth as the tourism sector recovers, but faces challenges in profitability and execution risks.