June 7, 2025
mayank
Motilal Oswal Nifty India Tourism ETF details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Performance Review of Fund Manager
- Should You Invest in this NFO?
- Invest Online
What is the Motilal Oswal Nifty India Tourism ETF Open Date, Close Date?
NFO opens on June 12, 2025
NFO will close on June 12, 2025
Investment Strategy for this NFO?
The scheme is to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by Nifty India Tourism Index, subject to tracking error.
Basic Details
| Fund House | Motilal Oswal Mutual Fund |
| Issue Open | 12 June 2025 |
| Issue Close | 12 June 2025 |
| Type | Open-ended |
| Category | Equity: Thematic |
| Min. Investment(Rs) | 500 |
| Plans | Growth |
| Lock-in Period | NA |
| Exit Load | 0 |
| Riskometer | Very High |
| Benchmark | Nifty India Tourism TRI |
About Benchmark Index for this NFO?
Nifty India Tourism Index aims to track the performance of stocks from the Nifty 500 Index which represent the travel and tourism theme. The largest 30 stocks from eligible basic industries are selected based on 6 month average free-float market capitalization. The weight of each stock in the index is based on its free-float market capitalization.
Nifty India Tourism Index can be used for a variety of purposes such as benchmarking fund portfolios, launching of index funds, ETFs and structured products.
Index Variant: Nifty India Tourism Total Returns Index.
Portfolio Characteristics
| Methodology | Periodic Capped Free Float |
| No. of Constituents | 14 |
| Launch Date | June 18, 2024 |
| Base Date | April 01, 2005 |
| Base Value | 1000 |
| Calculation Frequency | Real-Time |
| Index Rebalancing | Semi-Annually |
Fund Managers of Motilal Oswal Nifty India Tourism ETF
1) Swapnil P Mayekar
Education: Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience: Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
2) Rakesh Shetty
Education: Mr. Shetty has done B.Com
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
3) Dishant Mehta
Education: Bachelors of Science (B.SC)
Experience: Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies
AMC
Motilal Oswal Asset Management Company Ltd.
Address: Motilal Oswal Towers – 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai – 400025
Website: http://www.motilaloswalmf.com
Registrar & Transfer Agent
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: https://mfs.kfintech.com/mfs/
Review for Motilal Oswal Nifty India Tourism ETF @ sahifund.com by Paresh Gordhandas, C.A., Research Analyst
[ A ] Benchmark Performance of Nifty India Tourism TRI
Performance
| Index Returns (%)# | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | 4.13 | -2.56 | 10.93 | 33.34 | 11.44 |
| Total Return | 4.13 | -2.52 | 11.20 | 33.62 | 12.14 |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | 22.92 | 22.61 | 26.34 |
| Beta (NIFTY 50) | 1.08 | 1.03 | 0.88 |
| Correlation (NIFTY 50) | 0.73 | 0.67 | 0.70 |
Fundamentals
| P/E | P/B | Dividend Yield |
| 66.8 | 16.16 | 0.23 |
Top constituents by weightage
| Company’s Name | Weight(%) |
| InterGlobe Aviation Ltd. | 20.68 |
| Indian Hotels Co. Ltd. | 18.05 |
| GMR Airports Ltd. | 14.17 |
| Jubilant Foodworks Ltd. | 11.72 |
| Indian Railway Catering And Tourism Corporation Ltd. | 10.71 |
| Sapphire Foods India Ltd. | 3.53 |
| EIH Ltd. | 3.44 |
| Lemon Tree Hotels Ltd. | 3.23 |
| Devyani International Ltd. | 3.16 |
| Chalet Hotels Ltd. | 3.07 |
Note on Benchmark Performance:
India’s tourism industry holds immense potential due to its rich cultural heritage, diverse landscapes, and historical landmarks. From the Himalayas to coastal beaches, spiritual centers, and wildlife sanctuaries, India offers varied experiences for all types of travelers. The government’s initiatives like “Incredible India” and infrastructure development are boosting international and domestic tourism. Emerging segments such as wellness, eco-tourism, and adventure tourism further enhance its appeal. With a young workforce and growing digital connectivity, the sector is poised for strong growth. Sustainable practices and improved safety can help India become a top global tourist destination, significantly contributing to the economy.
Nifty India Tourism Index aims to track the performance of stocks from the Nifty 500 Index which represent the travel and tourism theme. The largest 30 stocks from eligible basic industries are selected based on 6 month average free-float market capitalization.
The index has provided impressive returns of 33.62% pa during last 5 years and now in the coming 3/5 years, the tourism sector and its constituent scrips are expected to perform exceedingly well.
[ B ] Performance Review of the Fund Managers of this NFO
Past Performance of Swapnil P Mayekar
| Fund | Motilal Oswal Nifty 50 ETF | It’s Benchmark | Motilal Oswal Nifty Midcap 100 ETF | It’s Benchmark |
| 1 Year | 10.68 | 9.94 | 13.17 | 10.87 |
| 3 Year | 15.92 | 16.99 | 28.84 | 26.58 |
| 5 Year | 21.03 | 22.00 | 33.47 | 32.13 |
| 7 Year | 14.06 | 14.71 | 18.72 | 18.93 |
| 10 Year | 12.73 | 13.68 | 16.93 | 18.32 |
As on 07-6-2025
Past Performance of Rakesh Shetty
| Fund | Motilal Oswal BSE Low Volatility ETF | It’s Benchmark | Motilal Oswal BSE Enhanced Value ETF | It’s Benchmark |
| 1 Year | 3.57 | 10.72 | 4.01 | 9.23 |
| 3 Year | 18.24 | 18.15 | — | — |
| 5 Year | — | — | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 07-6-2025
Past Performance of Dishant Mehta
| Fund | Motilal Oswal BSE Healthcare ETF | It’s Benchmark | Motilal Oswal BSE Low Volatility ETF | It’s Benchmark |
| 1 Year | 21.32 | 21.69 | 3.57 | 10.72 |
| 3 Year | — | — | 18.24 | 18.15 |
| 5 Year | — | — | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 07-6-2025
Note on Fund Managers’ performance
Three fund managers associated with this fund are well experienced, yet the schemes managed by them selected on random basis have not performed well and many a times, their returns are below the performance of the benchmark index.
[ C ] My Review
While the historical performance of the three fund managers has been modest, the sector targeted by this fund holds significant growth potential over the next 2 to 3 years. Additionally, as this is an Exchange Traded Fund (ETF), the fund managers will have limited discretion in stock selection, as the portfolio will mirror the underlying index. Given the promising outlook for the sector and the passive nature of the ETF, we believe this New Fund Offer (NFO) presents a compelling investment opportunity. We recommend considering this NFO with a medium-term investment horizon of at least 3 years.
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Is it good to invest in Motilal Oswal Nifty India Tourism ETF NFO?
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