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Bata India: These 5 mutual funds have the largest exposure

10 Jun , 2021   By : Kanchan Joshi


Bata India: These 5 mutual funds have the largest exposure

NEW DELHI : Bata India announced a dividend of Rs4 per share on Wednesday despite posting a net loss of Rs89.31 crore in FY2020-21. The company posted a net profit of 32.89 crore in FY2019-20. On a share price of Rs1,622.85 this works out to a dividend yield of just 0.24%.


According to data from Rupeevest, 75 mutual fund schemes have invested in Bata India as of 30 April 2021. The largest exposure as a share of assets is in Invesco India Focused 20 Equity Fund at 4.30% of AUM (Assets under Management). This comes to Rs1,006 crore. The top 5 mutual fund with exposure are:


Invesco India Focused 20 Equity Fund (4.30% of AUM)


Aditya Birla SL MNC Fund (3.30% of AUM)


IDFC Flexi Cap (2.61% of AUM)


DSP Midcap (2.31% of AUM)


Mirae Asset Greater Consumer Fund (2.09% of AUM)


The Bata India stock has delivered strong returns over the past 5 years with a CAGR of 24.15%. Over the past year however, it has lagged the S&P BSE Midcap Index delivering just 16.57% compared with 80.2% for the index. The scheme with the largest allocation to it Invesco India Focused 20 was launched in September 2020 and has delivered 35% returns since inception.


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