Helios: IPO Anchor Investments
IPOs anchored
24
2026 latest
Amount invested
INR 277.27 crore
at the anchor price
Median gain at open
+10.62%
listing day, vs issue price
Opened above issue price
75%
share of these IPOs
At 30-day unlock
+8.82%
median, 21 IPOs
At 90-day unlock
+16.99%
median, 18 IPOs
Vs same-year IPOs
+3.04
percentage points; median gap at open
All 24 IPOs Anchored
| IPO | Listed | Invested (INR crore) | Share of anchor book | Schemes | Gain at open | Gain at close | At 30-day unlock | At 90-day unlock |
|---|---|---|---|---|---|---|---|---|
| Jio Platforms | 28 October 2026 | 10 | 0.12% | 1 | +21.36% | +26.68% | – | – |
| Zetwerk | 23 October 2026 | 20 | 0.89% | 4 | +5.46% | -8.44% | – | – |
| Tonbo Imaging | 23 October 2026 | 11 | 4.31% | 3 | +65.71% | +61.97% | – | – |
| AceVector | 5 October 2026 | 20 | 10.58% | 2 | -11.50% | -18.50% | -43.94% | – |
| Rentomojo | 17 September 2026 | 13 | 3.46% | 2 | +19.42% | +32.24% | +37.90% | – |
| Gaja Alternative | 26 August 2026 | 10 | 6.06% | 1 | +15.62% | +5.42% | -6.23% | – |
| Caliber Mining | 24 July 2026 | 15 | 11.11% | 1 | +17.98% | +24.58% | +24.92% | +24.91% |
| SBI Funds Management | 21 July 2026 | 10 | 0.38% | 1 | +6.85% | +6.23% | -2.92% | -9.49% |
| Sedemac Mechatronics | 11 March 2026 | 18 | 5.52% | 4 | +13.54% | +7.33% | +20.87% | +75.05% |
| Shadowfax Technologies | 28 January 2026 | 6.91 | 0.81% | 1 | -9.19% | -11.31% | -5.54% | +25.01% |
| Amagi Media Labs | 21 January 2026 | 5 | 0.62% | 1 | -11.91% | -3.53% | +8.09% | +1.79% |
| ICICI Prudential AMC | 19 December 2025 | 5 | 0.17% | 1 | +20.09% | +19.44% | +35.59% | +36.86% |
| Park Medi World | 17 December 2025 | 10 | 3.62% | 2 | -1.98% | -8.67% | -7.61% | +14.29% |
| Physicswallah | 18 November 2025 | 20 | 1.28% | 3 | +33.03% | +42.42% | +21.16% | -7.93% |
| Jain Resource Recycling | 1 October 2025 | 13 | 2.31% | 3 | +14.25% | +37.09% | +67.14% | +69.48% |
| Urban Company | 17 September 2025 | 8.86 | 1.04% | 2 | +57.52% | +61.97% | +59.42% | +19.69% |
| Travel Food Services | 14 July 2025 | 7.13 | 1.19% | 2 | +2.27% | -2.29% | -1.73% | +25.45% |
| Ather Energy | 6 May 2025 | 23 | 1.72% | 2 | +2.18% | -5.83% | -0.90% | +9.14% |
| DAM Capital | 27 December 2024 | 5 | 1.99% | 1 | +38.87% | +46.68% | +0.62% | -11.53% |
| Swiggy | 13 November 2024 | 7.31 | 0.14% | 2 | +7.69% | +16.92% | +33.99% | -7.15% |
| Afcons Infrastructure | 4 November 2024 | 12 | 0.74% | 1 | -7.99% | +2.42% | +8.82% | -0.60% |
| Baazar Style Retail | 6 September 2024 | 5 | 2% | 1 | 0% | +2.83% | -1.44% | -13.03% |
| Brainbees Solutions | 13 August 2024 | 10.05 | 0.53% | 1 | +40% | +46.04% | +29.40% | +27.08% |
| Juniper Hotels | 28 February 2024 | 12 | 1.48% | 1 | +1.39% | +11.53% | +37.03% | +21.22% |
"At 30-day unlock" and "At 90-day unlock" compare NSE's official close on the first trading day on or after allotment + 30 and + 90 days (the first day the shares can be sold) with the issue price. "–" means there is no figure: the date has not come yet, the IPO opened before 1 April 2022 (no 90-day lock-in then), or its allotment date is not on record.
Schemes and Entities Used
- HELIOS FLEXI CAP FUND (12)
- HELIOS MID CAP FUND (10)
- HELIOS SMALL CAP FUND (10)
- HELIOS LARGE & MID CAP FUND (4)
- HELIOS BALANCED ADVANTAGE FUND (3)
- HELIOS INDIA EMERGING STAR FUND (2)
- HELIOS FINANCIAL SERVICES FUND (1)
- HELIOS INDIA LONG SHORT FUND (1)
Mutual fund schemes are shown under their current name in AMFI's scheme list; other names are as printed in each IPO's anchor allocation letter to the exchanges. Mainboard IPOs listed in 2018 to 2026 whose anchor allocation letter we could read and reconcile: 485 IPOs. See the methodology.