JM Financial Mutual Fund: IPO Anchor Investments
IPOs anchored
37
2026 latest
Amount invested
INR 483.36 crore
at the anchor price
Median gain at open
+4.34%
listing day, vs issue price
Opened above issue price
64.86%
share of these IPOs
At 30-day unlock
+1.81%
median, 34 IPOs
At 90-day unlock
+11.86%
median, 22 IPOs
Vs same-year IPOs
-5.01
percentage points; median gap at open
All 37 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% | 2 | +21.36% | +26.68% | – | – |
| Bonfiglioli Transmissions | 23 October 2026 | 5 | 0.66% | 1 | 0% | -1.96% | – | – |
| Fusion CX | 22 October 2026 | 14.90 | 4.72% | 3 | +5.54% | +0.22% | – | – |
| Varmora Granito | 29 September 2026 | 15 | 7.06% | 4 | +4.73% | +2.83% | -16.88% | – |
| Hero Motors | 23 September 2026 | 34 | 11.33% | 3 | -2.38% | +17.14% | +46.08% | – |
| Rentomojo | 17 September 2026 | 5 | 1.33% | 2 | +19.42% | +32.24% | +37.90% | – |
| ARCIL | 17 September 2026 | 10 | 4.55% | 2 | 0% | -1.42% | +0.40% | – |
| ESDS Software | 4 September 2026 | 8 | 3.70% | 1 | +76.46% | +111.75% | +217.58% | – |
| Lumino Industries | 3 September 2026 | 5 | 2.42% | 2 | +34.15% | +34.54% | +17.66% | – |
| Gaja Alternative | 26 August 2026 | 12.50 | 7.57% | 4 | +15.62% | +5.42% | -6.23% | – |
| Horizon Industrial Parks | 24 August 2026 | 40 | 3.43% | 5 | +0.42% | -3.07% | -12.10% | – |
| LEAP India | 14 August 2026 | 36 | 4.84% | 5 | +4.34% | -8.85% | -9.22% | – |
| Manipal Health | 5 August 2026 | 5 | 0.12% | 1 | +10.51% | +13.04% | +20.32% | – |
| SBI Funds Management | 21 July 2026 | 10 | 0.38% | 3 | +6.85% | +6.23% | -2.92% | -9.49% |
| Knack Packaging | 8 July 2026 | 5 | 3.81% | 1 | +10.59% | +7.64% | +25.50% | +11.12% |
| Shadowfax Technologies | 28 January 2026 | 6.91 | 0.81% | 1 | -9.19% | -11.31% | -5.54% | +25.01% |
| ICICI Prudential AMC | 19 December 2025 | 5 | 0.17% | 1 | +20.09% | +19.44% | +35.59% | +36.86% |
| Lenskart Solutions | 10 November 2025 | 5.02 | 0.15% | 1 | -1.74% | +0.27% | +1.47% | +12.60% |
| WeWork India | 10 October 2025 | 19.64 | 1.46% | 4 | +0.31% | -2.99% | -2.48% | -5.59% |
| M&B Engineering | 6 August 2025 | 10 | 3.43% | 2 | 0% | +6.14% | +8.04% | +17.84% |
| NSDL | 6 August 2025 | 10 | 0.83% | 1 | +10% | +17% | +55.22% | +40.72% |
| Travel Food Services | 14 July 2025 | 13.30 | 2.22% | 2 | +2.27% | -2.29% | -1.73% | +25.45% |
| HDB Financial Services | 2 July 2025 | 10 | 0.30% | 1 | +12.84% | +13.64% | +3.83% | +1.10% |
| Schloss Bangalore | 2 June 2025 | 40 | 2.54% | 1 | -6.67% | +0.13% | -6.86% | -8.82% |
| Ventive Hospitality | 30 December 2024 | 25 | 3.47% | 1 | +11.35% | +9.54% | +2.16% | +10.06% |
| Carraro India | 30 December 2024 | 15 | 4% | 2 | -7.53% | -9.63% | -26.92% | -55.53% |
| Suraksha Diagnostic | 6 December 2024 | 15 | 5.91% | 3 | -0.68% | -5.39% | -14.23% | -38.79% |
| OLA Electric | 9 August 2024 | 15 | 0.54% | 1 | 0% | +20% | +44.17% | -2.39% |
| Akums Drugs and Pharmaceuticals | 6 August 2024 | 5.10 | 0.62% | 2 | +6.77% | +17.27% | +22.75% | +23.99% |
| Allied Blenders and Distillers | 2 July 2024 | 5 | 1.11% | 1 | +13.88% | +13.13% | +11.44% | +22.79% |
| Aadhar Housing Finance | 15 May 2024 | 10 | 1.11% | 2 | 0% | +4.59% | +24.05% | +33.89% |
| R K Swamy | 12 March 2024 | 10 | 5.34% | 2 | -13.19% | -8.82% | -1.58% | -11.37% |
| Exicom Tele-Systems | 5 March 2024 | 20 | 11.23% | 3 | +86.62% | +58.42% | +42.04% | +121.90% |
| Credo Brands | 27 December 2023 | 7.98 | 4.84% | 1 | +0.84% | +11.50% | -9.70% | -35.89% |
| Tata Technologies | 30 November 2023 | 5 | 0.63% | 1 | +140% | +162.60% | +135.19% | +119.74% |
| Chemplast Sanmar | 24 August 2021 | 10 | 0.58% | 4 | +1.66% | -1% | +0.19% | – |
| UTI AMC | 12 October 2020 | 5 | 0.78% | 2 | -9.75% | -14.04% | -9.75% | – |
"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
- JM Value Fund (16)
- JM Small Cap Fund (14)
- JM Mid Cap Fund (12)
- JM Flexi Cap Fund (11)
- JM Large & Mid Cap Fund (7)
- JM Aggressive Hybrid Fund (4)
- JM ELSS - Tax Saver Fund (4)
- JM Multi Asset Allocation Fund (4)
- JM Large Cap Fund (2)
- JM CORE 11 FUND (1)
- JM Focused Fund (1)
- JM MULTICAP FUND (1)
- JM TAX GAIN 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.