- Over 20 mutual-fund houses invested in the anchor book of the seemingly exorbitantly priced Lenskart IPO, and drew massive fire
- The furore even saw exhortations to market regulator Sebi to ban fund houses from participating in IPOs
- An analysis of five-year data shows that many of India’s biggest mutual-fund anchor-investing schemes are doing fine, despite the duds they bet on
- A mix of factors, including opportunistic plays, come together to show that the outrage is overdone
Enter your email address to receive a daily summary of all our stories.
Dalal Street has a new villain—mutual funds that bet their retail investors’ money in overpriced initial public offerings (IPOs).
The charge sheet isn’t short. The largest of the names, including SBI MF, HDFC MF, and ICICI Prudential MF, featured in the list of the 20-odd anchor investors in the recently concluded Rs 7,300 crore ($825 million) public issue of eyewear maker Lenskart. (Anchor investors are those who can buy into an IPO earlier than retail investors, so the company can signal that serious money has already shown up.)
It caused outrage, and some even
Mutual fund houses, in particular, were
Many feel fund managers are violating their fiduciary duty to investors. They manage other people’s money for a fee, and are supposed to make every rupee count. So an investor’s returns should not be put at risk in questionable and overvalued IPOs. Fair?
Except the numbers nudge in the opposite direction.
The Ken parsed through IPO data from nearly the last five years and mutual-fund performances separately, and found that several schemes that bet big on anchor investing had delivered on the metric that investors care the most about: returns. This, despite putting money in costly IPOs and in those that lost money.
“There’s nothing to complain about,” said a former fund manager.
For many, the question is not about the output; it’s about the optics of the input.
Credits
Written by Anand Kalyanaraman
Edited by Abhijith S Warrier
Lede illustration by Kavipriya OG
Share this article with your network
Send the article link to friends or colleagues who might find this story interesting or insightful.
Send the article link to friends or colleagues who might find this story interesting or insightful.