The fund home posted on social media platform X that, Often, we don’t touch upon particular person shares which will or might not be a part of our portfolios. Nonetheless, given the questions and considerations on social media over the past 24 hours, we felt it is very important share readability with our buyers.”
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Often, we don’t touch upon particular person shares which will or might not be a part of our portfolios. Nonetheless, given the questions and considerations on social media over the past 24 hours, we felt it is very important share readability with our buyers.
We’ve at all times been selective in…
— DSP Mutual Fund (@dspmf) October 31, 2025
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In its submit, DSP Mutual Fund mentioned that the fund home has been selective in collaborating in IPOs and that self-discipline will stay unchanged. The fund home additionally talked about that it solely invests if it has conviction throughout 4 dimensions.
The 4 dimensions embrace – sturdy and scalable enterprise, reliable promoters, demonstrated execution, and lastly valuations.
“It’s uncommon to seek out all 4 completely aligned on the identical time. Within the case of Lenskart, we like the primary three very a lot,” the fund home additional defined on the Lenskart IPO.On the valuation entrance of the Lenskart IPO, the fund home believes that companies related to retail, e-commerce are buying and selling costly, together with this particular enterprise.In response to the fund home, it doesn’t take money calls in most of its schemes and on this particular case, the fund home has trimmed a slower-growing, similarly-expensive place to make room for this funding.
“When valuations are stretched, we dimension our positions responsibly. In brief: there may be nothing new in our method whereas evaluating Lenskart,” the fund home mentioned.
The fund home additional knowledgeable that it’ll share extra detailed ideas within the annual letter.
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Lenskart IPO subscription
India’s largest eyewear retailer, Lenskart Options, launched its Rs 7,278 crore IPO for public subscription on Friday. Within the afternoon, the difficulty was totally subscribed, with over 10 crore bids acquired towards 9.97 crore shares on provide.
As of 5 pm on Day 1, the Lenskart IPO was subscribed 1.13 instances, cumulative information on the NSE confirmed. Retail Particular person Traders (RIIs) subscribed 1.31 instances of the 1.80 crore shares allotted to them. Non-Institutional Traders (NIIs) subscribed 41% of the two.71 crore shares on provide.
The IPO will stay open till November 4, with a value band of Rs 382–402 per share. It features a recent situation of Rs 2,150 crore and a proposal on the market of Rs 5,128 crore by current buyers, together with SoftBank, Kedaara Capital, and Temasek.
