Several blue-chip and mid-cap names across FMCG, pharma, finance, and industrials have announced dividend payouts, with record dates falling between November 3 and November 7, 2025.
A closer analysis shows that seven out of Kelas 15 portfolio stocks have delivered double-digit returns so far in FY26. We have highlighted these top performers along with three major laggards from his portfolio.
Morgan Stanley has updated its India Equity Strategy focus list. Reliance Industries and Varun Beverages are now included. Interglobe Aviation and Jubilant Foodworks have been removed. The firm favors large private sector companies in Financials, Consumer, and Industrial sectors. Reliance Industries' AI and green energy initiatives are highlighted. Varun Beverages' growth potential is also noted.
Sharpe ratio is a risk adjusted return measure. It measures the excess return over the risk free rate per unit of risk and is measured in terms of standard deviation. Here are top 5 gold commodity based funds with highest risk adjusted returns (Source: MF Screener).
The new fund offer or NFO of both the funds is open for subscription from October 31 and will close on November 4. The schemes will reopen for continuous sale and repurchase on November 10.
Lenskart's IPO is generating significant discussion. Deepak Shenoy, CEO of Capitalmind Asset Management, noted the drama and unpredictability of IPO markets, drawing parallels to Honasa's IPO. Lenskart's valuation has raised eyebrows, with some fund houses clarifying their investment decisions. The eyewear retailer's IPO opened for subscription recently.
Pine Labs, an Indian fintech company, has reduced its initial public offering size. Existing investors will sell fewer shares, and the company will raise less new capital. The IPO is scheduled for November 7 to November 11. This move comes as India sees a busy primary market with several other tech firms also planning listings.
