IPO Allotment Document List/IPO Allotment Myths vs Reality

IPO Allotment Myths vs Reality


Introduction

IPO allotment can be confusing, and several misconceptions are common among investors applying to public issues.

This article separates common myths from reality to help readers better understand how IPO allotment works.


Myth 1: Applying Early Increases Allotment Chances

Many investors believe that applying early on the first day of the IPO improves chances of allotment.

In reality, allotment decisions are made only after the IPO closes, and SEBI rules prohibit giving preference based on submission time. All valid applications received at any time during the issue period have equal consideration.


Myth 2: Applying Through a Popular Broker Improves Chances

Some investors think that applying through a well-known broker increases their chances of receiving shares.

In reality, allotment is category-wise and system-driven. Brokers are not part of the allotment decision process, and all valid applications are treated equally regardless of broker.


Myth 3: Applying for Multiple Lots Guarantees Allotment

It is often believed that applying for more lots automatically increases the chance of allotment.

In reality, in most oversubscribed IPOs the retail category uses a lottery system where each valid application, whether single-lot or multiple-lot, gets one entry. Multiple lots do not necessarily improve selection probability.


Myth 4: Price Bids Above Cut-Off Improve Probability

Some investors believe that bidding above cut-off price will improve allotment chances.

In reality, cut-off bids are considered together, and any remaining shares are distributed to price bids proportionately. Bidding higher does not guarantee better probability beyond valid participation.


Myth 5: IPO Allotment Is Biased

Many retail investors feel that allotment is biased toward certain applicants or groups.

In reality, IPO allotment follows SEBI ICDR regulations, and computerized allotment mechanisms are audited and standardized to ensure fairness. There is no preferential treatment based on identity, broker, or timing.


Reality: All Valid Applications Matter

Only valid and compliant applications enter the allotment pool. Invalid applications (due to incorrect PAN, demat errors, duplicate submissions, or rule violations) are excluded before allotment.


Reality: Lottery and Proportionate Methods Are Rule-Based

When an IPO is oversubscribed in a category, allotment may be done through a computerized lottery (retail) or proportionate distribution (non-retail). These methods are defined in SEBI guidelines and executed by the registrar.


Reality: Probability Is Not Prediction

Probability estimates help investors understand allotment likelihood based on demand and supply, but they do not predict or assure the actual outcome.


Reality: Allotment Status Is Determined After IPO Closes

Allotment decisions are finalized only after the IPO issue period ends, subscription data is verified, and the registrar executes the allocation logic.


Key Takeaways

  • Allotment is not based on timing or broker choice
  • Multiple lots do not guarantee allotment
  • Price alone does not determine chances beyond compliance
  • Registrar processes allotment according to SEBI rules
  • Probability estimates are educational, not predictive

Final Note

Understanding myths and reality helps investors make more informed decisions and avoid misconceptions around IPO allotment.