Porinju V Veliyath’s portfolio focuses on small-cap, high-risk turnaround stocks in real estate, infrastructure, and financials, while Ashish Kacholia’s diversified mid-cap portfolio spans hospitality, education, infrastructure, and manufacturing, emphasizing steady growth and strong fundamentals across multiple industries.
Content:
- Who is Porinju V Veliyath?
- Who is Ashish Kacholia?
- What is the Qualification of Porinju V Veliyath?
- What is the Qualification of Ashish Kacholia?
- Investing Strategies – Porinju V Veliyath vs. Ashish Kacholia
- Porinju V Veliyath Portfolio Vs Ashish Kacholia Portfolio Holdings
- Performance of Porinju V Veliyath Portfolio Over 3 Years
- Performance of Ashish Kacholia Portfolio Over 3 Years
- How to Invest in Porinju V Veliyath and Ashish Kacholia Portfolio Stocks?
- Porinju V Veliyath Portfolio Vs Ashish Kacholia Portfolio – Conclusion
- Porinju V Veliyath Portfolio Vs Ashish Kacholia Portfolio – FAQ
Who is Porinju V Veliyath?
Porinju V Veliyath, born on June 6, 1962, in Chalakudy, Kerala, is a well-known Indian investor and fund manager. He founded Equity Intelligence India, an asset management firm specializing in small and mid-cap stocks. With a net worth of ₹255.26 crore, he is often called “India’s Small-Cap King.”
Coming from a modest background, Porinju began his career as a floor trader at Kotak Securities before moving into portfolio management. His value investing approach focuses on identifying undervalued companies with strong fundamentals. Despite market fluctuations, his stock selection strategy has consistently delivered high returns, outperforming broader indices.
Ranked among India’s top investors, Porinju advocates for long-term wealth creation through contrarian investing. He has inspired many retail investors to pursue financial independence with disciplined strategies. His portfolio includes stocks in real estate, infrastructure, and manufacturing, highlighting his deep insights into India’s economic growth potential.
Who is Ashish Kacholia?
Ashish Kacholia is a renowned Indian investor known for his expertise in picking high-growth stocks, particularly in mid-cap and small-cap segments. He avoids media attention and prefers his portfolio to speak for itself, earning him the nickname “whiz-kid” of stock markets.
Kacholia began his career at Prime Securities before moving to Edelweiss. In 1995, he founded Lucky Securities and later co-founded Hungama Digital with Rakesh Jhunjhunwala in 1999. He started independently building his portfolio in 2003, focusing on diverse sectors like hospitality, education, and infrastructure.
As per the latest corporate filings, Kacholia publicly holds 40 stocks with a net worth exceeding ₹2,509.8 crore. His disciplined investment approach and ability to identify multibagger stocks have made him one of the most closely followed investors in India.
What is the Qualification of Porinju V Veliyath?
Porinju V Veliyath earned a Bachelor of Law (LLB) degree from Government Law College, Ernakulam. Despite lacking a formal finance background, he established a successful career as a trader, investor, and fund manager. His deep market insights and stock-picking expertise earned him widespread recognition in India’s investment community.
After completing his law degree, Porinju began his career as a floor trader at Kotak Securities in Mumbai. His hands-on experience in market operations and trading strategies helped him master fundamental and value investing, shaping his distinctive approach to portfolio management and stock selection.
He later founded Equity Intelligence India, an asset management firm specializing in small and mid-cap stocks. His investment philosophy focuses on identifying undervalued companies with strong growth potential. Today, he is widely recognized as a leader in contrarian investing, influencing retail investors and fund managers across India.
What is the Qualification of Ashish Kacholia?
Ashish Kacholia holds a degree in Commerce. His educational background laid a strong foundation for his career in the financial markets. With no formal training in finance, he built his expertise through hands-on experience and a passion for investing.
Kacholia’s qualification in commerce helped him develop a solid understanding of accounting, business management, and financial analysis. These skills enabled him to navigate the complexities of the stock market and identify investment opportunities early on.
Over time, Kacholia’s self-taught expertise and keen market instincts led to his success as an investor. His portfolio includes mid-cap and large-cap stocks, and he is known for his long-term value investing approach in the Indian stock market.
Investing Strategies – Porinju V Veliyath vs. Ashish Kacholia
The main difference between Porinju V Veliyath’s and Ashish Kacholia’s investing strategies lies in stock selection and sector focus. Porinju emphasizes small-cap, high-risk turnaround stocks, while Ashish focuses on mid-cap, high-growth companies with a diversified portfolio approach.
| Aspect | Porinju V Veliyath | Ashish Kacholia |
| Stock Focus | Invests primarily in small-cap, high-risk, turnaround stocks. | Focuses on mid-cap, high-growth stocks with strong fundamentals. |
| Sector Focus | Primarily invests in real estate, infrastructure, and financials. | Diversified portfolio across hospitality, education, infrastructure, and manufacturing. |
| Investment Style | Contrarian value investing approach with an emphasis on market inefficiencies. | Long-term growth investing with a focus on undervalued companies and sectoral diversification. |
| Risk Profile | High-risk, high-reward strategy focusing on underperforming sectors. | Moderate-risk strategy, targeting stable growth in emerging mid-cap sectors. |
Porinju V Veliyath Portfolio Vs Ashish Kacholia Portfolio Holdings
Porinju V Veliyath holds 12 stocks with a net worth of ₹244.1 crore, focusing on small-cap, high-risk turnaround stocks. Ashish Kacholia holds 41 stocks with a net worth of ₹2,858.4 crore, investing in mid-cap, diversified growth stocks across various sectors.
| Aspect | Porinju V Veliyath | Ashish Kacholia |
| Total Stocks Held | 12 | 41 |
| Net Worth | ₹244.1 Crore | ₹2,858.4 Crore |
| Top Holdings | Aurum Proptech, Kerala Ayurveda, RPSG Ventures | Xpro India, Safari Industries, Garware Hi-Tech Films |
| Sector Focus | Real estate, infrastructure, financials | Hospitality, education, infra, manufacturing |
| Stock Type | Small-cap, high-risk, turnaround stocks | Mid-cap, diversified, growth-focused stocks |
| Latest Buy | Aurum Proptech (0.50%) | Xpro India (0.46%) |
| Latest Sell | AeonX Digital Technology (-0.43%) | Universal Autofoundry (-4.73%) |
Performance of Porinju V Veliyath Portfolio Over 3 Years
Porinju V Veliyath’s portfolio has experienced moderate performance in the last three years, achieving a CAGR of around 14%. Despite volatility in his small-cap and mid-cap investments, stocks like Aurum Proptech and Kerala Ayurveda have seen strong returns. His portfolio value recently dropped by 13.7%.
While facing short-term fluctuations, his contrarian investment approach has led to notable gains in turnaround stocks. His real estate and infrastructure investments benefited from market cycles, though some of his financial sector holdings faced difficulties. Over three years, his portfolio grew by 52%, though it remains sensitive to broader economic shifts.
Porinju’s strategy of investing in undervalued, high-risk stocks continues to drive his performance. Despite some picks underperforming due to market sentiment, others made strong comebacks. Stocks like Aurum Proptech saw over 120% growth, demonstrating his knack for identifying potential multibaggers, even amid portfolio volatility.
Performance of Ashish Kacholia Portfolio Over 3 Years
Ashish Kacholia’s portfolio has experienced notable growth over the past three years, with key investments in mid-cap stocks in sectors like hospitality, education, infrastructure, and manufacturing. Despite facing a 10.4% decline recently, his portfolio has maintained strong long-term growth.
Stocks like Xpro India and Safari Industries have contributed significantly to his portfolio’s overall performance. Kacholia’s strategy of selecting fundamentally strong companies with high growth potential has consistently generated returns, making him one of India’s top investors, particularly in the mid-cap segment.
While Kacholia’s portfolio faced some volatility, his diversified approach across multiple sectors, including hospitality and manufacturing, has helped navigate fluctuations. His investments in strong, emerging companies position him for continued success despite market challenges.
How to Invest in Porinju V Veliyath and Ashish Kacholia Portfolio Stocks?
To invest in Porinju V Veliyath and Ashish Kacholia’s portfolio stocks, follow these steps:
- Open a Demat and Trading Account: Choose a brokerage platform like Alice Blue.
- Research Their Holdings: Review the latest shareholding data and financials of their top stocks.
- Place Your Order: Log in to your account, select the stocks, and place the order.
- Monitor and Confirm Purchase: Ensure shares are credited to your Demat account after execution.
- Brokerage Tariffs: Alice Blue charges ₹20 per order on all trades.
Porinju V Veliyath Portfolio Vs Ashish Kacholia Portfolio – Conclusion
Porinju V Veliyath (Ace Investor 1) primarily invests in real estate, infrastructure, and financial stocks, with notable holdings in Aurum Proptech, RPSG Ventures, and Kerala Ayurveda. His continued stake increase in Aurum Proptech highlights his confidence in its long-term growth potential.
Ashish Kacholia (Ace Investor 2) focuses on hospitality, education, infrastructure, and manufacturing stocks. Recently, he increased his stake in Xpro India Ltd, while trimming holdings in Universal Autofoundry Ltd. His portfolio reflects a strategic approach to mid and small-cap investments.
Porinju V Veliyath Portfolio Vs Ashish Kacholia Portfolio – FAQ
Porinju V Veliyath’s best portfolio includes Aurum Proptech, Kerala Ayurveda, and RPSG Ventures. He focuses on small-cap, high-risk, turnaround stocks in real estate, infrastructure, and financials, aiming for undervalued companies with long-term growth potential.
Ashish Kacholia’s best portfolio includes Xpro India, Safari Industries, and Garware Hi-Tech Films. He specializes in mid-cap, high-growth stocks, investing in sectors like hospitality, education, infrastructure, and manufacturing, ensuring a diversified and fundamentally strong portfolio.
Porinju V Veliyath’s net worth stands at ₹244.1 crore. Despite market fluctuations, his small-cap, high-risk investment strategy focuses on contrarian bets, identifying undervalued stocks with the potential for exponential growth over time.
Ashish Kacholia’s net worth is ₹2,858.4 crore, built through investments in 41 stocks across multiple sectors. His diversified approach and strong stock-picking ability have helped him establish a high-growth portfolio with stable long-term returns.
Porinju V Veliyath is regarded as a prominent small-cap investor, but he does not rank among India’s top billionaires. His expertise in value investing and turnaround stories has earned him a strong reputation in the Indian stock market.
Ashish Kacholia is widely known as the “Big Whale” of Indian markets. While he does not feature among India’s wealthiest billionaires, he is recognized for his strategic investments in mid-cap and growth-focused stocks, making him a key market player.
Porinju V Veliyath primarily invests in real estate, infrastructure, and financial stocks. His investment philosophy revolves around undervalued companies with high-growth potential, focusing on small-cap turnaround stories.
Ashish Kacholia’s investments span the hospitality, education, infrastructure, and manufacturing sectors. His diversified approach ensures a balanced mix of mid-cap stocks with strong fundamentals and long-term growth potential.
To invest in their stocks, open a brokerage account with platforms like Alice Blue. Track their latest holdings, analyze fundamentals, and monitor valuations. Porinju’s high-risk, small-cap approach suits aggressive investors, while Kacholia’s diversified strategy is ideal for steady growth seekers.
Disclaimer: The above article is written for educational purposes and the companies’ data mentioned in the article may change with respect to time. The securities quoted are exemplary and are not recommendatory.
