The main difference between Porinju V Veliyath and Rakesh Jhunjhunwala’s portfolios lies in investment scale and strategy. Porinju focuses on small-cap turnaround stocks in real estate and infrastructure, while Jhunjhunwala invests in large-cap stocks across finance, tech, retail, and pharma for long-term growth.
Content:
- Who is Porinju V Veliyath?
- Who is Rakesh Jhunjhunwala?
- What Is The Qualification of Porinju V Veliyath?
- What Is The Qualification of Rakesh Jhunjhunwala?
- Investing Strategies – Porinju V Veliyath vs. Rakesh Jhunjhunwala
- Porinju V Veliyath Portfolio Vs Rakesh Jhunjhunwala Portfolio Holdings
- Performance of Porinju V Veliyath Portfolio Over 3 Years
- Performance of Rakesh Jhunjhunwala Portfolio Over 3 Years
- How to Invest in Porinju V Veliyath and Rakesh Jhunjhunwala Portfolio Stocks?
- Porinju V Veliyath Portfolio Vs Rakesh Jhunjhunwala Portfolio – Conclusion
- Porinju V Veliyath Portfolio Vs Rakesh Jhunjhunwala Portfolio – FAQ
Who is Porinju V Veliyath?
Porinju V Veliyath, born on June 6, 1962, in Chalakudy, Kerala, is a renowned Indian investor and fund manager. He is the founder of Equity Intelligence India, managing high-growth small and mid-cap stocks. His estimated net worth is ₹255.26 crore, earning him the nickname “India’s Small-Cap King.”
Raised in a humble background, Porinju started his career as a floor trader at Kotak Securities before transitioning into portfolio management. His value investing approach focuses on undervalued companies with strong fundamentals. Despite market volatility, his strategy has consistently outperformed broader indices, making him one of India’s top investors.
Ranked among India’s elite investors, Porinju’s investment philosophy emphasizes long-term wealth creation through contrarian stock picking. He has influenced many retail investors, advocating for financial independence through disciplined investing. His portfolio includes stocks across real estate, infrastructure, and manufacturing, reflecting his deep understanding of India’s economic growth trends.
Who is Rakesh Jhunjhunwala?
Rakesh Jhunjhunwala, born on 5 July 1960 in Mumbai, India, was a legendary investor and trader. Known as India’s Warren Buffett, he managed Rare Enterprises and built a ₹62,726 crore portfolio, ranking among India’s top investors before his passing in August 2022.
Born into a middle-class Rajasthani family, his father was an income tax officer, inspiring his interest in stocks. Jhunjhunwala, a qualified Chartered Accountant (CA), started investing in 1985 with ₹5,000, later becoming one of India’s most influential investors.
His investment empire included Titan, Tata Motors, Star Health, and Metro Brands. With a strategic focus on finance, tech, retail, and pharma, he consistently grew his fortune, leaving a lasting impact on India’s stock market and investment community.
What Is The Qualification of Porinju V Veliyath?
Porinju V Veliyath holds a Bachelor of Law (LLB) degree from Government Law College, Ernakulam. Despite not having a formal finance background, he built a successful career as a trader, investor, and fund manager. His deep market understanding and experience in stock picking earned him immense respect in Indian investing circles.
After completing his law degree, Porinju started his career as a floor trader at Kotak Securities in Mumbai. His practical exposure to market operations and trading strategies helped him develop expertise in fundamental and value investing, shaping his unique approach to stock selection and portfolio management.
Later, he founded Equity Intelligence India, an asset management firm focused on small-cap and mid-cap stocks. His philosophy emphasizes investing in undervalued companies with strong potential. Today, he is regarded as a pioneer in contrarian investing, influencing retail investors and fund managers across India.
What Is The Qualification of Rakesh Jhunjhunwala?
Rakesh Jhunjhunwala was a qualified Chartered Accountant (CA) but chose to become a full-time investor and trader. He founded Rare Enterprises, managing a ₹62,726 crore portfolio, and became one of India’s most successful stock market investors and entrepreneurs.
Despite his CA qualification, Jhunjhunwala pursued investing, starting in 1985 with just ₹5,000. His deep understanding of finance, markets, and business fundamentals helped him build a multi-billion-dollar investment portfolio, focusing on long-term wealth creation.
As an investor, trader, and market visionary, he played a major role in shaping India’s equity landscape. His expertise in finance, retail, tech, and pharma sectors cemented his legacy as one of India’s most influential financial figures.
Investing Strategies – Porinju V Veliyath vs. Rakesh Jhunjhunwala
The main difference between Porinju V Veliyath’s and Rakesh Jhunjhunwala’s investing strategies lies in their approach and stock selection. Porinju focuses on small-cap turnaround stocks in real estate and infrastructure, while Jhunjhunwala prefers large-cap, high-growth stocks in finance, retail, tech, and pharma for stability.
| Criteria | Porinju V Veliyath | Rakesh Jhunjhunwala |
| Investment Approach | Contrarian, focuses on undervalued small-caps | Long-term, value investing in large-cap stocks |
| Stock Preference | Small-cap turnaround stocks | Large-cap, high-growth market leaders |
| Sector Focus | Real estate, infrastructure, financials | Finance, retail, tech, pharma |
| Risk Appetite | High-risk, high-reward | Moderate risk with consistent returns |
| Wealth Creation | Short-to-medium-term bets on turnaround stories | Long-term wealth accumulation via compounding |
| Key Holdings | Aurum Proptech, RPSG Ventures, Kerala Ayurveda | Titan, Tata Motors, Star Health, Metro Brands |
| Portfolio Strategy | Identifies undervalued companies for turnaround | Invests in fundamentally strong businesses |
| Market Influence | Niche investor, contrarian approach | India’s Warren Buffett, widely followed |
Porinju V Veliyath Portfolio Vs Rakesh Jhunjhunwala Portfolio Holdings
The main difference between Porinju V Veliyath and Rakesh Jhunjhunwala’s portfolios lies in stock selection and investment scale. Porinju holds 12 stocks, such as Aurum Proptech (₹94.8 Cr, 5.9%), while Jhunjhunwala’s 27-stock portfolio includes Titan (₹15,408.9 Cr, 5.1%).
| Criteria | Porinju V Veliyath | Rakesh Jhunjhunwala |
| Number of Stocks Held | 12 | 27 |
| Top Stock Holding | Aurum Proptech | Titan Company |
| Amount Invested | ₹94.8 Crore | ₹15,408.9 Crore |
| % Stake Held | 5.90% | 5.10% |
| Second Largest Holding | RPSG Ventures (₹44.1 Cr, 1.4%) | Inventurus Knowledge Solutions (₹14,764 Cr, 49.3%) |
| Third Largest Holding | Kerala Ayurveda (₹26.4 Cr, 5.2%) | Concord Biotech (₹5,169.8 Cr, 24.1%) |
| Sector Focus | Real estate, infrastructure, financials | Finance, retail, tech, pharma |
| Investment Style | Small-cap, turnaround stocks | Large-cap, long-term growth stocks |
| Risk Appetite | High-risk, high-reward | Moderate risk with steady returns |
Performance of Porinju V Veliyath Portfolio Over 3 Years
Porinju V Veliyath’s portfolio has shown moderate performance over the last three years, with a CAGR of approximately 14%. While his small-cap and mid-cap investments faced volatility, select stocks like Aurum Proptech and Kerala Ayurveda have delivered strong gains. His portfolio value declined by 13.7% recently.
Despite short-term fluctuations, his contrarian strategy has yielded notable gains in turnaround stocks. Investments in real estate and infrastructure benefited from market cycles, while some financial sector holdings faced challenges. Over three years, his portfolio has grown by 52%, though it remains susceptible to broader economic trends.
His investment in undervalued companies with high-risk, high-reward potential continues to shape his performance. While some picks struggled due to market sentiment, others rebounded significantly. Stocks like Aurum Proptech delivered over 120% growth, highlighting his ability to identify future multibaggers despite overall portfolio volatility.
Performance of Rakesh Jhunjhunwala Portfolio Over 3 Years
Over the past three years, Rakesh Jhunjhunwala’s portfolio has delivered strong returns, driven by Titan, Tata Motors, and Star Health. His holdings grew by over 60%, with his net worth rising to ₹62,726 crore, reflecting a CAGR of approximately 18%.
Titan Company, his flagship investment, surged nearly 85% in three years, while Tata Motors gained over 70%. His strategic bets in Star Health and Metro Brands ensured consistent portfolio expansion, benefiting from India’s growing insurance and retail markets.
Jhunjhunwala’s long-term investment strategy and sectoral diversification helped him navigate market fluctuations. His finance, tech, and pharma holdings, including Crisil and Fortis Healthcare, contributed to a steady 24.7% portfolio growth in the latest quarter, reflecting his legendary stock-picking skills.
How to Invest in Porinju V Veliyath and Rakesh Jhunjhunwala Portfolio Stocks?
Investing in Porinju V Veliyath and Rakesh Jhunjhunwala’s portfolio stocks requires research, risk assessment, and a disciplined approach. Investors should track their latest holdings, analyze fundamentals, and invest through Alice Blue, ensuring diversification to manage risk effectively.
Porinju’s portfolio consists of small-cap and mid-cap turnaround stocks, such as Aurum Proptech and RPSG Ventures, which offer high growth potential but come with volatility. Investors should focus on long-term investing and regular tracking to mitigate risks and maximize returns.
Jhunjhunwala’s portfolio leans toward large-cap stocks like Titan, Tata Motors, and Star Health, offering stability and steady returns. Investors can follow his long-term value investing approach, focusing on blue-chip stocks in finance, tech, and retail for sustainable wealth creation.
Porinju V Veliyath Portfolio Vs Rakesh Jhunjhunwala Portfolio – Conclusion
Porinju V Veliyath (Ace Investor 1) focuses on small-cap turnaround stocks, mainly in real estate, infrastructure, and financials. His major holdings include Aurum Proptech and RPSG Ventures, where he consistently increases his stake, reflecting his contrarian approach to identifying undervalued opportunities with high-growth potential.
Rakesh Jhunjhunwala’s (Ace Investor 2) portfolio is built around large-cap stocks in finance, tech, and retail, with Titan, Tata Motors, and Star Health as key holdings. He consistently increased his stake in Titan, showing confidence in India’s consumption-driven economy and long-term wealth creation strategy.
Porinju V Veliyath Portfolio Vs Rakesh Jhunjhunwala Portfolio – FAQ
Porinju V Veliyath’s best portfolio includes Aurum Proptech, RPSG Ventures, and Kerala Ayurveda. His investments focus on small-cap turnaround stocks in real estate, infrastructure, and financials, aiming for high-growth potential by identifying undervalued opportunities in emerging sectors.
Rakesh Jhunjhunwala’s best portfolio includes Titan Company, Tata Motors, and Star Health. His investments focus on large-cap, high-growth stocks in finance, retail, and healthcare, ensuring long-term stability and strong compounding returns through strategic market leadership investments.
Porinju V Veliyath’s net worth is ₹255.26 crore, reflecting his focus on small and mid-cap stocks. His contrarian investment approach has yielded high returns, despite short-term volatility affecting his portfolio value in recent quarters.
Before his passing in 2022, Rakesh Jhunjhunwala’s net worth was ₹62,726 crore. His diversified investments in blue-chip companies like Titan, Tata Motors, and Metro Brands ensured consistent growth and market dominance over decades.
Porinju V Veliyath ranks among India’s top retail investors, known for his small-cap turnaround strategy. Though not among the richest investors, his stock-picking skills and contrarian investing have made him a respected figure in the Indian stock market.
Rakesh Jhunjhunwala ranked among India’s richest investors, often referred to as India’s Warren Buffett. Before his passing, he was among the top billionaires, with one of the most closely tracked investment portfolios in India.
Porinju V Veliyath’s investments are heavily concentrated in real estate, infrastructure, and financial services. His portfolio focuses on undervalued, high-growth companies that he believes have strong turnaround potential.
Rakesh Jhunjhunwala invested in finance, retail, pharma, and tech sectors, with Titan, Star Health, and Tata Motors as key holdings. His portfolio was built on large-cap, high-growth stocks with strong fundamentals and market dominance.
To invest, open a brokerage account with Alice Blue, track their latest holdings, and analyze fundamentals and valuations. Porinju’s small-cap stocks require high-risk tolerance, while Jhunjhunwala’s large-cap stocks offer steady, long-term returns with lower risk.
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.
