The main difference between Porinju V Veliyath and Sunil Singhania’s portfolios lies in sector preference and investment style. Porinju focuses on small-cap turnaround stocks in real estate and infrastructure, while Sunil invests in mid-cap and large-cap stocks across engineering, textiles, and manufacturing.
Content:
- Who is Porinju V Veliyath?
- Who is Sunil Singhania?
- What Is The Qualification of Porinju V Veliyath?
- What Is The Qualification of Sunil Singhania?
- Investing Strategies – Porinju V Veliyath vs. Sunil Singhania
- Porinju V Veliyath Portfolio Vs Sunil Singhania Portfolio Holdings
- Performance of Porinju V Veliyath Portfolio Over 3 Years
- Performance of Sunil Singhania Portfolio Over 3 Years
- How to Invest in Porinju V Veliyath and Sunil Singhania Portfolio Stocks?
- Porinju V Veliyath Portfolio Vs Sunil Singhania Portfolio – Conclusion
- Porinju V Veliyath Portfolio Vs Sunil Singhania 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 Sunil Singhania?
Sunil Singhania is a renowned stock market investor with a net worth of ₹2,648 crore. Known as “India’s Mid-Cap Expert”, he ranks among India’s top investors, focusing on manufacturing, engineering, and textile stocks for long-term growth.
Coming from a finance-focused background, he developed expertise in equity research and portfolio management. His investments span 23 stocks, with top holdings in Sarda Energy, The Anup Engineering, and Mastek, reflecting his deep understanding of high-growth mid-cap companies.
Sunil Singhania’s investing strategy emphasizes fundamental analysis, sectoral diversification, and value investing. He consistently increases his stake in Hindware Home Innovation, demonstrating confidence in the consumer and home improvement sector for sustained returns and portfolio stability.
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 Sunil Singhania?
Sunil Singhania holds a Chartered Accountant (CA) degree and is also a CFA charter holder. As a seasoned investor and fund manager, he has built a strong reputation in mid-cap and large-cap investing, with expertise in fundamental analysis and equity research.
His education in finance and accounting laid the foundation for his deep understanding of stock market trends, valuations, and investment strategies. Over the years, he has successfully managed high-growth portfolios, focusing on manufacturing, engineering, and textile stocks with long-term potential.
Sunil Singhania actively manages a ₹2,648 crore portfolio, investing in 23 companies. His disciplined approach includes sectoral diversification and long-term value investing, with a focus on consumer and home improvement stocks, as seen in his increased stake in Hindware Home Innovation.
Investing Strategies – Porinju V Veliyath vs. Sunil Singhania
The main difference in investing strategies between Porinju V Veliyath and Sunil Singhania lies in their approach. Porinju focuses on small-cap turnaround stocks in real estate and infrastructure, while Sunil emphasizes mid-cap and large-cap value investing across manufacturing, engineering, and consumer-driven sectors.
| Aspect | Porinju V Veliyath | Sunil Singhania |
| Investment Approach | Contrarian investing, turnaround stocks | Value investing, sectoral diversification |
| Sector Preference | Real estate, infrastructure, financials | Manufacturing, engineering, consumer goods |
| Stock Selection | Small-cap and mid-cap undervalued stocks | Mid-cap and large-cap fundamentally strong stocks |
| Risk Appetite | High – focuses on volatile, turnaround stocks | Moderate – prefers stable, high-growth stocks |
| Investment Horizon | Medium to long-term | Long term |
| Portfolio Size | Compact, 12 stocks | Diversified, 23 stocks |
| Recent Buy | Aurum Proptech (increased stake by 0.50%) | Hindware Home Innovation (increased stake by 0.11%) |
| Recent Sell | AeonX Digital Technology (-0.43%) | HIL Ltd. (-0.83%) |
Porinju V Veliyath Portfolio Vs Sunil Singhania Portfolio Holdings
The main difference between Porinju V Veliyath and Sunil Singhania’s portfolio holdings lies in size and sector allocation. Porinju holds 12 small-cap turnaround stocks in real estate and infrastructure, while Sunil holds 23 mid-cap and large-cap stocks across manufacturing, engineering, and consumer-driven sectors.
| Aspect | Porinju V Veliyath | Sunil Singhania |
| Total Stocks Held | 12 | 23 |
| Net Worth | ₹255.26 Crore | ₹2,648.0 Crore |
| Top Holdings | Aurum Proptech, RPSG Ventures, Kerala Ayurveda | Sarda Energy, The Anup Engineering, Mastek |
| Sector Focus | Real estate, infrastructure, financials | Manufacturing, engineering, consumer goods |
| Stock Type | Small-cap and mid-cap turnaround stocks | Mid-cap and large-cap value stocks |
| Latest Buy | Aurum Proptech (increased stake by 0.50%) | Hindware Home Innovation (increased stake by 0.11%) |
| Latest Sell | AeonX Digital Technology (-0.43%) | HIL Ltd. (-0.83%) |
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 Sunil Singhania Portfolio Over 3 Years
Sunil Singhania’s portfolio has delivered steady performance, with a CAGR of around 17% over three years. Despite a recent 11.1% decline, his investments in mid-cap and large-cap stocks have shown resilience, generating consistent long-term returns despite market fluctuations.
Stocks like Sarda Energy & Minerals and The Anup Engineering have contributed significantly, delivering over 80% growth in three years. His focus on manufacturing, engineering, and consumer goods has provided stability, while strategic shifts have helped manage volatility effectively.
Sunil Singhania’s disciplined approach to sectoral diversification and value investing has allowed his portfolio to grow nearly 64% over three years. His consistent stake increases in Hindware Home Innovation indicate confidence in consumer-driven sectors for future growth and sustained returns.
How to Invest in Porinju V Veliyath and Sunil Singhania Portfolio Stocks?
Investing in Porinju V Veliyath and Sunil Singhania’s portfolio stocks requires fundamental research, risk assessment, and a long-term approach. Investors can buy their holdings through Alice Blue, focusing on sectoral trends, valuations, and company fundamentals before making investment decisions.
Porinju’s small-cap and mid-cap picks involve higher volatility but offer multi-bagger potential. Investors should analyze undervalued turnaround stocks in real estate, infrastructure, and financials, ensuring diversification and regular tracking to mitigate risks and maximize growth opportunities.
Sunil Singhania’s portfolio is more stable, with mid-cap and large-cap stocks across manufacturing, engineering, and consumer sectors. Investors can focus on steady growth stocks like Hindware Home Innovation while maintaining a disciplined investment strategy for long-term wealth creation.
Porinju V Veliyath Portfolio Vs Sunil Singhania Portfolio – Conclusion
Porinju V Veliyath (Ace Investor 1) primarily allocates funds to real estate, infrastructure, and financial stocks, with key holdings in Aurum Proptech, RPSG Ventures, and Kerala Ayurveda. He is consistently increasing his stake in Aurum Proptech, reinforcing his focus on small-cap turnaround opportunities.
Sunil Singhania (Ace Investor 2) focuses on manufacturing, engineering, and consumer-driven sectors, with top holdings in Sarda Energy, The Anup Engineering, and Mastek. He has been steadily increasing his stake in Hindware Home Innovation, highlighting confidence in consumer goods and home improvement for long-term growth.
Porinju V Veliyath Portfolio Vs Sunil Singhania Portfolio – FAQ
Porinju V Veliyath’s best portfolio includes Aurum Proptech, RPSG Ventures, and Kerala Ayurveda. His focus remains on undervalued small-cap turnaround stocks in real estate, infrastructure, and financials, targeting high long-term growth potential through contrarian investing.
Sunil Singhania’s best portfolio includes Sarda Energy, The Anup Engineering, and Mastek. His investments in mid-cap and large-cap stocks across manufacturing, engineering, and consumer goods reflect his value-driven approach and long-term market outlook.
Porinju V Veliyath’s net worth is ₹255.26 crore, reflecting his strategic investments in small-cap and mid-cap stocks. His portfolio has experienced volatility, with a recent 13.7% decline, but continues to hold strong growth potential.
Sunil Singhania’s net worth is ₹2,648.0 crore, ranking him among India’s top investors. His diversified portfolio across mid-cap and large-cap companies ensures steady returns, despite a recent 11.1% decline due to market fluctuations.
Porinju V Veliyath ranks among India’s top retail investors, with a net worth of ₹255 crore. His reputation as a contrarian investor in turnaround small-cap stocks sets him apart, despite market fluctuations.
Sunil Singhania ranks among India’s leading investors, with a net worth of ₹2,648.0 crore. His expertise in mid-cap and large-cap stocks places him among the most respected investment strategists in the country.
Porinju V Veliyath primarily holds stakes in real estate, infrastructure, and financials. His investment approach focuses on small-cap turnaround companies, capitalizing on undervalued businesses for high-return potential.
Sunil Singhania’s portfolio is concentrated in manufacturing, engineering, and consumer goods. His strategy focuses on mid-cap and large-cap companies with fundamental strength and consistent long-term growth potential.
To invest, open a brokerage account with Alice Blue, track their latest holdings, and analyze fundamentals, valuations, and sector trends. Investing in Porinju’s small-cap stocks requires high-risk tolerance, while Sunil’s mid-cap and large-cap stocks offer moderate-risk, long-term stability.
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.
