Porinju V Veliyath and Vijay Kedia are renowned investors with distinct approaches. Porinju focuses on high-risk, undervalued small and mid-cap stocks, while Kedia prefers long-term investments in companies with strong management and growth potential, especially in consumer and financial sectors.
Content:
- Who is Porinju V Veliyath?
- Who is Vijay Kedia?
- What Is The Qualification of Porinju V Veliyath?
- What Is The Qualification of Vijay Kedia?
- Investing Strategies – Porinju V Veliyath vs. Vijay Kedia
- Porinju V Veliyath Portfolio Vs Vijay Kedia Portfolio Holdings
- Performance of Porinju V Veliyath Portfolio Over 3 Years
- Performance of Vijay Kedia Portfolio Over 3 Years
- How to Invest in Porinju V Veliyath and Vijay Kedia Portfolio Stocks?
- Porinju V Veliyath Portfolio Vs Vijay Kedia Portfolio – Conclusion
- Porinju V Veliyath Portfolio Vs Vijay Kedia Portfolio – FAQ
Who is Porinju V Veliyath?
Porinju V Veliyath, born on June 6, 1962, in Chalakudy, Kerala, is a prominent Indian investor and fund manager. He is the founder of Equity Intelligence India, an asset management firm focused on small and mid-cap stocks. With a net worth of ₹255.26 crore, he is widely recognized as “India’s Small-Cap King.”
Starting from a humble background, Porinju began his career as a floor trader at Kotak Securities before moving into portfolio management. His investment approach revolves around identifying undervalued companies with strong fundamentals. Despite market volatility, his stock-picking strategy has consistently delivered strong returns, often outperforming broader market indices.
As one of India’s leading investors, Porinju emphasizes long-term wealth creation through a contrarian investing approach. He has influenced many retail investors, promoting financial independence through disciplined investments. His portfolio spans sectors like real estate, infrastructure, and manufacturing, showcasing his deep understanding of India’s evolving economic landscape.
Who is Vijay Kedia?
Vijay Kedia is a renowned Indian investor known for his expertise in identifying high-growth potential stocks. He started investing at 19 and later founded Kedia Securities in 1992. His long-term investment strategy has earned him a strong reputation in Indian markets.
Kedia follows the SMILE strategy—investing in small-sized companies with medium experience, large aspirations, and extra-large market potential. He emphasizes strong management, innovation, and scalability. His portfolio includes stocks across manufacturing, technology, and consumer goods, focusing on long-term wealth creation.
Coming from a stock-broking family, Kedia developed a passion for investing early. He believes in patience, conviction, and holding quality stocks for a decade or more. Over the years, his portfolio has delivered impressive returns, making him a respected market veteran.
What Is The Qualification of Porinju V Veliyath?
Porinju V Veliyath obtained a Bachelor of Law (LLB) degree from Government Law College, Ernakulam. Though he did not have a formal background in finance, he built a successful career as a trader, investor, and fund manager. His sharp market insights and stock-picking skills have earned him a strong reputation in India’s investment community.
After earning his law degree, Porinju started his career as a floor trader at Kotak Securities in Mumbai. His hands-on experience with market operations and trading strategies allowed him to develop expertise in fundamental and value investing, shaping his unique approach to portfolio management.
He later established Equity Intelligence India, an asset management firm focused on small-cap and mid-cap stocks. His strategy revolves around investing in undervalued companies with strong growth potential. Today, he is regarded as a pioneer in contrarian investing, influencing both retail investors and fund managers across India.
What Is The Qualification of Vijay Kedia?
Vijay Kedia does not hold a formal degree in finance or investing. Coming from a stock-broking family, he developed an interest in the stock market early. His real education came from hands-on experience, learning market dynamics through years of investing.
Despite lacking professional qualifications, Kedia’s deep market understanding and research-based approach set him apart. He believes practical experience and continuous learning outweigh formal education. His investment philosophy is built on patience, conviction, and identifying quality businesses for long-term gains.
Kedia often shares insights on how perseverance and market knowledge play a crucial role in investing success. His journey from a self-taught investor to a respected market expert highlights that experience, discipline, and vision can be more valuable than academic credentials.
Investing Strategies – Porinju V Veliyath vs. Vijay Kedia
The main difference between Porinju V Veliyath and Vijay Kedia’s investing strategies lies in their approach to stock selection. While Porinju focuses on small-cap, high-risk turnaround stocks, Kedia follows the SMILE strategy, investing in mid-cap companies with long-term growth potential and strong management.
| Aspect | Porinju V Veliyath | Vijay Kedia |
| Stock Selection | Invests in undervalued, turnaround companies | Prefers mid-cap stocks with strong potential |
| Risk Appetite | High-risk, contrarian bets | Balanced approach with long-term focus |
| Investment Strategy | Focuses on deep value and price corrections | Follows SMILE—small size, medium experience, large aspirations, extra-large market potential |
| Holding Period | Medium-term, exits after turnaround | Long-term, holds for 10-15 years |
Porinju V Veliyath Portfolio Vs Vijay Kedia Portfolio Holdings
Porinju V Veliyath holds 12 stocks worth ₹245.2 crore, focusing on small-cap, high-risk turnaround stocks in real estate and infrastructure. Vijay Kedia holds 15 stocks worth ₹1,651.4 crore, investing in mid-cap, long-term growth stocks across manufacturing and technology sectors.
| Aspect | Porinju V Veliyath | Vijay Kedia |
| Total Stocks Held | 12 | 15 |
| Net Worth | ₹245.2 Crore | ₹1,651.4 Crore |
| Top Holdings | Aurum Proptech, Kerala Ayurveda, RPSG Ventures | Precision Camshafts, Vaibhav Global, Repro India |
| Sector Focus | Real estate, infrastructure, financials | Manufacturing, technology, consumer goods |
| Stock Type | Small-cap, high-risk, turnaround stocks | Mid-cap, SMILE strategy, long-term picks |
| Latest Buy | Aurum Proptech (0.50%) | Precision Camshafts (1.05%) |
| Latest Sell | AeonX Digital Technology (-0.43%) | Tejas Networks (-0.56%) |
Performance of Porinju V Veliyath Portfolio Over 3 Years
Porinju V Veliyath’s portfolio has experienced moderate growth over the past three years, with a CAGR of around 14%. His small-cap and mid-cap investments saw volatility, but stocks like Aurum Proptech and Kerala Ayurveda delivered strong returns.
Despite recent portfolio drops of 13.7%, Porinju’s contrarian approach has paid off with notable gains in turnaround stocks. His investments in real estate and infrastructure benefited from market cycles, though financial sector holdings faced challenges. Overall, his portfolio grew by 52% in three years.
Porinju continues to focus on undervalued, high-risk stocks, which drives his portfolio’s performance. While some picks underperformed due to market sentiment, others, like Aurum Proptech, saw over 120% growth, showing his ability to identify multibaggers amid volatility.
Performance of Vijay Kedia Portfolio Over 3 Years
Vijay Kedia’s portfolio has shown consistent growth over the past three years, reflecting his long-term investment philosophy. Despite market volatility, his investments in mid-cap companies with strong management and growth potential have continued to deliver impressive returns, outpacing market averages.
Kedia’s portfolio, which includes key stocks in manufacturing, technology, and consumer goods, has capitalized on the rising demand in these sectors. His focus on identifying companies with strong market potential and long-term aspirations has paid off, providing substantial value to investors.
Overall, Vijay Kedia’s portfolio has benefited from his disciplined approach, with a track record of achieving steady returns over time. His ability to pick high-quality businesses, even in uncertain market conditions, has positioned his investments for future growth and stability.
How to Invest in Porinju V Veliyath and Vijay Kedia Portfolio Stocks?
To invest in Porinju V Veliyath and Vijay Kedia’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 Vijay Kedia Portfolio – Conclusion
Porinju V Veliyath (Ace Investor 1) focuses his investments on real estate, infrastructure, and financial stocks, with major holdings in Aurum Proptech, RPSG Ventures, and Kerala Ayurveda. He has steadily expanded his stake in Aurum Proptech, showcasing confidence in its long-term growth prospects.
Vijay Kishanlal Kedia (Ace Investor 2) focuses his investments on engineering, auto, and technology stocks, with key holdings in Atul Auto, Elecon Engineering, and Tejas Networks. He recently increased his stake in Precision Camshafts while trimming his position in Tejas Networks, reflecting his dynamic market strategy.
Porinju V Veliyath Portfolio Vs Vijay Kedia Portfolio – FAQ
Porinju V Veliyath’s best portfolio includes a mix of high-risk, undervalued small and mid-cap stocks. Notable picks like Aurum Proptech and Kerala Ayurveda have shown strong returns. His contrarian approach aims for turnaround stocks with high growth potential.
Vijay Kedia’s best portfolio is built around long-term investments in companies with strong management and high market potential. His picks, such as Symphony, and his SMILE approach of investing in small-cap companies with large aspirations, have driven his impressive returns over time.
Porinju V Veliyath’s net worth is estimated at over Rs. 245.2 Crore, based on the latest shareholding data. His portfolio focuses on small-cap and mid-cap stocks, with a track record of significant returns despite some volatility in recent years.
Vijay Kedia’s net worth is estimated at Rs. 1,651.4 Crore, according to the latest shareholding data. His wealth comes from long-term investments in stocks with solid management and growth potential, making him one of the most followed investors in India.
Porinju V Veliyath ranks among the top investors in India, with a reputation for identifying turnaround stocks and generating significant returns. While his exact rank fluctuates, he remains highly regarded in the Indian stock market for his contrarian investment style.
Vijay Kedia is one of India’s top investors, known for his successful long-term strategy. Though his exact rank varies, Kedia is a highly influential figure in the Indian stock market, with a strong reputation built on consistent, high-return investments.
Porinju V Veliyath has majorly held stakes in sectors like small-cap stocks, real estate, infrastructure, and select financials. His investments are often in undervalued companies with the potential for high growth, focusing on turnaround stories and market cycles.
Vijay Kedia has a major focus on sectors like financials, consumer goods, and technology. He prefers companies with strong management and high market potential, particularly in small to mid-cap stocks that have long-term growth prospects.
To invest in Porinju V Veliyath and Vijay Kedia’s 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.
