PORINJU VELIYATH PORTFOLIO

​So, we all are in a sweet spot, equity market, the investors, the traders, the whole country, this economy. Of course, there are challenges. So, somebody was talking the other day what are the challenges today? I think rural stress. This is somethi...

We all were knowing, discussing in the last many-many months, we can just feel now it has come, whatever is the reason, so that correction is happening and I think it will be a healthy correction.

​Everything will depend on the earnings growth of corporate India and there is very-very reasonably good visibility over there. And there are good sectors, exciting sectors, which are already well priced.

Six superstar investors' portfolios were diagnosed by Trendlyne.

Top sectoral preferences of India's top stock market investors

Porinju Veliyath sees value emerging in small and midcap companies amidst an economic upcycle, anticipating sustained growth opportunities driven by structural changes, government support for manufacturing, and the expansion of the capital market an...

Each investor’s public portfolio reflects their unique investing style and their preferred approaches.

Porinju Veliyath believes that the formation of tourism hubs, along with themes like affordable housing, is important. He mentions the potential of religious and pilgrimage tourism with international airports and sufficient infrastructure. The devel...

Veliyath raised his stake in Kerala Ayurved by 164 bps to 4.82% in the quarter ended December 30, 2023. At the end of the September quarter, he held 3.18% stake in the company. The value of his holding is nearly Rs 14.8 crore, Trendlyne data said.

The smallcap counter has delivered multibagger returns of over 200% in the past 12 months, which is significantly higher than Nifty itself, which has delivered impressive returns of over 23% during this time.

“India presents an unparalleled long-term opportunity for equity investors today that conviction is what is making the money flow into the market. We have numerous structural trends such as young demographics, massive infrastructure built up, digiti...

The ace investor’s biggest sell in Q2 was in Ansal Buildwell, a realty company, where he reduced his stake by 1.4% to 2%.

“The next one year may not be very exciting for value investors because all of us know it is very rich valuations in general, so we have to go bottom-up stock pickers or business pickers, very selective, looking at the future of these companies and ...

“The largest two holdings in our portfolio are Tata Communications and Raymond. Raymond has moved from Rs 3000 crore to now around Rs 14,000 crore market cap. Similarly, in Tata Communications, we continue to hold all our stocks and we have been buy...

“Rather than getting bothered much about the exuberance, there are some companies which have gone much beyond its fundamentals or justifiable limit. I definitely agree. That is where you have to do capital allocation and move to stocks or businesses...

There are 2 new stocks which Porinju picked in Q1 while raising his holdings in 3 others

Investors should never forget that whether a fancied investor bought it, whether a highly campaigned IPO is coming up, in any case, some traders or gamblers could make money in between but normal investors stick to valuation, the future of the busin...

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