These small-cap stocks of Porinju Veliyath gave above 100% returns in 2021. Do you own them?

These small-cap stocks of Porinju Veliyath gave above 100% returns in 2021. Do you own them?

by 5paisa Research Team Last Updated: Dec 11, 2022 - 08:47 pm 49.1k Views
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While S&P BSE small-cap index is 55% up year to date, Porinju Veliyath top holdings had outperformed Sensex with astronomical returns of above 100% from his two small-cap picks.

With astonishing returns of 200% from one of his small-cap picks, Porinju Veliyath is surely catching the attention of investors.

2021 Portfolio outperformers of Porinju Veliyath:

1. Porinju Veliyath has a stake of 1.6% in this small-cap business of branding, marketing, sales, distribution, trading etc of various building products  Somany Home Innovation Ltd. The portfolio worth is Rs 52.8 crore, quantity held is 11,81,000 shares. The stock has surged from Rs 159.6 to Rs 437 in 2021, which in 10 months registered a 174% return. This is the top holding of his portfolio, where he decreased 0.5% stake in the September quarter.

2. The second outperformer is RPSG Ventures Ltd, he had a stake of 1.7% till June-2021. Porinju Viliyath has booked profit of entire shareholdings in September quarter with a portfolio value of Rs 34.2 crore, quantity held was 4,60,000 shares. The stock has surged from Rs 296 to Rs 960, it registered a return of 200% in a similar time horizon.

3. Third outperformer is Orient Bell Ltd which is engaged in the business of manufacturing, trading and selling ceramic and floor tiles, he has a stake of around 4.8%. The portfolio worth is Rs 24.7 crore, quantity held is 6,94,512 shares. The stock has surged from Rs 194 to Rs 360 in 2021 which is in a period of 10 months, registered 83% return. He has increased 1% stake in the September quarter. 

Background

Born in a lower-middle-class family in a village near Kochi, Porinju Veliyath started his career in Mumbai as a floor trader with Kotak securities in 1990. Later he joined Parag Parikh Securities in 1994 where he worked as a research analyst and fund manager until 1999 when he moved back to Kochi. In 2002 he founded Equity Intelligence, a fund management firm focused on value investing in Indian equities.

He has been called a small-cap czar by Economic times.

As per the latest corporate shareholdings filed, Porinju Veliyath publicly holds 19 stocks with a net worth of over Rs. 204.3 Cr

Currently, he is quite bullish in diversified consumer services, and software and services, 40% of his portfolio is invested in these sectors.

Do you own any stocks in these sectors?

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