© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 Month | +0.4% | −6.0% | +6.4% |
| 3 Months | +6.0% | −4.9% | +10.9% |
| 6 Months | +38.1% | +2.1% | +36.0% |
| 1 Year | −7.2% | −7.1% | −0.1% |
|---|
| 2 Years | −19.1% | −5.3% | −13.8% |
|---|
| 3 Years (CAGR) | −4.4% | +6.1% | −10.4% |
|---|
| 4 Years (CAGR) | +5.0% | +8.5% | −3.5% |
|---|
| 5 Years (CAGR) | +5.2% | +6.4% | −1.1% |
|---|
| Since launch | +17.6% | +10.5% | +7.1% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 65-month window · Source: Computed from NAV history
Maximum drawdown: 52.6%
Equity Intelligence’s story and investment philosophy are on the Equity Intelligence firm page.
Porinju Veliyath
Fund managerFounder & Portfolio Manager
Porinju Veliyath is among the most successful investors in Indian equity markets. He is widely acknowledged as one of the eminent, inspiring, and revered faces of the capital markets. As the founder of Equity Intelligence, he has been instrumental in generating immense wealth for his investors for over two decades. Before founding EQ, he had an illustrious professional career for a decade with two of the most respected financial services firms, Kotak Securities and Parag Parikh Financial Services. Over time, Mr. Veliyath has grown to be one of the prominent exponents of value investing principles in the Indian markets. Mainstream media call him “small cap czar” and millions on social media follow him closely to learn and get inspired. He relishes seeking deep “value” in a “price” crazy market, sitting in the quietude of Kochi & serenity of his farm. He attributes his success to the enduring principles of value investing philosophy and continues to be an ardent practitioner. Besides investing, he is passionate about farming and supports several philanthropic activities. He has also been a long-standing director with the Arya Vaidya Pharmacy, a pre-eminent institution of Ayurveda. Ultimately, he is a passionate Indian who has immense faith and conviction in the rising prosperity of the nation and is eager to be part of it.
Anoop Nambiath
Evolving value picker, top notch analytical skills, widely read
Ramakrishnan V
Seasoned value picker with a broad range of business experience
George John
Budding Value Investor and a keen learner
Reuben Mathews
All-Rounder. Simple, yet unconventional
Litty Thomas
Gregarious, diligent, and down to earth
Rose James
Diligent & Determined
Priya Menon
Smart, fun-loving hodophile
Betsy James
Jovial and innovative; get things done
Dean Frank
Fast learner, adaptable to change
Abhilash Varghese
Director, Operations
Man of details, details & details
Dixon Jose
Director, Finance
Honest and sharp, gets to the bottom of things. Travel-buff
Uma Namboodiri
Go getter, wanderlust, foodie and movie-buff
Jinni Sundrani
Ambitious & focused
Albia Joseph
Affable and Self-Driven
Anila Chandran
Committed & Inspired
Soumya Sabu
Calm & Devoted
Registration No
INP000000787
Not reported — complaint data for this strategy isn't available yet.
Share a few details and our team will walk you through the next steps.
Be the first to discuss Value Investing — share your research, ask questions, or compare notes with other investors.