Equity Intelligence India Private Limited • Equity
Value Investing is an equity portfolio management service (PMS) strategy run by Equity Intelligence India Private Limited, launched on 19 Mar 2003. As of 30 Sep 2026, it manages ₹1,205 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -7.24% over 1 year, -4.37% over 3 years and +5.22% over 5 years (+17.57% since inception). Over 3 years, the Nifty 50 TRI returned +6.05%, so the strategy is 10.42 percentage points behind of its benchmark. Its 3-year return ranks 216th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Porinju Veliyath.
Ranked nearby on 3-year return: Tamohara Family Office Series VI (-2.36%), Wealth Optimiser Aggresive Growth AXIS (-3.82%), CA MFM Large cap (-4.58%), The Alpha Capital Pledge-Private Markets (-6.94%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | +0.41% |
| 3 Months | +6.02% |
| 1 Year | -7.24% |
| 3 Years | -4.37% |
| 5 Years | +5.22% |
| Since Inception | +17.57% |
| management fee | Fixed Fees: Fixed PMS fees of 2% per annum. |
| performance fee | Variable Fees: 10% share of the returns above 10% per annum. |
| exit load | Nil |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callValue Investing has a 1-year return of -7.24%, a 3-year return of -4.37%, a 5-year return of +5.22% and +17.57% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Value Investing returned +5.22% against +6.37% for the Nifty 50 TRI, 1.15 percentage points behind. Over 3 years it returned -4.37% against +6.05%; Over 1 year it returned -7.24% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Value Investing's 3-year return of -4.37% ranks 216th as of 30 Sep 2026.
Value Investing is managed by Porinju Veliyath at Equity Intelligence India. The strategy manages ₹1,205 Cr of client assets as of 30 Sep 2026.
Value Investing manages ₹1,205 Cr of client assets as of 30 Sep 2026.
The fee structure for Value Investing includes: management fee: Fixed Fees: Fixed PMS fees of 2% per annum.; performance fee: Variable Fees: 10% share of the returns above 10% per annum.; exit load: Nil.
The minimum investment for Value Investing is ₹50 Lakhs.
Value Investing was launched on 19 Mar 2003. It has a 23-year track record.
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