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Rediff.com  » Getahead » Ask Ajit: 'Want to invest Rs 2 lakhs, please advise'

Ask Ajit: 'Want to invest Rs 2 lakhs, please advise'

By AJIT MISHRA
November 22, 2021 08:54 IST
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'Can you suggest a list of stocks which will give good results in the long term?'

Illustration: Dominic Xavier/Rediff.com
 

Ajit Mishra, vice president, Research, Religare Broking, answers your queries.


Ashutosh Joshi: I am 43 years old and have been mainly investing in mutual funds since about 10 years.

I have built up a good portfolio and booked profit in some of my MF holdings.

I now want to invest this profit amount (around Rs 2 lakhs) in stocks.

Can you suggest a list of stocks which will give good results in the long term (5 years plus).

I would also like to systematically invest around 10K per month in stocks of companies with good fundamentals for a long term portfolio buildup.

Ajit Mishra: You can invest in stocks such as Britannia, Coromandel International, Kansai Nerolac, Orient Electric, Metropolis, Maruti, M&M, Phillips Carbon, Ramco Cements, ICICI Bank and SBI for the long term.

 

Srinivasa: I have 100 shares @ Rs 315 in PNC Infratech. Should I hold/sell?

Ajit Mishra: Hold.

 

Geetha Vijayakumar: I have 10 shares of Maruti Suzuki @ Rs 6,900. Please advise.

Ajit Mishra: Hold for long term.

 

Anuj Jain: Hello Sir, I am a regular reader of your column and find it very helpful.

Kindly advise regarding following shares in my portfolio.

Ajit Mishra:

Company No of shares Price Recommendation
1. Indo Amines 276 Rs 206 Hold
2. Mahindra and Mahindra 100 Rs 808 Hold
3. Zee Entertainment 360 Rs 210 Hold
4. Firstsource Solutions 330 Rs 198.47 Hold
5. Tata Motors 200 Rs 316 Hold
6. Biocon 130 Rs 384 Hold
7. India Pesticides 120 Rs 333 Hold
8. JK Lakshmi Cement 50 Rs 692 Hold
9. amara raja battery 46 Rs 748 Hold
10. Clean Science and Tech 20 Rs 1,618 Hold
11. Sequent Scientific 100 Rs 290 Exit
12. LIC Housing Finance 70 Rs 455 Hold
13. Rain Industries 100 Rs 238 Hold
14. Motherson Sumi 100 Rs 252 Hold
15. Glenmark Life Sciences 30 Rs 734 Hold
16. Reliance Industries 10 Rs 2,024 Hold
17. HDFC Life 30 Rs 674 Hold
18. Natco Pharma 20 Rs 1,005 Hold
19. Petronet LNG 90 Rs 224 Hold
20. Camlin Fine 100 Rs 204 Exit
21. GTL Ltd 928 Rs 25 Exit
22. Redington 50 Rs 323 Exit
23. HDFC Bank 10 Rs 1,412 Hold
24. HFCL 200 Rs 74 Exit
25. Jindal Steel 29 Rs 446 Hold
26. Century Plyboards 29 Rs 431 Hold
27. Exide Industries 70 Rs 191 Hold
28. BHEL 200 Rs 62 Exit
29. ITC 50 Rs 208 Hold
30. HCL Technologies 10 Rs 986 Hold
31. Thirumalai Chemicals 50 Rs 192 Hold
32. Tribhovandas Bhimji Zaveri 120 Rs 87 Exit
33. Grauer & Weil 120 Rs 69 Exit
34. Tata Steel BSL 100 Rs 95 Hold
35. Cipla 10 Rs 902 Hold
36. NMDC 50 Rs 198 Exit
37. Trejhara Solution 130 Rs 65 Exit
38. Bharat Electronics 50 Rs 177 Hold
39. SBI 20 Rs 423 Hold
40. M & M Financial Services 50 Rs 157 Hold
41. Ucal fuel 50 Rs 177 Exit
42. Hindustan Zinc 20 Rs 321 Hold
43. TV18 Broadcast 100 Rs 44 Exit
44. Vakrangee 125 Rs 42 Exit
45. CompuCom Software 200 Rs 14.2 Exit
46. JMT Auto 1,000 Rs 3.4 Exit
47. Subex 35 Rs 71 Exit

 

Vikash Mishra: Please advise as to whether I should exit, add or hold.

Is it advisable to invest small amounts in such a large number of shares?

My investment is nearly Rs 12 lakhs.

My list of shares is as follows:

Ajit Mishra:

Company Recommendation
1. 3i Infotech Exit
2. Action Construction Equipment Hold
3. Alok Industries Exit
4. Amara Raja Batteries Hold
5. Anupam Rasayan Hold
6. Apollo Tyres Hold
7. Ashok Leyland Hold
8. Avadh Sugar Exit
9. Bajaj Steel Exit
10. Balmer Lawrie Hold
11. Balrampur Chini Hold
12. Bharat Dynamics Hold
13. Bharat Electronics Hold
14. Bharat Forge Hold
15. CAMS Hold
16. Century Textiles Hold
17. Chemcon Speciality Hold
18. Coal India Exit
19. Cochin Shipyard Hold
20. Craftsman Automation Hold
21. Cupid Exit
22. Dalmia Bharat Hold
23. Deccan Cements Hold
24. Dhampur Sugar Hold
25. Dish TV India Exit
26. D-Link India Exit
27. Dr Lal PathLabs Hold
28. Dwarikesh Sugar Exit
29. Eicher Motors Hold
30. EID Parry Hold
31. Escorts Hold
32. Exide Hold
33. GSFC Exit
34. GAIL (India) Hold
35. Gammon Infrastructure Exit
36. Glenmark Pharmaceutical Hold
37. Godrej Properties Hold
38. Granules India Hold
39. Graphite India Hold
40. Gujarat Alkalies Hold
41. HPCL Hold
42. HUDCO Exit
43. Havells India Hold
44. HCL Technologies Hold
45. HDFC Life Hold
46. HEG Hold
47. Hindustan Aeronautics Hold
48. Hero Motocorp Hold
49. Hindalco Hold
50. IRFC Exit
51. ICICI Bank Hold
52. Indiabulls Housing Finance Exit
53. Indian Bank Exit
54. Infosys Hold
55. ITC Hold
56. JK Paper Exit
57. Kalpataru Power Hold
58. Kalyan Jewellers Exit
59. KM Sugar Mills Exit
60. Larsen & Toubro Hold
61. LIC Housing Finance Hold
62. M & M Financial Services Hold
63. Mahindra CIE Hold
64. MAN Industries Exit
65. MAN Infra Exit
66. Mangalam Cement Hold
67. Mazagon Dock Hold
68. Morepen Labs Exit
69. Motherson Sumi Hold
70. National Aluminium Hold
71. Navkar Corp Exit
72. NBCC Exit
73. NCC Hold
74. Nippon India Gold Hold
75. ONGC Hold
76. Oil India Hold
77. Parag Milk Foods Exit
78. Pfizer Hold
79. Phillips Carbon Hold
80. PNB Gilts Hold
81. Power Finance Corporation. Exit
82. Prakash Industries Exit
83. Pricol Ltd Exit
84. Punjab National Bank Exit
85. Quick Heal Exit
86. Rail Vikas Exit
87. RailTel Exit
88. Rana Sugars Exit
89. REC Ltd Hold
90. Redington India Exit
92. Reliance Industries Hold
93. RITES Hold
94. SAIL Exit
95. Sagar Cements Hold
96. Satyam Computer Exit
97. SBI Cards Hold
98. Shilpa Medicare Hold
99. Shriram City Union Finance Exit
100. SPL Industries Exit
101. State Bank of India Exit
102. Suryoday Small Finance Bank Exit
103. Suzlon Energy Exit
104. Tata Chemicals Hold
105. Tata Motors Hold
106. Triveni Engineering & Industries Hold
107. UPL Hold
108. Usha Martin Exit
109. UTI AMC Hold
110. Uttam Sugar Mills Exit
111. Vindhya Telelinks Exit
112. Whirlpool India Hold
113. Wipro Hold
114. Yaarii Digital Exit
115. Yes Bank Hold
116. Zee Learn Exit
117. Zomato Hold

 

Ganapathi Kamath: I have the below shares along with average price. Please advise whether I should average further or exit:

Ajit Mishra:

Company No of shares Price Recommendation
1. DB Corp 3250 Rs 133 Exit
2. Karnataka Bank 1152 Rs 79.45 Exit
3. IRB 564 Rs 143.5 Exit
4. Wonderla 210 Rs 250 Exit
5. GPPL 335 Rs 107 Hold
6. Force Motors 112 Rs 1,963 Exit
7. Texmaco Rail 6,077 Rs 40.20 Exit
8. CESC Ltd 45 Rs 704 Exit
9. Atul Auto 638 Rs 250 Hold
10. S H Kelkar 280 Rs 181 Exit

 

Hemang Diljun: Need feedback on the following stocks:

Ajit Mishra:

Company Price Recommendation
1. 3i Infotech bought @11.5/unit Exit
2. ODCICEM bought @1000/unit Hold
3. Nuvoco IPO allotment Hold

 

AMIT KUMAR: Please guide about the following share investments. Also suggest some scripts for 5-10 years horizon.

Ajit Mishra:

Company No of shares Price Recommendation
1. Adani Power 500 Rs 105 Exit
2. Adani Port 100 Rs 750 Partial Exit
3. Nagarjuna Fertilizers 5,000 Rs 18 Exit
4. Sakthi Sugars 4,000 Rs 22 Exit
5. Marksans Pharma 1,000 Rs 85 Exit
6. IOB 5,000 Rs 26 Exit
7. EBIXFOREX 100 Rs 650 Hold
8. Bandhan Bank 200 Rs 315 Hold

 

Harshit Dave: I hope you are well. I hold shares in RIL, Tata Motors, Infosys, L&T, SBI, HDFC Bank for long term.

My outlook is long term in span of 10-15 years, but I am looking for your advice about the following shares in my portfolio which is causing confusion to me (to hold or sell or average out):

Ajit Mishra:

Company No of shares Price Recommendation
1. IDFC Bank 75 Rs 28 Hold
2. Delta Corp 50 Rs 70 Hold
3. GMDC 50 Rs 89 Exit
4. Suzlon 500 Rs 4.50 Exit
5. ONGC 100 Rs 113 Hold
6. RELDEF 1,000 Rs 4.50 Exit
7. Idea Cellular 500 Rs 9.50 Hold

 

Jaydeb Das: I am a senior citizen. I have started investing during last eight months.

Following are my holdings. Please advise what to do; if to hold, for how many months?

Ajit Mishra:

Company Recommendation
1. CDSL Hold
2. BSE Hold
3. MTAR Hold
4. Hemisphere Properties Exit
5. SBI Hold
6. MCL Exit

 

Balakrishnan Ramamoorthy: I am holding 400 shares of Adani Ports bought at Rs 716 per share. Please advice

Ajit Mishra: Book partial profit.

 


Please mail your questions to getahead@rediff.co.in with the subject line 'Ask Ajit', along with your name, and Mr Ajit Mishra will offer his unbiased views.

Disclaimer: This article is meant for information purposes only. This article and information do not constitute a distribution, an endorsement, an investment advice, an offer to buy or sell or the solicitation of an offer to buy or sell any securities/schemes or any other financial products/investment products mentioned in this QnA or an attempt to influence the opinion or behaviour of the investors/recipients.

Any use of the information/any investment and investment related decisions of the investors/recipients are at their sole discretion and risk. Any advice herein is made on a general basis and does not take into account the specific investment objectives of the specific person or group of persons. Opinions expressed herein are subject to change without notice.

Feature Presentation: Ashish Narsale/ Rediff.com

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