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ASK AJIT: 'Want to invest Rs 20 lakh in 10-12 stocks'

By AJIT MISHRA
February 25, 2021 08:59 IST
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'I have 20 lakhs to invest with not a very long term horizon, may be an year or so. Please suggest 10-12 stocks to invest in'

Investing tips

Illustration: Dominic Xavier/Rediff.com
 

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


K C Katna: I am holding following stocks. Should I continue or exit.

Ajit Mishra:

RIL.265.@1095 Hold
HDFC 240@720 Hold
ASHOK LEYLAND.250@84 Hold
DEEPAK NITRILE.100@282 Hold
ITC.60@280 Hold
DABUR.60@276 Hold
HUL.20@1994 Hold
SINTEX INDUSTRIES.346 @34 Exit
SINTEX PLASTICS.346 Exit
SBI.95 @ 295 Hold
ICICI.38@314 Hold
IDBI.370@92 Exit
YES BANK.280@47 Exit
IRCTC.10@717 Hold
NIPPON AMC.100@342 Hold
KOTAK MAHINDRA BANK20@875 Hold

P Satish Chandra: Two months back I purchased the stocks listed below. I invested in them with my idle amount as a long term investment (more than 10 years also, i can wait). Kindly suggest me to hold or not 

And also i am interested in investing one lakh more. so kindly suggest me the stocks to be invest for long term. Is ONGC etc are good stocks?

Ajit Mishra:

Reliance Ind - 60 shares Hold
ICICI Bank – 10 Hold
Infosys - 5  Hold
Cipla 5 Hold
HDFC Bank – 5 Hold
SBI – 25 Hold

ONGC can fetch good dividends but stock appreciation will be minimal.

These stocks have good fundamental and you can keep them for long term. Also you can keep adding these stocks on dips in staggered manner over long term

amit nerkar: Kindly suggest whether to Hold/Buy/Sell for Long term 8-10 yrs.

Ajit Mishra:

HDFC AMC Buy in staggered manner and Hold for long term
DMART
TCS
BAJAJ FINANCE

h p singh: Kindly advice on the following stocks in my portfolio. Plan to hold for at least 10 years. Also stocks to further invest in for that period. Can also add to already existing?

Ajit Mishra:

HeroHon 10 @2655 Hold
BajajFinance 10 @2374 Hold
LT Finance 200@145 Hold
Indostar Capital Finance 100 @385 Exit
Sbi cards 19 @ 755 Hold
SBI 100 @179 Add
L&T 25 @1360 Hold
ITC 255 @ 231 Add
Bharti Airtel 25 @510 Add
Tata Elxsi 10 @1650 Hold

niraj kalra: I am 60 yrs old earning enough for two of us. i have 20 lakhs to invest with not a very long term horizon, may be an year or so. Considering my age pls suggest 10-12 stocks to invest in.

Ajit Mishra: You can invest in stocks such as Dabur, Britannia, M&M (on dips), Inox Leisure, ICICI Bank, Axis Bank, Ambuja cements, Reliance Industries, Ramco cements, Bharti Airtel, IRCTC, Alembic pharma, Natco Pharma.

Ramacharlu Manohar: I had purchased 25 bonds of ITC IN 1982. They were converted into equity shares after some years. Today it has grown to 15000 shares, by rights issues, bonus, splitting, etc. The share remains in a short range. It gives good dividend. Is it worth holding? 

Ajit Mishra: Yes you can continue to hold, however if you are in need of money then sell part shares (~10-15% shares of total)

pranab datta: Could you please suggest whether to hold, exit or add the below stocks:

1. IOC 1000 Shares @ Rs.140/- Hold, if interested in receiving dividend, else Exit
2. ONGC 30 Shares @ Rs.150/- Hold, if interested in receiving dividend, else Exit
3. Tata Steel 10 shares @ Rs.369/-. Hold

Chandran Nair: I am a long term investor and would request your views on my portfolio: Thank you.

Ajit Mishra:

Bajaj Holding: 100 @ 887 Hold
Godrej Consumer 100 @ 845 Hold
Godrej Properties 206 @ 395 Hold
HDFC 200 @ 1745 Hold
Hindalco 700 @156 Hold
Indian Hotels 1020 @ 85 Hold
Infosys 500 @ 453 (average) Hold
ICICI Bank 200 @ 174 Hold
Larsen & Toubro 500 @ 575 Hold
L&T Finance Holding 500 @ 53 Hold
Reliance Industries 69 @ 602 Hold
Reliance Power 50 @185 Exit
SBI 100 @ 130 Hold
TCS 200 @ 125 (Average) Hold
Tata Steel 50 @ 504 Hold
UBI 100 @ 328 Exit
Yes Bank 125 @ 292 Exit

Manish Das: I am holding below stocks. Pl suggest on long term holding. Also suggest if any other stocks that can be added to portfolio for long term - atleast 5 to 7 years. Awaiting your valuable suggestion.

Ajit Mishra:

1) Reliance  Avg 1100, 10 qty Hold
2) icici bank  Avg 338, 30 qty Hold
3) marico  Avg 330, 25 qty Hold
4) sbi life  838, 12 qty Hold
5) L&T  1200, 5 qty Hold
6)poly cab  IPO Hold
7) sbi cards  IPO Hold

You can invest in stocks such as Dabur, Britannia, M&M (on dips), Inox Leisure, Ambuja cements, Ramco cements, Bharti Airtel, IRCTC, Alembic pharma, Natco Pharma.

Rahul Mulay: I am holding 100 stocks of Equitas Holding Ltd. @ 54.35. What should i do? Please advice.

Ajit Mishra: Exit the stock

Rajesh Singh: I have following stocks: 

Coal India @138 --> 505 Exit
ITC @ 188 --> 300 Buy
Lt foods @53.5 --> 475  Exit
Nestle India @ 15825 Hold
Ashoka build con @ 68 550 stocks Exit
Dabur India @ 516 50STOCKS Hold
BASF @1498 20 STOCKS Hold

Please suggest what position to take and how much time will it take to give at least 15% return

Ajit Mishra: 15% returns can be earned in 1-2 years depending upon company’s financial performance as well as market trend.

Rafeeq Ali: I am holding with few shares since 2003 and after i moved to Gulf country and still working here and below mention my shares information. please advise me sir for future may be hold or exit above shares in 2 to 3 years. I want to buy some shares best for me 2-5 years hold. please give me advise for me. Awaiting for your kind response as your wish.

IVRCL 150 SHARES

JET AIRWAYS 10 SHARES

BANK OF MAHARASHTRA 100 SHARES

PETRONET LNG 200 SHARES

Ajit Mishra: Exit the above stocks.

Further, you can invest in stocks such as Dabur, Britannia, M&M (on dips), Inox Leisure, ICICI Bank, Axis Bank, Ambuja cements, Reliance Industries, Ramco cements, Bharti Airtel, IRCTC, Alembic pharma, Natco Pharma.

Jaya Ramesh: I would like to invest for long term. Suggest me a few stocks.

Ajit Mishra: You can invest in stocks such as Dabur, Britannia, M&M (on dips), Inox Leisure, ICICI Bank, Axis Bank, Ambuja cements, Reliance Industries, Ramco cements, Bharti Airtel, IRCTC, Alembic pharma, Natco Pharma.

Prashant Satam: Could you please review and suggest for below stocks, hold or exit? I am a short and long term investor.

Future Consumer 500 Shares @ 10.95

Alkali Metals 50 Shares @ 52.85

Ajit Mishra: Exit both the stocks

nazir kazi: Please advice for the following shares.

Ajit Mishra:

1- Asian Paint. 300 @ 2,090 Hold
2- ACC. 200 @‘. 1,590 Hold
3- United Phosphorus. 200@451 Hold
4- GNA Axel. 150@ 254 Exit
5- Coal India 300 @ 111 Exit
6- Trident 6,000 @7.45 Exit
7- Nocil 300 @ 146 Hold
8- Federal Bank 300 @ 56 Hold
9- sepcility Rest. 600 @ 36 Hold

Kishor Choudhari: I am Short term investor and the following are in my portfolio, kindly advice either to hold or come out. I am very thankful you.

Ajit Mishra:

RBLBank:  30 nos @ 195.57 Hold with strict SL at 240
SOUTHBANK:  200 nos @ 7.5 Better to exit
TATA POWER:  65 nos @ 59.50 Book part profit at the current levels and hold rest with strict SL at 85
NTPC:  75 nos @ 97.36 Hold with strict SL at 92
COALINDIA:  44 nos @ 128 Partial book at the current levels at 134 and rest can be hold with strict SL at 129.50
PFC:  50 nos @ 99.50 book part profit around 128
ONGC:  50 nos @ 79.50 Book profit
TRIDENT:  500 nos @ 7.10 Book profit
VIKASMCORP:  200 nos @ 8.30 Exit

Suvajit Roy: Please suggest how to improve my portfolio or which I can Buy/Sell

Ajit Mishra:

RIL - 23@ 1314 Hold
BajFin - 1 @ 3070 Hold
HDFCBANK - 6 @ 1216 Hold
Coal India - 20 @ 115.50 Exit
Thermax - 10 @ 778 Exit
Dmart - 2 @ 2246 Hold
Adani green - 3 @ 743 Exit
Kitex - 10@109 Exit
Sbi - 10 @ 215 Hold
Deepak Nitrate - 2 @ 785 Hold
GMDC ltd -100 @ 48.27 Exit
Airtel - 30 @ 508 Hold
Lakhmi Vilas Bank - 1700 @ 19.66 Exit

Sunil Kumar: Pls suggest for below stock holding. I have a time frame of 2-3 years. 

Ajit Mishra:

HUL 10 shares at 2175/ Hold
ITC 50 shares at 172/ Hold
Power grid corporation of India 100 shares at 160/ Hold
SpiceJet 100 shares at 49/ Hold
SAIL 100 shares at 36/ Exit
Tata consumer 20 shares at 509/ Hold

zeeshan shaikh: I am holding following shares please advise whether to hold or exit

Ajit Mishra:

1)Adaniports 30@206 Hold
2)Ajantapharma 10@1582  Hold
3)Ashoka buildcon 18@106 Exit
 4)Ashok Leyland 10@92 Hold
5) avanti feed 25@306  Exit
6)Bajaj auto 10@2082 Hold
7) bharti airtel 20@536 Hold
 8) Birla tyre 380@44 Exit
9) cipla 37@619 Hold
10) Coromandel 10@757 Hold
11) Dabur 25@467 Hold
12)hal 5@1204 Hold
13) iol 5@763 Exit
14) irctc 20@1487 Hold
15) jindalpoly 10@500 Exit
16 )Kaveri seeds 25@500 Hold
17) laurus labs 350@ 95 Hold
18) mgl 32@743 Hold
19) sunpharma 10@461 Hold
20) swaraj 8@1600 Exit
21) syngene 5@480 Hold
22) upl 28@307. Hold

Dr R K Gupta: I'm holding 200 shares of Hatsun Agro bought @ 671. What shoul I do?

Ajit Mishra: Hold for long term

Shubham Shukla: I am long term investor with following holdings. Your expert view on them…

Ajit Mishra:

LT finance 19@67 Exit
Infosys 5@1100 Hold
Cadila 5@406 Hold
Gmm pfaudler 1@5621 Hold
L&t 5@945 Hold
Wipro 13@361 Hold
Laurus labs 20@309 Hold
Alembic 51@96.7 Hold
Trident 10@7.9 Exit
Yes bank 100@13.9 Exit
Hcl 1@857 Hold
Aarti drugs 16@793 Hold
Motherson sumi 10@110 Hold
Idea 145@13 Exit
Tata consumer product 1@509 Hold
Nbcc 33@29 Exit
Sbi life insurance 1@822 Hold
Zee entertainment 3@189 Exit

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.

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