GET AHEAD

Is my portfolio good?'

By AJIT MISHRA
January 31, 2022 08:56 IST

Illustration: Uttam Ghosh/Rediff.com
 

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


VENKATESH A: I am holding the following shares. I am a long term investor with the aim of holding for at least 10 years. Kindly advise which are shares I can HOLD/ BUY MORE / SELL. Appreciate your valuable suggestion.

Ajit Mishra:

Company name Shares - QTY View
Ashok Leyland Ltd. 665 Hold
NTPC Ltd. 580 Hold
Lemon Tree Hotels Ltd. 325 Hold
ITC Ltd. 285 Hold
The Indian Hotels Company Ltd. 275 Hold
Indian Oil Corporation Ltd. 270 Hold
Exide Industries Ltd. 193 Hold
Motherson Sumi Systems Ltd. 176 Hold
Jyothy Labs Ltd. 165 Hold
Kalpataru Power Transmission Ltd. 118 Hold
ICICI Bank Ltd. 94 Hold
Castrol India Ltd. 90 Exit
Coal India Ltd. 85 Exit
Engineers India Ltd. 70 Exit
Sterlite Technologies Ltd. 70 Hold
RBL Bank Ltd. 67 Exit
Larsen & Toubro Ltd. 65 Hold
Petronet LNG Ltd. 50 Hold
Infosys Ltd. 48 Hold
Bandhan Bank Ltd. 44 Hold
Cadila Healthcare Ltd. 41 Hold
ICICI Securities Ltd. 40 Hold
HDFC Bank Ltd. 38 Hold
Alembic Pharmaceuticals Ltd. 29 Hold
Amara Raja Batteries Ltd. 29 Hold
SBI Life Insurance Company Ltd. 29 Hold
State Bank of India 29 Hold
Mahanagar Gas Ltd. 24 Hold
Dabur India Ltd. 21 Hold
Bharti Airtel Ltd. 20 Hold
HDFC Life Insurance Co Ltd. 16 Hold
HCL Technologies Ltd. 13 Hold
Bajaj Holdings & Investment Ltd. 9 Hold
Hindustan Unilever Ltd. 8 Hold
Symphony Ltd. 7 Hold
Reliance Industries Ltd. 6 Hold
Ajanta Pharma Ltd. 5 Hold
Hero Motocorp Ltd. 2 Hold

dalvi khandu: Shares in my portfolio:

Ajit Mishra:

Company Recommendation
CHEMCON SPECIAL CHEMICALS Hold
CAMS Hold
BRITANNIA Hold
GAIL INDIA Hold
CREDOT ACCESS GRAMIN BANK Exit
EQUITAS SMALL FINANCE Exit
ALBERT DAVID Prefer Biocon
AVENUE SUPERMART Hold
COAL INDIA Exit
DIXON TECHNOLOGY Hold
FEDERAL BANK Exit
EXIDE INDUSTRIES Hold
FIRST SOURCE SOLUTIONS LTD Hold
GENERAL INSURANCE Hold
HAPPIEAST MINDS Hold
HCL TECHNOLOGY Hold
HDFC ASSET MANAGEMENT Hold
HDFC BANK Hold
HDFC LIFE Hold
HDFC Hold
HUL Hold
ICICI PRU LIFE INSURANCE Hold
INDIAMART INTERMESH Hold
IRCTC Hold
IRFC Exit
IRCON Exit
INFOSYS Hold
ITC Hold
JUBILIANT FOOD Hold
JUST DIal Book Profits
JUPITER INFOMEDIA Exit
KALYAN JWELERS Prefer Titan
KOTAK MAHINDRA BANK Hold
LARSON TOUBRO Hold
LAXMI ORGANICS Hold
LAYLA TEXTILE Exit
MAJESCO LIMITED Exit
MARICO LIMITED Hold
MINDSPACE BISSUNESS REIT Hold
MOTHER'S IN SUMI Hold
NIPPON LIA LIMITED Hold
PRINCE PIPES Hold
RELIANCE Hold
SBI Hold
SBI LIFE Hold
SBI CARDS & PAYMENTS Hold
ROLTA INDIA Exit
SEVEN TECHNOLOGIES Exit
SEQUENT SCINTIFIC Prefer Biocon
SHRENIK LIMITED Exit
SOM.DISTILORIES Exit
SPCEJET Exit
STRIDES PHARMA Hold
SUN PHARMA Hold
SYMPHONY Hold
TCS Hold
TATA CONSUMER Hold
UJJIVAN SMALL FINANCE Exit
UTI ASSET MANAGEMENT Hold
VARUN BEAVERAGES Hold
WIPRO Hold
YES BANK LOCKED Hold

Kishore Kumar: I am 52 years and want to quit my job due to personal issues. I have about 30 lakhs savings which I would like to invest in stock market. I require about 30-40 thousand rupees per month. I do not have any other liabilities. Kindly advise where to invest this amount.

Ajit Mishra: In the stock market, there's no way one can have assured return. Also, there's a risk involved. Since I have limited knowledge for fixed income products which are relatively safe, I would recommend checking with a financial planner/expert for products matching your return expectations with minimum risk.

You can invest in stocks such as Kajaria Ceramics, Berger paints, Metropolis, M&M, Ashok Leyland, Britannia, V-guard, Polycab, Biocon and Birlasoft.

Pankaj Bhatt: Please find few shares with purchase price which i have. Those are mentioned below.

Company Price
Arnav Corporation Rs 3.75
Yes Bank Rs 13.81
PNB Rs 41.14
Caption Polyplast Rs 35.39

Kindly share your opinion on these shares.

Ajit Mishra: Exit all the stocks and invest in blue chip stocks

sambasivarao manchikanti: I am holding following stocks. Request you to suggest your opinion.

Ajit Mishra:

Company No of shares Price Recommendation
Aurobindo pharma 50 800 Hold
Yes bank 3600 42 Hold
Tatapower 150 170 Hold
Rec ltd 200 150 Exit

manjunath b: I have following List of shares.Please give your suggestions.

Ajit Mishra:

Company name Cost per share Shares View
Adani Ports and Special Economic Zone 713 155 Hold
Aditya Birla Sun Life AMC Ltd. 712 20 Hold
Alkyl Amines Chemicals Ltd. 1193 50 Hold
Apcotex Industries Ltd. 325 150 Exit
Apollo Tricoat Tubes Ltd. 240 96 Hold
Astra Microwave Products Ltd. 181 400 Hold
AU Small Finance Bank Ltd. 1003 65 Exit
Balaji Amines Ltd. 3280 25 Hold
Burger King India Ltd. 169 224 Hold
Control Print Ltd. 352 200 Exit
Deepak Nitrite Ltd. 2137 50 Hold
Dixon Technologies (India) Ltd. 772 65 Hold
Dollar Industries Ltd 341 150 Hold
Fiem Industries Ltd. 730 100 Hold
Gabriel India Ltd. 103 400 Hold
Galaxy Surfactants Ltd. 1950 35 Hold
GMM Pfaudler Ltd. 2503 50 Hold
Goldiam International Ltd. 659 235 Book Profits
Gujarat Gas Ltd. 614 200 Hold
Hikal Ltd. 180 400 Exit
Indiabulls Housing Finance Ltd. 259 600 Exit
Indusind Bank Ltd. 1518 70 Exit
Insecticides (India) Ltd. 509 70 Hold
Ion Exchange (India) Ltd. 763 40 Hold
KNR Constructions Ltd. 297 300 Book Profits
Laurus Labs Ltd. 293 250 Hold
Laxmi Organic Industries Ltd. 516 140 Hold
Man Industries (India) Ltd. 135 500 Exit
Mas Financial Services Ltd. 1098 50 Hold
Minda Corporation Ltd. 106 1000 Hold
Mrs. Bectors Foods Specialities Ltd. 401 150 Hold
Phillips Carbon Black Ltd. 254 150 Hold
RBL Bank Ltd. 188 300 Exit
Rupa & Company Ltd. 474 125 Hold
Shemaroo Entertainment Ltd. 139 320 Exit
Shriram Transport Finance Company 1449 35 Hold
Suprajit Engineering Ltd. 232 450 Hold
Syngene International Ltd. 554 100 Hold
Tata Motors Ltd. 152 500 Hold
The Indian Hotels Company Ltd. 138 500 Hold
UTI Asset Management Company Ltd. 1124 100 Hold
Vakrangee Ltd. 60 3300 Exit
Vinati Organics Ltd. 990 50 Hold
Yes Bank Ltd. 68 12000 Hold
Yes Bank Ltd. 12 1050 Hold
Zen Technologies Ltd. 196 175 Hold
Zensar Technologies Ltd. 280 470 Hold

shafeer: Could you please suggest some new trending shares to buy and I brought Sanwaria Consumer two year before. Is there any chance to come up?

Ajit Mishra: Exit Sanwaria Consumer and invest in stocks such as Kajaria Ceramics, Berger paints, Metropolis, M&M, Ashok Leyland, Britannia, V-guard, Polycab, Biocon and Birlasoft.

V Pitchai: Is it good to hold the following shares? (I have these at present). Would be thankful for your advise.

Company Recommendation
Gabriel India Exit
JSW Energy Hold
Hester Bio Hold
Heranba Industries Hold
Jubilant Industries Hold
Banco Products Exit

Shreesh Onkar: Below is my portfolio. I am looking for a long-term investment. Please suggest which shares I need to sell/hold/buy. Thanks in advance.

Ajit Mishra:

Name Purchased Price Current Price Number of shares View
Aditya Birls Sun Life AMC 712 683 20 Hold
Gland Pharma 3886 3749 2 Hold
Inox Wind 100.45 128.25 20 Exit
IRCTC 4867 5877 4 Hold
Laurus Labs 621 645 5 Hold
Paras Defence 482 760 30 Hold
PI Industries 3282 3329 2 Hold
Sansera Engineering 821 803 6 Hold
Sterling & Wilson Solar Ltd 474 444 5 Hold
Tata Chemical 1080 1094 3 Hold
Tata Coffee 239 234 10 Hold
Tata Motors 412 509 5 Hold
Tata Power 188 257 10 Hold
Jindal Steel 455 452 10 Hold
Varun Beverages Ltd 915 900 5 Hold
PVR 1740 1718 4 Hold

victor graphic: I am a new to this stock market and have been trading since the last 6 months with small numbers of quantity. I have listed the stocks I have purchased. Kindly advise if I should hold or exit. List of shares.

Ajit Mishra:

Sr. No Company No of shares Price View
1 AXIS BANK LTD. 20 613.19 Hold
2 Dixon Technologies (India) Lim 5 3,505.82 Hold
3 HEG LTD. 10 2,120.29 Hold
4 ICICI BANK LTD. 20 573.10 Hold
5 INDIABULLS HOUSING FINANCE LTD 50 218.68 Exit
6 Indian Railway Catering and To 20 1,416.35 Hold
7 ITC LTD. 80 186.92 Hold
8 ITD CEMENTATION INDIA LTD. 60 81.35 Exit
9 KOPRAN LTD. 50 194.18 Exit
10 Larsen & Toubro Infotech Limit 5 3,119.18 Hold
11 LARSEN & TOUBRO LTD. 30 892.83 Hold
12 Laxmi Organic Industries Limit 25 234.85 Hold
13 Nazara Technologies Limited 10 1,746.65 Hold
14 PIRAMAL ENTERPRISES LTD. 10 1,699.35 Hold
15 POLYPLEX CORPORATION LTD. 10 1,112.54 Hold
16 RELIANCE INDUSTRIES LTD. 10 2,156.30 Hold
17 REPCO HOME FINANCE LTD. 50 346.21 Exit
18 SBI CARDS AND PAYMENT SERVICES 15 860.30 Hold
19 STATE BANK OF INDIA 20 302.94 Hold
20 TATA CONSUMER PRODUCTS LIMITED 20 475.17 Hold
21 TATA MOTORS LTD. 50 284.30 Hold
22 TITAN COMPANY LIMITED 5 965.56 Hold
23 UNION BANK OF INDIA 50 40.76 Exit
24 VAIBHAV GLOBAL LTD 13 1,037.95 Exit

Bhupendra kumar: I am a cancer patient with third stage. I have small income and can save only 25000/- per month. I have a child four year old. I want to invest in stock market. So that i can give some financial support to my only child. Please suggest me one or two options for four to five years horizon. Please help me. Hope u reply me soon. 

Ajit Mishra: From 4-5 years perspective, you can invest in stocks such as Kajaria Ceramics, Berger paints, Metropolis, M&M, Ashok Leyland, Britannia, V-guard, Polycab, Biocon and Birlasoft.


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

AJIT MISHRA

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