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

'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'

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.

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 @â€˜. 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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