News APP

NewsApp (Free)

Read news as it happens
Download NewsApp

Available on  gplay

This article was first published 3 years ago
Rediff.com  » Getahead » Stocks to build a long-term portfolio

Stocks to build a long-term portfolio

By AJIT MISHRA
August 26, 2020 12:39 IST
Get Rediff News in your Inbox:

'I need your suggestion regarding which shares should I take for next 5 year?'

India photos

Image published for representational purposes only. Photograph: Kind courtesy Pixabay.com

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


Amit Sharma: I am building my portfolio from last 3 years in following shares, kindly suggest if I need to add/delete or hold.

Ajit Mishra:

- Hul - Hold

- Reliance Industries - Hold

- TCS -- Hold

- HDFC Bank- Hold

- HDFC- Hold

- Clariant Chem - Exit

Atul Gopalrao Kulkarni: I have Prabhat Dairy shares purchased 2 years before at 110 and Equitas holding shares purchased at 58. Kindly advise both.

Ajit Mishra: Exit both.

Bibhuti: I have hold 11200@36 NHPC share as an employee quota IPO since 2007. Should I sell or hold these please advise.

Ajit Mishra: Hold the stock

Pankaj Sachdeva: I have the following stocks at a high loss. Please suggest should I sell or average? I can wait for another year. I have the following stocks at a high loss. Please suggest should I sell or average:

Ajit Mishra:

Motherson Sumi @197 Prefer Subros

VEDL @ 224 – Hold

Zuari Global @160 - Exit

Ashok Leyland @89 – Can average around 55 if it comes or else hold.

Anil BC: I am planning to buy stocks of PVR and Infosys. Current price of Infosys is Rs.922/ and PVR is Rs. 1056/-. Can you let me know is it worth to invest on above 2 stocks right now? Pl. advice wether to hold/sell/accumulate this shares... I can Hold for 4-5 yrs if needed to accumulate. Awaiting your Reply. Thanks

Ajit Mishra:

Buy PVR in a gradual manner over the next one year.

Infosys can be bought on dips. (5-10% correction)

Darpan Patel: Pl. advise on my holdings:

Ajit Mishra:

1) Jain Irrigation System 700 shares @₹14.4 each - Exit

2) Ram Info. 500 shares @ ₹14 each - Exit

Shree Bhave: Kindly advise if Piramal Healthcare should be sold at the current level (about Rs 1500) or one should hold on?

Ajit Mishra: For long term, Hold.

Nitin Parikh: I have these shares. What to do hold or sell ?

Ajit Mishra:

Shankara Building Products 10 nos@1053 - Exit

Sterling and Wilson 19 nos @780 - Exit

Price pipes. 84 nos @178 - Hold

Rohit Kaul: Need your advice on below shares. Shall I hold/sell these shares. Any suggestion in shares that I can invest in. 

Ajit Mishra:

Yes Bank -100 @165.89 – Hold

ITC - 51@200.31 -- Hold

Aarti Drugs - 20@706.21- Hold

Wipro - 6@288.30- Hold

SBIN - 2@328. 81- Hold

SBICards-19@755(IPO) - Hold

Quickheal49@225.23 - Hold

Idea -1000@7.39 - Exit

DeepakNitrate -25@294.81 - Hold

DeepakFerilizer -20@147.90 – Hold

brij bhushan: I have the following shares please advise. If possible please advise me a broker who charges less?. 

Ajit Mishra:

Alpha zeo 182.70 - Exit

Berger 506 - Hold

Diamond yd 584.40 - Exit

Equitas 59.39` - Exit

Parag 103 - Exit

Sail 36 - Exit

Schneider 86.30 - Exit

RAHUL BANKAR: My age is 2month in the share market, I am holding below share and kindly advice need to hold or sale, actually they are in red. Also please advice for penny stock which I want to buy and hold for long time. 

Ajit Mishra:

1) Idea -Exit

2) IDFC-Exit

3) PC jwellers-Exit

4) PNB-Exit

5) Relinfra-Exit

6) Tata Motors-Exit

7) Yes Bank-Hold

MOTAHER HOSSAIN: Sir, I have 1000 shares of network 18,what should I do? Hold or sell? If there is any good news then please suggest me whether I should but more share or not?

Ajit Mishra:  Exit

Gaurav Kanted: I would like your opinion on my current portfolio. I'm planning to hold it for 1-2 years and possibly add to it further. Thank you in advance for your valuable time and inputs. All prices below are avg prices I have bought for:

Ajit Mishra:

1) ASHOKLEY -  Rs 50 - 100 shares – Hold, can add more around 55

2) BANKBEES - Rs 215 - 10 shares – Hold, keep adding gradually for next 1 year.

3) GAIL - Rs 86 - 20 shares - Hold

4) HDFCBANK -  Rs 866 - 15 shares Hold 

5) IDFCFIRSTB - Rs 20 - 100 shares - Exit

6) ITC - Rs 160 - 10 shares. - Hold

Hanif Malek: I need your suggestion regarding which share should I buy for next 5 year target? 

Ajit Mishra: Reliance Industries (on dips), ICICI Bank, Axis Bank, Emami, Britannia Industries, Maruti, Dabur, Havells, L&T, Bharti Airtel and M&M

Arijit Kar: I am relatively new in stock market trading. I am experimenting and doing analysis on my own after doing a bit of learning. However I am facing loss as of now. Kindly suggest /guide me what to do in future?

Following are the details of my holding for long term 1 year view

Ajit Mishra:

Adani green -95 shares @379 - Exit

Clariant Chemicals- 19 shares @570(Special Dividend of 140 yet to receive) - Exit

Indiabulls housing finance - 23 shares @239 - Exit

Dmart - 6 shares @1996 - Hold

Relaince - 23 shares @1900 - Hold

Muthoot finance- 10shares @1247 - Hold

Shri Kerur: I have below shares holding from 2 years, please suggest me wether I can hold or exit.

Ajit Mishra:

CDSL - 100 @ 390/per share -Hold

HUDCO - 500 @ 92 / per share  - Exit

Vidyashree Koti: I hold below shares, please suggest to hold/sell.

Ajit Mishra:

Raymond 100 shares @342 - Exit

Future Retail 300 shares @140 - Exit

IndusInd 400 shares @560 - Exit

Krishna Raj PR: I AM HOLDING THE FOLLOWING SHARES. PLEASE ADVISE WHETHER I SHOULD HOLD OR SELL

Ajit Mishra:

TECH MAHINDRA  (AVERAGE PURCHASE PRICE: 585/-) – Hold

REYMOND (AVERAGE PURCHASE PRICE: 477/-) Exit

ITC (AVERAGE PURCHASE PRICE: 197/-) Hold

I WOULD LIKE TO HOLD TECH MAHINDRA IF IT CAN BE PROFITABLE FOR LITTLE LONG. I HAVE ONE MORE DOUBT. THE DIVIDEND IS BEING ANNOUNCED FOR TECH MAHINDRA ON 23 JULY. WHETHER THE SHARE PRICE WOULD GO DOWN OR UP AFTER DIVIDENT PAYMENT.

Ajit Mishra: Stock did run up after dividend announcement.

Amol Deogirakar: I wish to invest 5 lakh in stock market and can wait for a period of 3-4 years for return. Please suggest stocks for the growth.

Ajit Mishra: Reliance Industries, ICICI bank, HDFC Bank, Havells, Dabur, Emami, Britannia Industries, TCS and M&M

ankur kumar: Below is my portfolio. Kindly suggest what to sell and exit.

Ajit Mishra:

Sbi -Hold

Hul-Hold

Hindustan zinc-Hold

Voda Idea - Exit

Ambuja cements -Hold

Jyothi lab-Hold

Biocon-Hold

Itc-Hold

Mishra dhatu nigam-Hold

Titan-Hold

Hcl tech-Hold

Icici prudential-Hold

Gail india-Hold

Ongc-Hold

Wipro-Hold

Federal bank-Hold

Tata motors-Hold for atleast 2-3 years

Hindalco-Hold

Nmdc-Hold

Hpcl-Hold

Petronet Lng-Hold

Igl-Hold

Bharat electronics-Hold

Sail-Exit

Bpcl-Hold

Icici bank-Hold

Sunpharma-Hold

Vedanta-Hold

Ioc-Hold

Ntpc-Hold

Tech Mahindra-Hold

Emami-Hold

Au small fin bank - Exit

Granules-Hold

Aditya birla capital-Hold for atleast 2-3 years

Himatsingka seide- Exit

Powergrid corp-Hold

Dlf- Exit

Cipla-Hold

Axis bank-Hold

Jagran prakashan-Exit

Jindal steel-Hold

Hemanth Kumar: I have the following shares purchased at:

Ajit Mishra:

BHEL 500 shares @ 42 - Exit

BEL 285 shares @ 99.2-Hold

HUDCO 2000 shares @ 37.4- Exit

NALCO 1000 shares @ 36.7 - Hold

SAIL 1000 shares @ 36.4- Exit

Please recommend future course of action. 

Shreeram Godbole: I am holding 1200 shares of Avanti Feeds since last 3 years. At present I have lost almost 4 lakh. This stock fluctuates very violently. What do you advise on this stock?

Ajit Mishra:  Yes, it is highly volatile, if you have 2-3 year view then only hold or else exit.

I am also holding Aditya birla capital 1000 shares. Here also at present trading price I have lost 1.4 lakh. should I hold it or get rid of these stocks?

 Hold for atleast 2-3 years.

Nilanjan Ganguly: I am sharing with you my present portfolio along with the purchase price.

Ajit Mishra: Please advise whether should I hold, sell or buy these stocks.

1. Bajaj Finance  23 stocks @2850.00 each - Hold

2. Bata 2 stocks@1409.07 each- Hold

3. BPCL 20stocks@338.55 each- Hold

4. Eicher motors 2 stocks@17670.09each- Hold

5. Gail 50 stocks@77.76 each- Hold

6. HDFC Bank 40 stocks@1083.86each- Hold

7. ICICI Bank 20 stocks@ 374.14 each- Hold

8. L&T 50 stocks@1110.73 each- Hold

9. Relience 25 stocks @ 1183.36 each- Hold

10. SBI card 20 stocks@ 744.83 each- Hold

11. SBI 45 stocks@ 223.98 each- Hold

12. Tata motors 20 stocks@ 87.08 each – Hold for atleast 2-3 years

13. Tata Steel 30 stocks@274.18 each- Hold

14. Titan 25 stocks@ 974.51 each- Hold

Lokesh Yeolekar: I hold below shares please let me know your opinion. i can hold for decent time. but want to invest more money in shares however cannot as all above shares stand still whether market up or down.

Ajit Mishra:

1. TATA motors- Hold for atleast 2-3 years

2. Motherson sumi – Prefer Subros

3. Bombay dyeing - Exit

4. Idea -Exit

5. Yes bank - Exit

6. SBI card IPO - Hold

7. NBCC - Exit

8. Karur vyasa bank -  exit

9. Ashok Leyland -- Hold

10. IOC- Hold

Nagaraju Pogulakonda: I am holding 250 shares of ERIS LIFE SCIENCES bought at Rs 500 level. Kindly convey your opinion on the same.

Ajit Mishra: Hold

Manish Murlidhar Mahajan: I have following share with long term perspective of 10 years to hold: 

Ajit Mishra:

Tata Motors – Hold for atleast 2-3 year

General Insurance Corporation - Exit

HDFC Bank - Hold

HDFC Insurance- Hold

ICICI Bank- Hold

ICICI Prudential Ins - Hold

Reliance Nippon Asset Mgt - Hold

SBI Cards - Hold

State Bank of India - Hold

Yes Bank – Risky Bet, Exit below Rs. 10

Coffee Day - Exit

Hindustan Unilever - Hold

ITC- Hold

Reliance Industries- Hold

Glenmark Pharma- Hold

Sun Pharma- Hold

NHPC- Hold

Arka Bose: Please review my holdings. I have a long term view of 10 years.

Ajit Mishra:

BASF - Exit

Bajaj finserv - Hold

Bajaj finance- Hold

Berger paints- Hold

Britannia industries- Hold

Colpal- Hold

Dmart- Hold

hcl tech- Hold

Hdfc- Hold

Hdfc amc- Hold

Hdfc bank- Hold

Hdfc life- Hold

Hul- Hold

Idfc first bank - Exit

Iolcp - Hold

Infosys- Hold

Irctc- Hold

Pidilite- Hold

Reliance- Hold

Sbi carda- Hold

Tcs- Hold


Please mail your questions to getahead@rediff.co.in with the subject line 'Stock Market Query', along with your name, and 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.

Get Rediff News in your Inbox:
AJIT MISHRA