What in your opinion will be an ideal basket of Indian shares to hold?

You are creating your own Mutual Fund . Given the current market situation and future trends,which shares of 10 Indian companies would you buy and hold . Please attempt to spread these 10 ,across a spectrum of sectors. Could you also justify your decision .

Thanks.

My Ideal top 10 Indian companies for Investment:

[1] Reliance Capital
[2] Reliance Industries
[3] ITC
[4] Infosys
[5] GMR Infra
[6] NTPC
[7] DLF
[8] L&T
[9] IVRCL
[10] Maharashtra Seamless

1. HLL - Very defensive.
2. RIL - Huge market cap, difficult to tumble.
3. Infosys Tech - Great innovators. Great value stock at any price multiple.
4. ONGC - The Indian inflation is a direct derivative of Oil prices.
5. Zee Telefilms - They're attempting to start the cricket league. If all goes well, it can release tremendous value.
6. Jet Air - Great sector to be in: Aviation.
7. ACC Limited - Cement is a great sector too.
8. Bharti Airtel - Telecom and Managed Services are sectors on which I'm bullish.
9. Dr. Reddy's Labs - Excellent in pharma.
10. HDFC Bank - The most defensive A group banking stock

My top TEN picks would be a composition of Large Caps and Mid Caps. They are

Bajaj Hindustan - Mid Cap. Commodity. Reasonably defensive sector. Great company and management. Reasonably valued.

Bharat Forge - Mid Cap. Auto Ancilliary. Fast growing sector with a decent management team. Stock is undervalued.

Bharati Airtel - Large Cap. Telecom. Valuations are expensive, but considering this to be one of the fastest growing domestic consumption sector, it is a must hold for the largest telecom player in India.

DLF - Large Cap. Real Estate/Infrastructure. Considering the valuation of the Real Estate market, it is best to pick the largest player in this exciting industry.

First Source - Mid Cap. BPO. This is concieved to be the fastest growing export sector. Therefore an exposure to this industry is a must even if the valuation seem to be a trifle expensive.

Gujarat Ambuja Cement - Large Cap. Cement/Housing. A reasonably valued stock in a defensive sector that should provide some downside protection in case the market turns south. Stock is fairly priced.

ITC - Large Cap. FMCG. A reasonably valued stock in a defensive sector that should provide some downside protection in case the market turns south. Stock is reasonably valued.

Ranbaxy - Large Cap. Pharmaceutical. Another reasonably valued stock in a defensive sector that should provide some downside protection in case the market turns south. Stock price is a bit undervalued.

Reliance Industries - Large Cap. Oil and Gas. A great company at an expensive price. However, given the pedigree of this company and its growth potential in the retail sector, it cannot be discounted even based on valuations.

Wipro - Large Cap. IT Services. This stock is expected to grow at 25 to 35% rate for the forseeable future. While Infosys might be considered to have a better management, the sheer undervalued nature of Wipro would make me opt for Wipro. Hugely undervalued.

Since the Indian share market is largely driven on momentum, I would evaluate my stock picks on a regular basis. Buy and hold generally does not work too well in the Indian markets hugely volatile scenario.

For e.g., My top ten picks do not have any exposure to Auto/Bank. This is because of the high interest rate scenario. Whenever the rates go down, then an exposure to these sectors can be initiated.

My best picks for long term investments based on the fundamentals of the company's are :
1. Infosys
2. Satyam Compouters
3. TCS
4. Reliance Industries
5. Tata Tea
6. Crain India
7. Bajaj Auto
8. Hero Honda
9. HDFC
10. L&T
11. ONGC
12. BHEL
13. SIEMEN
14. SUZLON
15. ICICI Bank
16. HDFC Bank
17. UTI Bank
18. Syndicate Bank
19. Moser Baer
20. Ultratec Cement
21. Mahindra & Mahindra
22. Telco
23. Mahindra Tech
24. Tisco
25. Zee Tele

According to me, the following 10 Companies are good for long term investment, taking into account of past record and future trends. If I can afford I want to buy and hold the shares of these companies.

1) ABB - Power & Automation Technology:
Having robust bookvalue of 21 times its face value of Rs.10/-. Current market Price is around Rs.4450/-.

2) HINDALCO - Aluminium and Copper:
Having robust book value of 104 times its face value of Rs.10/-. Current market price is around Rs.144/-.

3) HDFC BANK- Private Bank with good fundamentals and lending practices. Current Market Price is around Rs.1125/-.

4) DALMIA CEMENT - Well Diversified Cement Company. Strong Book Value worth 40x its face value. Current Market Price is around Rs.337/-.

5) JINDAL STEEL & POWER - Largest coal based sponge iron producer. Very Strong Book Value of 120 times the face value. Current market price is around Rs.3190/-.

6) FINANCIAL TECHNOLOGIES - leading player in soft ware solutions. Decent Book Value of 17.2x to its face value. The CMP is around Rs.2263/-.

7) MICO - Auto ancillary company. Strong Sales to Equity Ratio at 96x. The CMP is around Rs.4410/-.

8) Reliance Industries - All round favourite among blue chip companies. The CMP is around Rs.1720/-.

9) MARUTHI UDYOG - Indian Automobile Leader. CMP is around Rs.810/-.

10) INFOSYS TECHNOLOGIES - INVESTER FRIENDLY SOFT WARE COMPANY : The CMP is around Rs.1970/-.

Happy Investing. If you can buy and hold the shares of any or all of the companies, I am sure You will be much benefitted within a period of 3 years.

hi check this link its good

http://buyingandsellingshares.blogspot.com/

.

only if u promise me that u will give me 50% of your gains and 0% of ur blame on me if u take a hit.

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