Request to review my portfolio

Kindly review my portfolio & guide me.. I am an absolute newbie.
1. Marksans Pharma-4000 nos.
2. Nocil -3000 nos.
3. Meghmani Organics-500 nos.
4. South Indian Bank-2000 nos.
5. Nifty BEEs-170 nos.

 

Is this long term or short term portfolio? South Indian bank is a good bank but not performing right now. I suggest that you move to axis. Add some auto stock..I like Maruti or motherson sumi. Diversify your portfolio a bit more. I like nocil.

 

Thank you Dineshji for your advice. This is for 12-18 months.

 

12-18 months it seems like Autos, HFC and infra will be good bets. Pharma is also good, but its already highly valued (except maybe a few which have corrected a lot). Take M&M, Motherson Sumi, Axis, DHFL and good infra names like MBL, Ashok, Ahluwalia, NBCC etc. Good luck!