Hold Decision Analysis

The Hold Decision Analysis looks at the quality of your Hold decisions. It analyzes the returns generated at the stock level across time periods, to check whether the calls you made to hold the stock were good or bad.
It benchmarks returns given by stocks over Financial Years and CAGR for the past 3 years, against a desired return of 15%. Stock returns and time periods are highlighted in red accordingly.

Hold Decision Analysis

Choose Account and starting FY
Change in average price
yoy
Annualised return
till date
%
FY-2019
%
FY-2020
%
FY-2021
%
FY-2022
%
FY-2023
%
Price CAGR
( FY-2020 to FY-2022 )
Price CAGR
( FY-2021 to FY-2023 )
% weightage in portfolio No of years returns lesser than desired returns
ACC Ltd. -6.7 - 2.1 -0.3 44.2 2.4 19.9 21.5 3.7 3
Adani Power Ltd. 26.1 - 66.0 -7.9 138.3 113.5 48.1 125.6 0.5 1
Canara Bank -18.3 - -18.7 -42.0 49.8 15.4 -6.8 31.5 0.8 2
DLF Ltd. -21.9 - 1.1 8.8 69.3 -1.2 35.8 29.3 0.2 3
Eicher Motors Ltd. -9.3 - -19.5 10.5 23.8 2.0 16.9 12.4 22.9 3
Eros International Media Ltd. -42.7 - -77.7 -11.4 13.8 23.2 0.5 18.4 0.0 3
Fortis Healthcare Ltd. 3.8 - -3.1 9.5 65.8 -0.2 34.8 28.6 0.5 3
Jet Airways (India) Ltd. -37.5 - -56.6 -43.2 29.2 13.2 -14.3 20.9 0.3 3
JSW Energy Ltd. 3.7 - -6.7 -1.2 166.6 58.2 62.3 105.4 0.3 2
Maruti Suzuki India Ltd. -7.4 - -15.5 -2.0 14.5 6.3 5.9 10.3 46.0 4
MRF Ltd. -11.6 - -11.0 24.9 1.4 -8.3 12.6 -3.6 24.7 3