Rajat Bose of rajatkbose.com told CNBC-TV18, "I would recommend BHEL, ICICI Bank, Power Grid, Selan Exploration and Whirlpool. BHEL and Selan Exploration are from the net current assets bases of Benjamin Graham. This net-net means that they are real good value. BHEL is about 1.4 times and Selan is about 1.5 times net current assets."
"ICICI Bank - if the economy grows that is a very good play. Power Grid this is a capital cycle play that power actually has not seen much of an investment over the last many years. This sector is actually growing up."
"Final one that is Whirlpool is a consumption story and parent company has very big plans for India, so that way these five could do very well for us," he added.