Rajat Bose of rajatkbose.com is of the view that one may pick BHEL, ICICI Bank, Power Grid and Whirlpool.
"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.