Udasi told to CNBC TV18, "I can only talk about the performance expectation for the quarter so we think midcaps Everest Kanto Cylinders could outperform the expectations. It has been making losses. I think they could come back into profits this quarter. Also among banks mid tier banks I think the performance will be very good for banks like UCO Bank and United Bank . The numbers on the names could actually exponentially grow by about 1000 BPS YoY for some of these banks. So from that perspective these are few of the counters. There is also a consumption story which is in durables called V-Guard which we are quite bullish on."