Pick L&T, BHEL, ICICI Bank, Sun Pharma: Sharmila Joshi

Sharmila Joshi of sharmilajoshi.com told CNBC-TV18, "Pick one of the leading private banks, either HDFC Bank or ICICI Bank. Go with capital goods name, either Larsen & Toubro or BHEL, I would prefer Larsen. I would definitely have some pharma, so choose may be Sun Pharma or Dr Reddy's Labs or Cipla even and then again have something from IT, so you can have either HCL Tech or Tech Mahindra going ahead and make a basket like this of five or six stocks and just stay invested in it for two to three years, that should give you good benefits."

BHEL's trailing 12-month (TTM) EPS was at Rs 5.80 per share. (Mar, 2015). The stock's price-to-earnings (P/E) ratio was 44.18. The latest book value of the company is Rs 140.82 per share. At current value, the price-to-book value of the company was 1.82. The dividend yield of the company was 1.1 percent.