@ranvir, That looks interesting to me.
I am also of opinion that, with increasing EBITDA margins and R&D expertise, Hero Motocorp seems to be good bet from 2-3 years perspective. I am not convinced to buy at current CMP but looks promising story.
Also, adding LUPIN at this stage seems sound judgement looking at its current past 2-3 quarters though valuations look on higher side to me.
Adding more to HDFC Bank in these tough times looks logical. If there are not much opportunities then HDFC twins are good candidates to invest. This seems only bank in India with fundamentally sound business model, and sustainable low NPA(s).
Disc: Invested in HDFC Bank only.