Subhash, I have Ben bullish on den since 90, mnm finance since 350 and 580, shr city union since abt 525, srt since abt 500, gruh since god knows when, Indus ind, yes bk, etc. the financial sector in terms of private cos and digitization was a theme to play when mkts were at the mercy of forex, fccb, inflation, etc. one had a game change through legislation while the other was a beneficiary of some insipid psu work and some of Bharat ie rural inda saving. I still believe digitization n financials will out perform mkts. By how much is just a guess. I think the consumption theme is a mkt performer in some cases such as unilever, Marico, pidilite all of which I don't own. It may do moderately well in Hawkins, ttk, which I own. I personally have sold la opala a stock I initiated at 80 as I think the co has run far ahead of its worth. I am to bullish on dominos, gsk consumer, though I own and have Ben recommending gsk consumer since 2000 bucks. I think at 4000, there is merit in offloading to the promoter and playing on opportunity costs.
Satyam, tech m and Hcl are good in IT.
I have just added unitech to my portfolio, as the co has comparatively a lower debt than dlf and seems mispriced for now.