"My top pick is Larsen & Toubro. There is a new tie up with Hindustan Aeronautics. Defence now taken centrestage after Chandrayaan 3. And Larsen & Toubro fits the bill perfectly. It is a must-have in a portfolio. Use this correction to buy. Two, I have been very bullish on Apollo Hospital and that could be a very good play for a target of 6,000. Third, I am very bullish on LTIM. In IT, there will be a re-rating and it will be led by LTIM."