"Largecaps Reliance, Apollo Hospital, and ICICI have great potential for growth and it is time to get overweight on these stocks. Tata Tele and JP Power are the midcap dark horse opportunities. Midcaps may be frothy but there is still value to be found. The Nifty is likely to reach 20,000 this month. Underlying positive global cues and strong macroeconomic fundamentals are driving factors."