In line with the key identified investment themes (policy push-driven re-rating of construction, power and public sector undertakings, and early beneficiaries of an economic revival, like auto and financial services), we are adding
LIC Housing Finance, 
TVS Motor Company, 
Gabriel India and  
Gateway Distriparks
to the Top Picks basket. We believe that a possible pull-back or correction in these stocks after the recent upsurge would offer an attractive opportunity for investors to accumulate these stocks with a little longer time horizon.