Poll: Bharti Airtel, ICICI, Infy, L&T and SBI top largecap picks

Money managers remain bullish on construction, IT, consumer, cement and agro-chemical stocks and advise avoiding capital goods, insurance, real estate, commodities and nonbanking finance companies.

PARTICIPANTS: Aditya Birla MF, Ambit, Anand Rathi, Ashika Broking, Centrum, Dolat Capital, Elara, Emkay Global, HDFC Securities, ICICI Direct, IDBI Capital, IndiaNivesh, ITI Mutual Fund, Kotak Securities, Mirae Asset, Motilal Oswal, Nirmal Bang, Prabhudas Lilladher, Reliance Securities, SBICAP, Union MF, Yes Securities