sectors which were most affected by the Covid-19 induced lockdown will now be the prime beneficiaries as the economy opens up and normalcy creeps in.
Sectors including Tourism, Entertainment, Real Estate, Building Materials, Malls could see a bigger turnaround as coronavirus vaccine becomes a reality.
Keeping the same in mind, ICICI Securities has curated the Vaccine Winners - One Click portfolio which consists of top value picks across benefitting sectors.Investment Profile of the Coronavirus Vaccine Winners- One Click portfolio is as below:The portfolio consists of nine stocks.
It has a small cap bias with 65% of the portfolio weight in them, followed by 24% in mid cap and 11% in large caps.Coronavirus Vaccine Winners- One Click Portfolio.