- Sun Pharma: The drug maker has jumped 444 per cent in the past six years. Pharma companies are a defensive play and because they have such a strong presence in the US generic market, they also gain from rupee weakness.
- Tata Consultancy Services: Shares in the country's biggest outsourcer are up 325 per cent since January 2008. The stock has seen a sharp run-up in the last few months because of the sharp fall in the rupee.
- Dr Reddy's Lab: India's biggest drug maker by market capitalization has gained 260 per cent in the six years since January 2008.
- Hero MotoCorp: India's biggest two-wheeler manufacturer might be facing some pressure after parting with Honda, but shares in the company have not disappointed investors. The stock is up 200 per cent since January 2008.
- ITC: India's biggest cigarette maker has seen 190 per cent gains over the last six years. The stock is a part of most portfolios as it is considered to be defensive in nature.
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