Axis Top Picks Basket delivered a return of 6% in the last six months against the 5.5% returns posted by Nifty 50 over the same period. Amidst a highly volatile month of Jul’25, which witnessed notably mixed performance across sectors, market caps, and style indices, the Axis Top Picks basket declined by 2.7% MoM but managed to beat the benchmark Nifty 50, which declined by 2.9% over the same period. It gives us immense joy to share that our Top Picks Basket has delivered an impressive return of 325% since its inception (May’20), which stands well above the 167% return delivered by the NIFTY 50 index over the same period.
Based on the recent developments, we have made one change to our Top Picks recommendations. This includes the removal of Colgate India due to weaker-than-expected results and the addition of Kirloskar Brothers. Our modifications reflect the expectations of higher growth and margin profile going forward.
Based on the above themes, we recommend the following stocks: HDFC Bank, Bajaj Finance, Shriram Finance, Avenue Supermarts, State Bank of India, Lupin, Hero Motocorp, Max Healthcare, Kirloskar Brothers, Kalpataru Projects, APL Apollo Tubes, Varun Beverages, Bharti Airtel, Prestige Estates, and Sansera Engineering.
