Axis Securities’ top picks for August: Bajaj Finance, Bharti Airtel, SBI and more

Axis Securities’ Top Picks Basket has outperformed the broader market consistently, delivering a 6% return over the past six months compared to the Nifty 50’s 5.5% return during the same period. Despite a volatile July 2025—marked by divergent trends across sectors, market capitalisations, and style indices—the basket declined 2.7% month-on-month, still outperforming the Nifty 50’s 2.9% drop. In line with this performance and supported by strong fundamental themes, Axis Securities recommends the following stocks for continued long-term potential: Bajaj Finance, SBI, Varun Beverages, HDFC Bank, Bharti Airtel, Shriram Finance, Avenue Supermarts and Lupin,

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