Bajaj Finance, State Bank of India, Varun Beverages, HDFC Bank, Bharti Airtel, Shriram Finance, Avenue Supermarts, Lupin, Max Healthcare, Hero MotoCorp, Prestige Estates, APL Apollo, Kirloskar Brothers, Sansera Engineering and Kalpataru Projects, are the 15 stocks highlighted by Axis Securities as their top stock picks for September, for an upside potential of up to 29%. Here’s a look at their rationale behind some of their picks: