Indian equity markets have navigated a volatile landscape over the past few months, with mixed performances across sectors, market caps, and styles. Despite the fluctuations, select high-conviction baskets have outperformed. Axis Securities’ Top Picks Basket delivered a 16.2% return in the last six months, outpacing the 10.4% gain by the Nifty 50, and delivering a flat MoM return in August, still ahead of the Nifty’s 1.4% decline. Since its inception in May 2020, this basket has generated a remarkable 324% return, significantly higher than the Nifty 50’s 164% over the same period.
With optimism building around festive demand and a likely earnings upgrade cycle in the second half, Axis Securities has revealed its Top Picks across large, mid, and small cap segments—well-positioned to benefit from India’s resilient growth outlook for a horizon of next one year: