Axis Top Picks for the month of December 2025
Strong 1500+ points Rally in Nifty 50 since Oct’25: After seeing some pullback in Jul/Aug’25, a broad-based recovery was seen since Oct’25.
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Top Conviction Ideas - “Retail”
Most discretionary categories sustained double-digit revenue growth, though mass and mid-market footwear lagged amid early monsoons, geopolitical...
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Axis Top Picks for the month of October 2025
Relative Underperformance Provides an Opportunity to Add Equity for the Long Term: On a YTD basis, the Indian market has underperformed the US...
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GST 2.0: Will India’s Biggest Tax Reset Spark a Consumption Boom or Drive Margin Expansion?
​India's GST Council cuts rates on essentials, simplifies tax structure to boost household demand and GDP growth, benefiting FMCG companies and...
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Axis Top Picks for the month of September 2025
Axis Top Picks Basket delivered a return of 16.2% in the last six months against the 10.4% returns posted by Nifty 50, outperforming the Nifty 50...
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