The Budget 2025 portfolio highlights 18 stocks set for growth amid a market revival. Using top-down and bottom-up approaches, these stocks benefit from the budget’s focus areas and economic reforms. Despite early 2025’s market volatility and corrections, the government’s budget addresses economic challenges.
The 18 stocks include Reliance Industries, HDFC Bank, Infosys, Tata Consultancy Services, ICICI Bank, Hindustan Unilever, Bajaj Finance, Bharti Airtel, Kotak Mahindra Bank, Asian Paints, Larsen & Toubro, Maruti Suzuki, Sun Pharmaceutical, Ultratech Cement, Nestle India, Wipro, Tech Mahindra, and Dr. Reddy’s Laboratories.
This strategic selection focuses on medium-term triggers and improved outlooks, aiming to capitalize on market recovery and leverage government initiatives. Investors should watch these stocks for potential growth and stability. The Budget 2025 portfolio offers promising opportunities, aiming to navigate market challenges and benefit from an eventual market revi
val.