Stocks to buy: Bajaj Finance, SBI, HDFC Bank among Axis Securities’ 15 top picks

Axis Securities has identified 15 top stock picks, maintaining an overweight stance on BFSI, telecom, consumption, healthcare, and interest-rate sensitive sectors. The brokerage favors discretionary and retail consumption plays, along with select capex-linked cyclical stocks, while expressing caution on IT in the medium term.