Stock Market Strategy: Increded Equites Lists 21 Stocks to Buy This June

Even as benchmark indices like the sensex and nifty have managed to notch up returns of approximate Tensions and domestic geopolitical concerns. The broader market has presented a mixed picture, with the nifty midcap 100 index Gaining Around 1.4 Percent, While The Nifty Smallcap Index Has Declined 2.7 Percent Year-TO-Date.

In this backdrop, domestic brokege firm increded equities have Released its latest list of stock ideas for June 2025. The firm has adopted a selective and rising-aware approach, recommending 21 Stocxes with Ank-Anne Rating and Advising Investors to Trim Exposure in Three other.

Monsoon Outlook, Gva Growth Key Positives

According to increase rights, two macroeconomic indicators unur-term support to equity markets: a favorite monsoon forecast and robust gva green. The India Meteorological Department (IMD) has projected Above-Normal Rainfall this year-106 Percent of the Long-Period Average-WHIHICH BODES Well for Agriculture, Rural Demand, and Consumer Demand, and Consumer Demand, And Consumer Demand, and Consumer Demand. While the Southwest Monsoon Hit Kerala Earlier Than Usual, Further Progress is Expected to Pause Until June 10.

On the Economic Front, The National Statistical Office (NSO) Reported a 6.8 Percent year-or-Year growth in real gross value added (GVA) DURING DURING DURING DURING FASTEST In the Last Four Quarters. This was driven by Strong Agricultural Performance, and Increded Expects India’s GDP Growth to MainTain Momentum with Support from Stable Crude Oil Prices and Improved Rural PROSPOREL PROSPORTS.

Corporate Earnings also styed on track. As per CMIE Data, Pat for Nearly 4,000 Listed Firms Grew by 9 Percent Yoy in Q4Fy25, Mirroring the Previous Quarter’s Performance. Meanwhile, nifty50 companies posted a 5 percent yoy eps grow, slightly surpassing bloomberg consensus estimates.

June 2025 Stock Strategy: Largecaps, Midcaps, and Smallcaps

For June 2025, Increded Equites has provided a comprehensive segment-with list of stock recommendations:

Largecap picks:

The brokerage has suggested adding Nine Largecap Stocks, Including HDFC Bank, Tata Consultancy Services (TCS), and Bajaj Finance. Others include Maruti Suzuki, Axis Bank, Ultratech Cement, Bajaj Auto, Shiriram Finance, and Lupin.

However, it has ‘Reduce’ call on Two Largecaps due to Valuation Concerns and Near -Term Headwinds – Interglobe Aviation and Tata Steel.

Midcap Picks:

Four Midcap Stocks Have Been Assigned An ‘Add’ Rating, Including Ajanta Pharma, Petronet LNG, Concor and UPL. Technical indicators also support upl’s momentum in the current environment.

Smallcap Picks:

A more aggressive stance was taken in the smallcap space, with eight stocks receiving an ‘Add’ Rating. Notable mentions include birla corporation, ethos, and skipper. However, clean science and technology was downgraded to ‘Reduce’ based on Fundamental Pressures. Others include Deepak Fertilisers, Thyrocare Tech, TCPL Packaging, Camlin Fine Sciences, and Globus Spirits.

Stock list updates:

Camlin Fine Sciences was added to the list after signs of stabilization in its vanillin plant and the imponsation of anti-dumping duties in the US, which are expected to impacted

Adani Ports and Special Economic Zone was removed from the list as its market price nered increds target, prompting a profit booking recommendation.

Cipla was also dropped due to margin pressure stemming from product mix-related issues.

Other Technical Trend-Favoured Stocks Included UPL, Skipper, and Petronet LNG, Where Chart Setups Supported Potential Upside.

In conclusion, Increded Equites’ June 2025 Strategy Reflects a Balanced Stance Amid Macroeconomic Positives and Geopolitical Uncerties. The brokerage’s cautious optimism is shaped by early monsoon signals, strong gva numbers, and steady earnings growth. With 21 stocks receiving an ‘Add’ rating and a preference for select options market capitalizations, the list aims to help investors Navigate the Current Volativity with Volatiry Maiting Exposure To long-term growth stories. As Global Cues Continue to Influence Domestic Sentimen, Stock Selection and Disciplined Allocation Remain Key to Portfolio Outperformance.

Disclaimer: The views and recommendations made about individual analysts or broking companies, and not of Mint. We Advise Investors to Check With Certified Experts Before Making Any Investments Decisions.