August 2025 Wrap: Volatility, Tariffs & Resilient Winners!

As we enter the final week of August 2025, investors look back at what has been nothing short of a rollercoaster year. The Nifty50, once down as much as 8%, now trades 5% higher YTD, recovering from a series of shocks. Weak Q4 earnings and Trump’s unexpected tariff blow dragged the benchmark below the 22,000 mark earlier this year. The broader index slipped over 17% from its all-time high of 26,277 to 21,743 in April, just ahead of the tariff announcement. The turbulence deepened with the India–Pakistan conflict in May, which triggered another wave of selling before markets eventually bottomed out. Relief came in August as GST reform buzz sparked optimism, driving auto stocks higher. Yet, the momentum cooled in the final sessions, with Nifty erasing nearly 1% of its weekly gains. Amid the volatility, a few stocks have stood tall and outperformed the index in CY2025: • !Apollo Micro Systems: +103.6% • !Maruti Suzuki: +32.1% •

: +31.5% • : +27.8% • : +21.7% • : +20.1% 👉 With September around the corner, will the bulls regain control or is the bear grip far from over? Investments in securities are subject to market risk, past performance not indicative of future returns. SEBI registration and NISM certification do not assure performance or returns.