Portfolio / Defensive
Defensive Portfolio
Capital preservation first. Large-cap quality with cash flow, low leverage, and dividends. Aims to beat FD returns with shallow drawdowns.
Create a tracked version of this basket so you can run rebalance checks as the universe evolves.
Cap tier filter
Intersected with tier rules — e.g. Defensive never shows Small/Micro
Portfolio brief
Stocks
18
Weighted U-Score
71.2
Avg Piotroski
8.0/9
Avg Target Upside
+51.4%
Weighted PE
19.5
Weighted ROE
31.9%
Dividend Yield
3.24%
Top-3 Concentration
23.6%
· Holding period: 2–3 years
· Cap mix: Large-cap majority (Mid-cap quality allowed)
· Sector cap: 25% — top-3 concentration currently 23.6%
· Position sizing: weighted by tier strategy (defensive inverts leverage; aggressive top-heavy)
· Review cadence: quarterly rebalance recommended; replace names that fall below score threshold
Sector allocation
cap: 25% per sectorFMCGITC, GILLETTE, GODFRYPHLP, HINDUNILVR
4 stk28.3%
Financial ServicesGICRE, IEX
2 stk14.4%
MetalsNATIONALUM, HINDZINC
2 stk11.8%
EnergyCHENNPETRO, ONGC, COALINDIA
3 stk11.4%
ITINFY, HEXT
2 stk9.4%
IndustrialsAKZOINDIA
1 stk7.2%
AutoHEROMOTOCO
1 stk6.7%
ServicesSCI
1 stk3.6%
PharmaLUPIN
1 stk3.6%
DiversifiedBBTC
1 stk3.6%
Positions
Entry at current market price. Targets use fair value where available; risk stops require ATR and recent support.
Ticker
Company
Signal
Alloc %
Entry ₹
Target ₹
Risk stop ₹
Upside
Rationale
CHENNPETROLarge · U 96
Chennai Petroleum Corporation Limited
Energy
▲ COMP
3–7yr
Allocation
3.6%
Entry
₹1,452.2
Target
₹5,465.85
Risk stop
₹1,269.51
Upside
+276.4%
Risk
-12.6%
Piotroski 8/9 — elite balance sheet · MoS 73% — deep value
CHENNPETRO
Large · Score 96
Chennai Petroleum Corporation Limited
Energy
▲ COMP
3–7yr
3.6%
₹1,452.2
₹5,465.85
₹1,269.51
+276.4%
-12.6%
Piotroski 8/9 — elite balance sheet · MoS 73% — deep value
ONGCLarge · U 75
Oil & Natural Gas Corporation Limited
Energy
★ STRONG
12–24mo
Allocation
3.6%
Entry
₹234.65
Target
₹269.85
Risk stop
₹227.61
Upside
+15.0%
Risk
-3.0%
Piotroski 8/9 — elite balance sheet · MoS 65% — deep value
ONGC
Large · Score 75
Oil & Natural Gas Corporation Limited
Energy
★ STRONG
12–24mo
3.6%
₹234.65
₹269.85
₹227.61
+15.0%
-3.0%
Piotroski 8/9 — elite balance sheet · MoS 65% — deep value
NATIONALUMMid · U 90
National Aluminium Company Limited
Metals
▲ COMP
3–7yr
Allocation
8.2%
Entry
₹374.1
Target
₹1,141.71
Risk stop
₹351.84
Upside
+205.2%
Risk
-6.0%
Piotroski 8/9 — elite balance sheet · MoS 67% — deep value
NATIONALUM
Mid · Score 90
National Aluminium Company Limited
Metals
▲ COMP
3–7yr
8.2%
₹374.1
₹1,141.71
₹351.84
+205.2%
-6.0%
Piotroski 8/9 — elite balance sheet · MoS 67% — deep value
ITCLarge · U 69
ITC Limited
FMCG
◆ BUY
6–18mo
Allocation
7.2%
Entry
₹264.1
Target
₹290.51
Risk stop
₹253.72
Upside
+10.0%
Risk
-3.9%
Piotroski 8/9 — elite balance sheet · MoS 47% — deep value
ITC
Large · Score 69
ITC Limited
FMCG
◆ BUY
6–18mo
7.2%
₹264.1
₹290.51
₹253.72
+10.0%
-3.9%
Piotroski 8/9 — elite balance sheet · MoS 47% — deep value
INFYLarge · U 69
Infosys Limited
IT
◆ BUY
6–18mo
Allocation
4.7%
Entry
₹1,130
Target
₹1,243
Risk stop
₹1,075.32
Upside
+10.0%
Risk
-4.8%
Piotroski 8/9 — elite balance sheet · MoS 37% — deep value
INFY
Large · Score 69
Infosys Limited
IT
◆ BUY
6–18mo
4.7%
₹1,130
₹1,243
₹1,075.32
+10.0%
-4.8%
Piotroski 8/9 — elite balance sheet · MoS 37% — deep value
HINDZINCLarge · U 70
Hindustan Zinc Limited
Metals
▲ COMP
3–7yr
Allocation
3.6%
Entry
₹601
Target
₹1,504.93
Risk stop
₹547.01
Upside
+150.4%
Risk
-9.0%
Piotroski 8/9 — elite balance sheet · MoS 60% — deep value
HINDZINC
Large · Score 70
Hindustan Zinc Limited
Metals
▲ COMP
3–7yr
3.6%
₹601
₹1,504.93
₹547.01
+150.4%
-9.0%
Piotroski 8/9 — elite balance sheet · MoS 60% — deep value
GILLETTELarge · U 69
Gillette India Limited
FMCG
◆ BUY
6–18mo
Allocation
7.2%
Entry
₹7,312.5
Target
₹8,043.75
Risk stop
₹7,077.52
Upside
+10.0%
Risk
-3.2%
Piotroski 8/9 — elite balance sheet · MoS 21% — undervalued
GILLETTE
Large · Score 69
Gillette India Limited
FMCG
◆ BUY
6–18mo
7.2%
₹7,312.5
₹8,043.75
₹7,077.52
+10.0%
-3.2%
Piotroski 8/9 — elite balance sheet · MoS 21% — undervalued
HEROMOTOCOLarge · U 71
Hero MotoCorp Limited
Auto
◆ BUY
6–18mo
Allocation
6.7%
Entry
₹5,300
Target
₹5,830
Risk stop
₹5,039.04
Upside
+10.0%
Risk
-4.9%
Piotroski 8/9 — elite balance sheet · MoS 51% — deep value
HEROMOTOCO
Large · Score 71
Hero MotoCorp Limited
Auto
◆ BUY
6–18mo
6.7%
₹5,300
₹5,830
₹5,039.04
+10.0%
-4.9%
Piotroski 8/9 — elite balance sheet · MoS 51% — deep value
SCILarge · U 79
Shipping Corporation Of India Limited
Services
◉ GRAH
18–36mo
Allocation
3.6%
Entry
₹295.35
Target
₹367.27
Risk stop
₹276.36
Upside
+24.4%
Risk
-6.4%
Piotroski 8/9 — elite balance sheet · MoS 68% — deep value
SCI
Large · Score 79
Shipping Corporation Of India Limited
Services
◉ GRAH
18–36mo
3.6%
₹295.35
₹367.27
₹276.36
+24.4%
-6.4%
Piotroski 8/9 — elite balance sheet · MoS 68% — deep value
GICRELarge · U 73
General Insurance Corporation of India
Financial Services
↑ TURN
12–36mo
Allocation
6.2%
Entry
₹358.45
Target
₹430.14
Risk stop
₹339.94
Upside
+20.0%
Risk
-5.2%
Piotroski 8/9 — elite balance sheet · MoS 74% — deep value
GICRE
Large · Score 73
General Insurance Corporation of India
Financial Services
↑ TURN
12–36mo
6.2%
₹358.45
₹430.14
₹339.94
+20.0%
-5.2%
Piotroski 8/9 — elite balance sheet · MoS 74% — deep value
GODFRYPHLPMid · U 76
Godfrey Phillips India Limited
FMCG
◆ BUY
6–18mo
Allocation
6.7%
Entry
₹2,051
Target
₹2,256.1
Risk stop
₹1,947.61
Upside
+10.0%
Risk
-5.0%
Piotroski 8/9 — elite balance sheet · MoS 48% — deep value
GODFRYPHLP
Mid · Score 76
Godfrey Phillips India Limited
FMCG
◆ BUY
6–18mo
6.7%
₹2,051
₹2,256.1
₹1,947.61
+10.0%
-5.0%
Piotroski 8/9 — elite balance sheet · MoS 48% — deep value
LUPINMid · U 81
Lupin Limited
Pharma
◆ BUY
6–18mo
Allocation
3.6%
Entry
₹2,110
Target
₹2,321
Risk stop
₹2,024.54
Upside
+10.0%
Risk
-4.1%
Piotroski 8/9 — elite balance sheet · MoS 61% — deep value
LUPIN
Mid · Score 81
Lupin Limited
Pharma
◆ BUY
6–18mo
3.6%
₹2,110
₹2,321
₹2,024.54
+10.0%
-4.1%
Piotroski 8/9 — elite balance sheet · MoS 61% — deep value
IEXLarge · U 61
Indian Energy Exchange Limited
Financial Services
▲ COMP
3–7yr
Allocation
8.2%
Entry
₹118.91
Target
₹157.9
Risk stop
₹114.28
Upside
+32.8%
Risk
-3.9%
Piotroski 8/9 — elite balance sheet · MoS 25% — undervalued
IEX
Large · Score 61
Indian Energy Exchange Limited
Financial Services
▲ COMP
3–7yr
8.2%
₹118.91
₹157.9
₹114.28
+32.8%
-3.9%
Piotroski 8/9 — elite balance sheet · MoS 25% — undervalued
COALINDIALarge · U 81
Coal India Limited
Energy
◆ BUY
6–18mo
Allocation
4.2%
Entry
₹415.35
Target
₹456.89
Risk stop
₹393.91
Upside
+10.0%
Risk
-5.2%
Piotroski 8/9 — elite balance sheet · MoS 58% — deep value
COALINDIA
Large · Score 81
Coal India Limited
Energy
◆ BUY
6–18mo
4.2%
₹415.35
₹456.89
₹393.91
+10.0%
-5.2%
Piotroski 8/9 — elite balance sheet · MoS 58% — deep value
BBTCLarge · U 60
The Bombay Burmah Trading Corporation Limited
Diversified
▲ COMP
3–7yr
Allocation
3.6%
Entry
₹1,496.8
Target
₹1,900.19
Risk stop
₹1,409.07
Upside
+27.0%
Risk
-5.9%
Piotroski 8/9 — elite balance sheet · FCF yield 14.9% — cash machine
BBTC
Large · Score 60
The Bombay Burmah Trading Corporation Limited
Diversified
▲ COMP
3–7yr
3.6%
₹1,496.8
₹1,900.19
₹1,409.07
+27.0%
-5.9%
Piotroski 8/9 — elite balance sheet · FCF yield 14.9% — cash machine
AKZOINDIALarge · U 55
Akzo Nobel India Ltd.
Industrials
▲ COMP
3–7yr
Allocation
7.2%
Entry
₹2,976.5
Target
₹3,512.27
Risk stop
NDF
Upside
+18.0%
Risk
NDF
Piotroski 8/9 — elite balance sheet · Div yield 3.4% — income anchor
AKZOINDIA
Large · Score 55
Akzo Nobel India Ltd.
Industrials
▲ COMP
3–7yr
7.2%
₹2,976.5
₹3,512.27
NDF
+18.0%
Risk level NDF
Piotroski 8/9 — elite balance sheet · Div yield 3.4% — income anchor
HEXTLarge · U 63
Hexaware Technologies Limited
IT
▲ COMP
3–7yr
Allocation
4.7%
Entry
₹528.6
Target
₹744.6
Risk stop
₹489.94
Upside
+40.9%
Risk
-7.3%
Piotroski 8/9 — elite balance sheet · MoS 29% — deep value
HEXT
Large · Score 63
Hexaware Technologies Limited
IT
▲ COMP
3–7yr
4.7%
₹528.6
₹744.6
₹489.94
+40.9%
-7.3%
Piotroski 8/9 — elite balance sheet · MoS 29% — deep value
HINDUNILVRLarge · U 61
Hindustan Unilever Limited
FMCG
▲ COMP
3–7yr
Allocation
7.2%
Entry
₹1,973.4
Target
₹2,864.7
Risk stop
₹1,910.98
Upside
+45.2%
Risk
-3.2%
Piotroski 8/9 — elite balance sheet · MoS 31% — deep value
HINDUNILVR
Large · Score 61
Hindustan Unilever Limited
FMCG
▲ COMP
3–7yr
7.2%
₹1,973.4
₹2,864.7
₹1,910.98
+45.2%
-3.2%
Piotroski 8/9 — elite balance sheet · MoS 31% — deep value