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
69.1
Avg Piotroski
7.9/9
Avg Target Upside
+36.9%
Weighted PE
21.0
Weighted ROE
32.3%
Dividend Yield
3.08%
Top-3 Concentration
23.0%
· Holding period: 2–3 years
· Cap mix: Large-cap majority (Mid-cap quality allowed)
· Sector cap: 25% — top-3 concentration currently 23.0%
· 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 sectorFinancial ServicesIEX, GICRE, NAM-INDIA
3 stk21.3%
FMCGITC, GILLETTE, HINDUNILVR
3 stk20.4%
EnergyONGC, CHENNPETRO, COALINDIA
3 stk11.1%
ITINFY, HEXT
2 stk8.6%
InfraENGINERSIN
1 stk7.9%
PharmaGLAXO
1 stk7.2%
TelecomRAILTEL
1 stk6.6%
AutoHEROMOTOCO
1 stk6.2%
MetalsHINDZINC
1 stk3.6%
ServicesSCI
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
ONGCLarge · U 75
Oil & Natural Gas Corporation Limited
Energy
★ STRONG
12–24mo
Allocation
3.6%
Entry
₹227.5
Target
₹261.63
Risk stop
₹217.55
Upside
+15.0%
Risk
-4.4%
Piotroski 8/9 — elite balance sheet · MoS 60% — deep value
ONGC
Large · Score 75
Oil & Natural Gas Corporation Limited
Energy
★ STRONG
12–24mo
3.6%
₹227.5
₹261.63
₹217.55
+15.0%
-4.4%
Piotroski 8/9 — elite balance sheet · MoS 60% — deep value
CHENNPETROLarge · U 98
Chennai Petroleum Corporation Limited
Energy
▲ COMP
3–7yr
Allocation
3.6%
Entry
₹1,475.6
Target
₹6,229.78
Risk stop
₹1,304.46
Upside
+322.2%
Risk
-11.6%
Div yield 4.4% — income anchor · Piotroski 7/9 — clean book
CHENNPETRO
Large · Score 98
Chennai Petroleum Corporation Limited
Energy
▲ COMP
3–7yr
3.6%
₹1,475.6
₹6,229.78
₹1,304.46
+322.2%
-11.6%
Div yield 4.4% — income anchor · Piotroski 7/9 — clean book
ITCLarge · U 68
ITC Limited
FMCG
◆ BUY
6–18mo
Allocation
6.6%
Entry
₹257.9
Target
₹283.69
Risk stop
₹246.27
Upside
+10.0%
Risk
-4.5%
Piotroski 8/9 — elite balance sheet · MoS 48% — deep value
ITC
Large · Score 68
ITC Limited
FMCG
◆ BUY
6–18mo
6.6%
₹257.9
₹283.69
₹246.27
+10.0%
-4.5%
Piotroski 8/9 — elite balance sheet · MoS 48% — deep value
HINDZINCLarge · U 78
Hindustan Zinc Limited
Metals
◆ BUY
6–18mo
Allocation
3.6%
Entry
₹496
Target
₹545.6
Risk stop
₹461.59
Upside
+10.0%
Risk
-6.9%
Piotroski 8/9 — elite balance sheet · MoS 75% — deep value
HINDZINC
Large · Score 78
Hindustan Zinc Limited
Metals
◆ BUY
6–18mo
3.6%
₹496
₹545.6
₹461.59
+10.0%
-6.9%
Piotroski 8/9 — elite balance sheet · MoS 75% — deep value
INFYLarge · U 67
Infosys Limited
IT
◆ BUY
6–18mo
Allocation
4.3%
Entry
₹1,153.8
Target
₹1,269.18
Risk stop
₹1,028.65
Upside
+10.0%
Risk
-10.8%
Piotroski 8/9 — elite balance sheet · MoS 37% — deep value
INFY
Large · Score 67
Infosys Limited
IT
◆ BUY
6–18mo
4.3%
₹1,153.8
₹1,269.18
₹1,028.65
+10.0%
-10.8%
Piotroski 8/9 — elite balance sheet · MoS 37% — deep value
HEROMOTOCOLarge · U 71
Hero MotoCorp Limited
Auto
◆ BUY
6–18mo
Allocation
6.2%
Entry
₹5,047
Target
₹5,551.7
Risk stop
₹4,759.08
Upside
+10.0%
Risk
-5.7%
Piotroski 8/9 — elite balance sheet · MoS 52% — deep value
HEROMOTOCO
Large · Score 71
Hero MotoCorp Limited
Auto
◆ BUY
6–18mo
6.2%
₹5,047
₹5,551.7
₹4,759.08
+10.0%
-5.7%
Piotroski 8/9 — elite balance sheet · MoS 52% — deep value
GILLETTELarge · U 69
Gillette India Limited
FMCG
◆ BUY
6–18mo
Allocation
7.2%
Entry
₹7,220
Target
₹7,942
Risk stop
₹6,820.52
Upside
+10.0%
Risk
-5.5%
Piotroski 8/9 — elite balance sheet · MoS 22% — undervalued
GILLETTE
Large · Score 69
Gillette India Limited
FMCG
◆ BUY
6–18mo
7.2%
₹7,220
₹7,942
₹6,820.52
+10.0%
-5.5%
Piotroski 8/9 — elite balance sheet · MoS 22% — undervalued
SCILarge · U 81
Shipping Corporation Of India Limited
Services
◉ GRAH
18–36mo
Allocation
3.6%
Entry
₹237.8
Target
₹322.2
Risk stop
₹216.84
Upside
+35.5%
Risk
-8.8%
Piotroski 8/9 — elite balance sheet · MoS 73% — deep value
SCI
Large · Score 81
Shipping Corporation Of India Limited
Services
◉ GRAH
18–36mo
3.6%
₹237.8
₹322.2
₹216.84
+35.5%
-8.8%
Piotroski 8/9 — elite balance sheet · MoS 73% — deep value
IEXLarge · U 71
Indian Energy Exchange Limited
Financial Services
★ STRONG
12–24mo
Allocation
7.9%
Entry
₹101.2
Target
₹116.38
Risk stop
₹96.02
Upside
+15.0%
Risk
-5.1%
Piotroski 8/9 — elite balance sheet · MoS 30% — deep value
IEX
Large · Score 71
Indian Energy Exchange Limited
Financial Services
★ STRONG
12–24mo
7.9%
₹101.2
₹116.38
₹96.02
+15.0%
-5.1%
Piotroski 8/9 — elite balance sheet · MoS 30% — deep value
GICRELarge · U 74
General Insurance Corporation of India
Financial Services
↑ TURN
12–36mo
Allocation
6.2%
Entry
₹323.75
Target
₹388.5
Risk stop
₹304.18
Upside
+20.0%
Risk
-6.0%
Piotroski 8/9 — elite balance sheet · MoS 76% — deep value
GICRE
Large · Score 74
General Insurance Corporation of India
Financial Services
↑ TURN
12–36mo
6.2%
₹323.75
₹388.5
₹304.18
+20.0%
-6.0%
Piotroski 8/9 — elite balance sheet · MoS 76% — deep value
BBTCLarge · U 61
The Bombay Burmah Trading Corporation Limited
Diversified
▲ COMP
3–7yr
Allocation
3.6%
Entry
₹1,128.6
Target
₹1,620.56
Risk stop
₹1,045.28
Upside
+43.6%
Risk
-7.4%
Piotroski 8/9 — elite balance sheet · FCF yield 19.3% — cash machine
BBTC
Large · Score 61
The Bombay Burmah Trading Corporation Limited
Diversified
▲ COMP
3–7yr
3.6%
₹1,128.6
₹1,620.56
₹1,045.28
+43.6%
-7.4%
Piotroski 8/9 — elite balance sheet · FCF yield 19.3% — cash machine
COALINDIALarge · U 80
Coal India Limited
Energy
◆ BUY
6–18mo
Allocation
3.9%
Entry
₹397.45
Target
₹437.2
Risk stop
₹378.87
Upside
+10.0%
Risk
-4.7%
Piotroski 8/9 — elite balance sheet · MoS 51% — deep value
COALINDIA
Large · Score 80
Coal India Limited
Energy
◆ BUY
6–18mo
3.9%
₹397.45
₹437.2
₹378.87
+10.0%
-4.7%
Piotroski 8/9 — elite balance sheet · MoS 51% — deep value
GLAXOLarge · U 60
GlaxoSmithKline Pharmaceuticals Limited
Pharma
▲ COMP
3–7yr
Allocation
7.2%
Entry
₹2,404.7
Target
₹2,837.25
Risk stop
₹2,253.65
Upside
+18.0%
Risk
-6.3%
Piotroski 8/9 — elite balance sheet · ROCE 61% rising — true compounder
GLAXO
Large · Score 60
GlaxoSmithKline Pharmaceuticals Limited
Pharma
▲ COMP
3–7yr
7.2%
₹2,404.7
₹2,837.25
₹2,253.65
+18.0%
-6.3%
Piotroski 8/9 — elite balance sheet · ROCE 61% rising — true compounder
NAM-INDIALarge · U 63
Nippon Life India Asset Management Limited
Financial Services
▲ COMP
3–7yr
Allocation
7.2%
Entry
₹922.6
Target
₹1,078.21
Risk stop
₹844.18
Upside
+16.9%
Risk
-8.5%
Piotroski 8/9 — elite balance sheet · ROCE 44% rising — true compounder
NAM-INDIA
Large · Score 63
Nippon Life India Asset Management Limited
Financial Services
▲ COMP
3–7yr
7.2%
₹922.6
₹1,078.21
₹844.18
+16.9%
-8.5%
Piotroski 8/9 — elite balance sheet · ROCE 44% rising — true compounder
HINDUNILVRLarge · U 61
Hindustan Unilever Limited
FMCG
▲ COMP
3–7yr
Allocation
6.6%
Entry
₹1,814.7
Target
₹2,864.7
Risk stop
₹1,738.31
Upside
+57.9%
Risk
-4.2%
Piotroski 8/9 — elite balance sheet · MoS 36% — deep value
HINDUNILVR
Large · Score 61
Hindustan Unilever Limited
FMCG
▲ COMP
3–7yr
6.6%
₹1,814.7
₹2,864.7
₹1,738.31
+57.9%
-4.2%
Piotroski 8/9 — elite balance sheet · MoS 36% — deep value
RAILTELLarge · U 68
Railtel Corporation Of India Limited
Telecom
◆ BUY
6–18mo
Allocation
6.6%
Entry
₹229
Target
₹251.9
Risk stop
₹211.89
Upside
+10.0%
Risk
-7.5%
Piotroski 8/9 — elite balance sheet · MoS 51% — deep value
RAILTEL
Large · Score 68
Railtel Corporation Of India Limited
Telecom
◆ BUY
6–18mo
6.6%
₹229
₹251.9
₹211.89
+10.0%
-7.5%
Piotroski 8/9 — elite balance sheet · MoS 51% — deep value
ENGINERSINLarge · U 63
Engineers India Limited
Infra
▲ COMP
3–7yr
Allocation
7.9%
Entry
₹242.5
Target
₹322.48
Risk stop
₹217.79
Upside
+33.0%
Risk
-10.2%
Piotroski 8/9 — elite balance sheet · MoS 22% — undervalued
ENGINERSIN
Large · Score 63
Engineers India Limited
Infra
▲ COMP
3–7yr
7.9%
₹242.5
₹322.48
₹217.79
+33.0%
-10.2%
Piotroski 8/9 — elite balance sheet · MoS 22% — undervalued
HEXTLarge · U 60
Hexaware Technologies Limited
IT
▲ COMP
3–7yr
Allocation
4.3%
Entry
₹590.8
Target
₹691.55
Risk stop
₹528.63
Upside
+17.1%
Risk
-10.5%
Piotroski 8/9 — elite balance sheet · ROCE 30% rising — true compounder
HEXT
Large · Score 60
Hexaware Technologies Limited
IT
▲ COMP
3–7yr
4.3%
₹590.8
₹691.55
₹528.63
+17.1%
-10.5%
Piotroski 8/9 — elite balance sheet · ROCE 30% rising — true compounder