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
16
Weighted U-Score
66.3
Avg Piotroski
8.0/9
Avg Target Upside
+46.6%
Weighted PE
39.5
Weighted ROE
36.7%
Dividend Yield
1.12%
Top-3 Concentration
24.9%
· Holding period: 2–3 years
· Cap mix: Large-cap majority (Mid-cap quality allowed)
· Sector cap: 25% — top-3 concentration currently 24.9%
· 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 sectorIndustrialsSUZLON, GVT&D, POLYCAB, POWERINDIA
4 stk29.1%
Financial ServicesICICIAMC, MCX, BSE
3 stk24.9%
MetalsNATIONALUM, NMDC
2 stk12.4%
PharmaLUPIN, GLENMARK
2 stk9.8%
ITPERSISTENT, KPITTECH
2 stk9.4%
FMCGGODFRYPHLP
1 stk6.5%
AutoMRF
1 stk4.1%
Real EstateOBEROIRLTY
1 stk4.1%
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
NATIONALUMMid · U 93
National Aluminium Company Limited
Metals
▲ COMP
3–7yr
Allocation
8.3%
Entry
₹301.75
Target
₹1,296.14
Risk stop
₹280.25
Upside
+329.5%
Risk
-7.1%
Piotroski 8/9 — elite balance sheet · MoS 76% — deep value
NATIONALUM
Mid · Score 93
National Aluminium Company Limited
Metals
▲ COMP
3–7yr
8.3%
₹301.75
₹1,296.14
₹280.25
+329.5%
-7.1%
Piotroski 8/9 — elite balance sheet · MoS 76% — deep value
NMDCMid · U 77
NMDC Limited
Metals
◆ BUY
6–18mo
Allocation
4.1%
Entry
₹66.35
Target
₹72.99
Risk stop
₹62.5
Upside
+10.0%
Risk
-5.8%
Piotroski 8/9 — elite balance sheet · MoS 26% — deep value
NMDC
Mid · Score 77
NMDC Limited
Metals
◆ BUY
6–18mo
4.1%
₹66.35
₹72.99
₹62.5
+10.0%
-5.8%
Piotroski 8/9 — elite balance sheet · MoS 26% — deep value
GODFRYPHLPMid · U 77
Godfrey Phillips India Limited
FMCG
◆ BUY
6–18mo
Allocation
6.5%
Entry
₹1,669
Target
₹1,835.9
Risk stop
₹1,559.87
Upside
+10.0%
Risk
-6.5%
Piotroski 8/9 — elite balance sheet · MoS 56% — deep value
GODFRYPHLP
Mid · Score 77
Godfrey Phillips India Limited
FMCG
◆ BUY
6–18mo
6.5%
₹1,669
₹1,835.9
₹1,559.87
+10.0%
-6.5%
Piotroski 8/9 — elite balance sheet · MoS 56% — deep value
LUPINMid · U 83
Lupin Limited
Pharma
★ STRONG
12–24mo
Allocation
4.1%
Entry
₹1,928.9
Target
₹2,218.24
Risk stop
₹1,847.64
Upside
+15.0%
Risk
-4.2%
Piotroski 8/9 — elite balance sheet · MoS 65% — deep value
LUPIN
Mid · Score 83
Lupin Limited
Pharma
★ STRONG
12–24mo
4.1%
₹1,928.9
₹2,218.24
₹1,847.64
+15.0%
-4.2%
Piotroski 8/9 — elite balance sheet · MoS 65% — deep value
ICICIAMCMid · U 61
ICICI Prudential Asset Management Company Limited
Financial Services
▲ COMP
3–7yr
Allocation
8.3%
Entry
₹2,651.8
Target
₹3,129.12
Risk stop
₹2,491.42
Upside
+18.0%
Risk
-6.0%
Piotroski 8/9 — elite balance sheet · ROCE 115% rising — true compounder
ICICIAMC
Mid · Score 61
ICICI Prudential Asset Management Company Limited
Financial Services
▲ COMP
3–7yr
8.3%
₹2,651.8
₹3,129.12
₹2,491.42
+18.0%
-6.0%
Piotroski 8/9 — elite balance sheet · ROCE 115% rising — true compounder
SUZLONMid · U 75
Suzlon Energy Limited
Industrials
▲ COMP
3–7yr
Allocation
5.7%
Entry
₹37.4
Target
₹90.44
Risk stop
₹34.78
Upside
+141.8%
Risk
-7.0%
Piotroski 8/9 — elite balance sheet · MoS 57% — deep value
SUZLON
Mid · Score 75
Suzlon Energy Limited
Industrials
▲ COMP
3–7yr
5.7%
₹37.4
₹90.44
₹34.78
+141.8%
-7.0%
Piotroski 8/9 — elite balance sheet · MoS 57% — deep value
GVT&DMid · U 64
GE Vernova T&D India Limited
Industrials
▲ COMP
3–7yr
Allocation
8.2%
Entry
₹3,700
Target
₹4,366
Risk stop
₹3,405.31
Upside
+18.0%
Risk
-8.0%
Piotroski 8/9 — elite balance sheet · ROCE 77% rising — true compounder
GVT&D
Mid · Score 64
GE Vernova T&D India Limited
Industrials
▲ COMP
3–7yr
8.2%
₹3,700
₹4,366
₹3,405.31
+18.0%
-8.0%
Piotroski 8/9 — elite balance sheet · ROCE 77% rising — true compounder
GLENMARKMid · U 68
Glenmark Pharmaceuticals Limited
Pharma
▲ COMP
3–7yr
Allocation
5.7%
Entry
₹2,166.6
Target
₹2,866.95
Risk stop
₹2,032.69
Upside
+32.3%
Risk
-6.2%
Piotroski 8/9 — elite balance sheet · MoS 23% — undervalued
GLENMARK
Mid · Score 68
Glenmark Pharmaceuticals Limited
Pharma
▲ COMP
3–7yr
5.7%
₹2,166.6
₹2,866.95
₹2,032.69
+32.3%
-6.2%
Piotroski 8/9 — elite balance sheet · MoS 23% — undervalued
MCXMid · U 62
Multi Commodity Exchange of India Limited
Financial Services
▲ COMP
3–7yr
Allocation
8.3%
Entry
₹3,020.3
Target
₹3,563.95
Risk stop
₹2,802.56
Upside
+18.0%
Risk
-7.2%
Piotroski 8/9 — elite balance sheet · ROCE 71% rising — true compounder
MCX
Mid · Score 62
Multi Commodity Exchange of India Limited
Financial Services
▲ COMP
3–7yr
8.3%
₹3,020.3
₹3,563.95
₹2,802.56
+18.0%
-7.2%
Piotroski 8/9 — elite balance sheet · ROCE 71% rising — true compounder
BSEMid · U 60
BSE Limited
Financial Services
▲ COMP
3–7yr
Allocation
8.3%
Entry
₹3,230.8
Target
₹3,812.34
Risk stop
₹2,973.17
Upside
+18.0%
Risk
-8.0%
Piotroski 8/9 — elite balance sheet · ROCE 60% rising — true compounder
BSE
Mid · Score 60
BSE Limited
Financial Services
▲ COMP
3–7yr
8.3%
₹3,230.8
₹3,812.34
₹2,973.17
+18.0%
-8.0%
Piotroski 8/9 — elite balance sheet · ROCE 60% rising — true compounder
PERSISTENTMid · U 58
Persistent Systems Limited
IT
▲ COMP
3–7yr
Allocation
5.3%
Entry
₹5,727.5
Target
₹6,758.45
Risk stop
₹5,146.77
Upside
+18.0%
Risk
-10.1%
Piotroski 8/9 — elite balance sheet · ROCE 34% rising — true compounder
PERSISTENT
Mid · Score 58
Persistent Systems Limited
IT
▲ COMP
3–7yr
5.3%
₹5,727.5
₹6,758.45
₹5,146.77
+18.0%
-10.1%
Piotroski 8/9 — elite balance sheet · ROCE 34% rising — true compounder
POLYCABMid · U 56
Polycab India Limited
Industrials
▲ COMP
3–7yr
Allocation
7.6%
Entry
₹7,440
Target
₹8,204.27
Risk stop
₹6,920.94
Upside
+10.3%
Risk
-7.0%
Piotroski 8/9 — elite balance sheet · ROCE 33% rising — true compounder
POLYCAB
Mid · Score 56
Polycab India Limited
Industrials
▲ COMP
3–7yr
7.6%
₹7,440
₹8,204.27
₹6,920.94
+10.3%
-7.0%
Piotroski 8/9 — elite balance sheet · ROCE 33% rising — true compounder
POWERINDIAMid · U 58
Hitachi Energy India Limited
Industrials
▲ COMP
3–7yr
Allocation
7.6%
Entry
₹26,300
Target
₹31,034
Risk stop
₹24,247.88
Upside
+18.0%
Risk
-7.8%
Piotroski 8/9 — elite balance sheet · ROCE 29% rising — true compounder
POWERINDIA
Mid · Score 58
Hitachi Energy India Limited
Industrials
▲ COMP
3–7yr
7.6%
₹26,300
₹31,034
₹24,247.88
+18.0%
-7.8%
Piotroski 8/9 — elite balance sheet · ROCE 29% rising — true compounder
KPITTECHMid · U 56
KPIT Technologies Limited
IT
↑ TURN
12–36mo
Allocation
4.1%
Entry
₹532.65
Target
₹639.18
Risk stop
₹477.75
Upside
+20.0%
Risk
-10.3%
Piotroski 8/9 — elite balance sheet · MoS 19% — undervalued
KPITTECH
Mid · Score 56
KPIT Technologies Limited
IT
↑ TURN
12–36mo
4.1%
₹532.65
₹639.18
₹477.75
+20.0%
-10.3%
Piotroski 8/9 — elite balance sheet · MoS 19% — undervalued
MRFMid · U 56
MRF Limited
Auto
↑ TURN
12–36mo
Allocation
4.1%
Entry
₹1,17,915
Target
₹1,41,498
Risk stop
₹1,14,537.76
Upside
+20.0%
Risk
-2.9%
Piotroski 8/9 — elite balance sheet · MoS 46% — deep value
MRF
Mid · Score 56
MRF Limited
Auto
↑ TURN
12–36mo
4.1%
₹1,17,915
₹1,41,498
₹1,14,537.76
+20.0%
-2.9%
Piotroski 8/9 — elite balance sheet · MoS 46% — deep value
OBEROIRLTYMid · U 55
Oberoi Realty Limited
Real Estate
—
2–3 years
Allocation
4.1%
Entry
₹1,612.7
Target
₹2,409.59
Risk stop
₹1,519.02
Upside
+49.4%
Risk
-5.8%
Piotroski 8/9 — elite balance sheet · MoS 33% — deep value
OBEROIRLTY
Mid · Score 55
Oberoi Realty Limited
Real Estate
—
2–3 years
4.1%
₹1,612.7
₹2,409.59
₹1,519.02
+49.4%
-5.8%
Piotroski 8/9 — elite balance sheet · MoS 33% — deep value