Portfolio / Moderate
Moderate Portfolio
Balanced growth and value. Mix of large-cap compounders and mid-cap deep-value names with proven fundamentals. Targets equity-like returns with controlled downside.
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
13
Weighted U-Score
82.0
Avg Piotroski
7.8/9
Avg Target Upside
+92.6%
Weighted PE
13.9
Weighted ROE
36.6%
Dividend Yield
2.95%
Top-3 Concentration
29.4%
· Holding period: 2–5 years
· Cap mix: ~70% Large / 30% Mid
· Sector cap: 30% — top-3 concentration currently 29.4%
· 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: 30% per sectorEnergyCHENNPETRO, IOC, BPCL
3 stk25.6%
MetalsNATIONALUM, HINDZINC
2 stk16.7%
IndustrialsEMMVEE, SUZLON
2 stk16.7%
PharmaLUPIN, GLENMARK
2 stk16.1%
FMCGGILLETTE, GODFRYPHLP
2 stk14.8%
AutoHEROMOTOCO
1 stk5.5%
ServicesSCI
1 stk4.5%
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 98
Chennai Petroleum Corporation Limited
Energy
▲ COMP
3–7yr
Allocation
8.9%
Entry
₹1,475.6
Target
₹6,229.78
Risk stop
₹1,304.46
Upside
+322.2%
Risk
-11.6%
Piotroski 7/9 — clean book · MoS 77% — deep value
CHENNPETRO
Large · Score 98
Chennai Petroleum Corporation Limited
Energy
▲ COMP
3–7yr
8.9%
₹1,475.6
₹6,229.78
₹1,304.46
+322.2%
-11.6%
Piotroski 7/9 — clean book · MoS 77% — deep value
NATIONALUMMid · U 93
National Aluminium Company Limited
Metals
▲ COMP
3–7yr
Allocation
8.9%
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
8.9%
₹301.75
₹1,296.14
₹280.25
+329.5%
-7.1%
Piotroski 8/9 — elite balance sheet · MoS 76% — deep value
EMMVEELarge · U 82
Emmvee Photovoltaic Power Limited
Industrials
—
2–5 years
Allocation
10.7%
Entry
₹235.95
Target
₹842.29
Risk stop
₹208.08
Upside
+257.0%
Risk
-11.8%
Piotroski 8/9 — elite balance sheet · MoS 69% — deep value
EMMVEE
Large · Score 82
Emmvee Photovoltaic Power Limited
Industrials
—
2–5 years
10.7%
₹235.95
₹842.29
₹208.08
+257.0%
-11.8%
Piotroski 8/9 — elite balance sheet · MoS 69% — deep value
HINDZINCLarge · U 78
Hindustan Zinc Limited
Metals
◆ BUY
6–18mo
Allocation
7.8%
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
7.8%
₹496
₹545.6
₹461.59
+10.0%
-6.9%
Piotroski 8/9 — elite balance sheet · MoS 75% — deep value
LUPINMid · U 83
Lupin Limited
Pharma
★ STRONG
12–24mo
Allocation
9.6%
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
9.6%
₹1,928.9
₹2,218.24
₹1,847.64
+15.0%
-4.2%
Piotroski 8/9 — elite balance sheet · MoS 65% — deep value
IOCLarge · U 90
Indian Oil Corporation Limited
Energy
★ STRONG
12–24mo
Allocation
9.1%
Entry
₹129.09
Target
₹148.45
Risk stop
₹123.41
Upside
+15.0%
Risk
-4.4%
Piotroski 8/9 — elite balance sheet · MoS 67% — deep value
IOC
Large · Score 90
Indian Oil Corporation Limited
Energy
★ STRONG
12–24mo
9.1%
₹129.09
₹148.45
₹123.41
+15.0%
-4.4%
Piotroski 8/9 — elite balance sheet · MoS 67% — deep value
GILLETTELarge · U 69
Gillette India Limited
FMCG
◆ BUY
6–18mo
Allocation
7.8%
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
7.8%
₹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
4.5%
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
4.5%
₹237.8
₹322.2
₹216.84
+35.5%
-8.8%
Piotroski 8/9 — elite balance sheet · MoS 73% — deep value
BPCLLarge · U 87
Bharat Petroleum Corporation Limited
Energy
★ STRONG
12–24mo
Allocation
7.6%
Entry
₹281.95
Target
₹324.24
Risk stop
₹266.02
Upside
+15.0%
Risk
-5.6%
Piotroski 7/9 — clean book · MoS 53% — deep value
BPCL
Large · Score 87
Bharat Petroleum Corporation Limited
Energy
★ STRONG
12–24mo
7.6%
₹281.95
₹324.24
₹266.02
+15.0%
-5.6%
Piotroski 7/9 — clean book · MoS 53% — deep value
GODFRYPHLPMid · U 77
Godfrey Phillips India Limited
FMCG
◆ BUY
6–18mo
Allocation
7.0%
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
7.0%
₹1,669
₹1,835.9
₹1,559.87
+10.0%
-6.5%
Piotroski 8/9 — elite balance sheet · MoS 56% — deep value
GLENMARKMid · U 68
Glenmark Pharmaceuticals Limited
Pharma
▲ COMP
3–7yr
Allocation
6.5%
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
6.5%
₹2,166.6
₹2,866.95
₹2,032.69
+32.3%
-6.2%
Piotroski 8/9 — elite balance sheet · MoS 23% — undervalued
SUZLONMid · U 75
Suzlon Energy Limited
Industrials
▲ COMP
3–7yr
Allocation
6.0%
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
6.0%
₹37.4
₹90.44
₹34.78
+141.8%
-7.0%
Piotroski 8/9 — elite balance sheet · MoS 57% — deep value
HEROMOTOCOLarge · U 71
Hero MotoCorp Limited
Auto
◆ BUY
6–18mo
Allocation
5.5%
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
5.5%
₹5,047
₹5,551.7
₹4,759.08
+10.0%
-5.7%
Piotroski 8/9 — elite balance sheet · MoS 52% — deep value