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
80.3
Avg Piotroski
7.9/9
Avg Target Upside
+75.8%
Weighted PE
14.7
Weighted ROE
36.6%
Dividend Yield
3.37%
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 stk26.5%
MetalsNATIONALUM, HINDZINC
2 stk17.6%
IndustrialsEMMVEE, SUZLON
2 stk16.7%
FMCGGILLETTE, GODFRYPHLP
2 stk14.9%
PharmaLUPIN
1 stk7.8%
AutoHEROMOTOCO
1 stk6.5%
Financial ServicesGICRE
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 96
Chennai Petroleum Corporation Limited
Energy
▲ COMP
3–7yr
Allocation
9.0%
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
9.0%
₹1,452.2
₹5,465.85
₹1,269.51
+276.4%
-12.6%
Piotroski 8/9 — elite balance sheet · MoS 73% — deep value
NATIONALUMMid · U 90
National Aluminium Company Limited
Metals
▲ COMP
3–7yr
Allocation
9.0%
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
9.0%
₹374.1
₹1,141.71
₹351.84
+205.2%
-6.0%
Piotroski 8/9 — elite balance sheet · MoS 67% — deep value
EMMVEELarge · U 79
Emmvee Photovoltaic Power Limited
Industrials
—
2–5 years
Allocation
10.7%
Entry
₹325.2
Target
₹789.19
Risk stop
₹305.36
Upside
+142.7%
Risk
-6.1%
Piotroski 8/9 — elite balance sheet · MoS 57% — deep value
EMMVEE
Large · Score 79
Emmvee Photovoltaic Power Limited
Industrials
—
2–5 years
10.7%
₹325.2
₹789.19
₹305.36
+142.7%
-6.1%
Piotroski 8/9 — elite balance sheet · MoS 57% — deep value
LUPINMid · U 81
Lupin Limited
Pharma
◆ BUY
6–18mo
Allocation
7.8%
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
7.8%
₹2,110
₹2,321
₹2,024.54
+10.0%
-4.1%
Piotroski 8/9 — elite balance sheet · MoS 61% — deep value
IOCLarge · U 90
Indian Oil Corporation Limited
Energy
★ STRONG
12–24mo
Allocation
9.7%
Entry
₹137.6
Target
₹158.24
Risk stop
₹132.8
Upside
+15.0%
Risk
-3.5%
Piotroski 8/9 — elite balance sheet · MoS 70% — deep value
IOC
Large · Score 90
Indian Oil Corporation Limited
Energy
★ STRONG
12–24mo
9.7%
₹137.6
₹158.24
₹132.8
+15.0%
-3.5%
Piotroski 8/9 — elite balance sheet · MoS 70% — deep value
GILLETTELarge · U 69
Gillette India Limited
FMCG
◆ BUY
6–18mo
Allocation
7.8%
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
7.8%
₹7,312.5
₹8,043.75
₹7,077.52
+10.0%
-3.2%
Piotroski 8/9 — elite balance sheet · MoS 21% — undervalued
HINDZINCLarge · U 70
Hindustan Zinc Limited
Metals
▲ COMP
3–7yr
Allocation
8.6%
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
8.6%
₹601
₹1,504.93
₹547.01
+150.4%
-9.0%
Piotroski 8/9 — elite balance sheet · MoS 60% — deep value
BPCLLarge · U 87
Bharat Petroleum Corporation Limited
Energy
◆ BUY
6–18mo
Allocation
7.8%
Entry
₹315.7
Target
₹347.27
Risk stop
₹301.68
Upside
+10.0%
Risk
-4.4%
Piotroski 7/9 — clean book · MoS 59% — deep value
BPCL
Large · Score 87
Bharat Petroleum Corporation Limited
Energy
◆ BUY
6–18mo
7.8%
₹315.7
₹347.27
₹301.68
+10.0%
-4.4%
Piotroski 7/9 — clean book · MoS 59% — deep value
SCILarge · U 79
Shipping Corporation Of India Limited
Services
◉ GRAH
18–36mo
Allocation
4.5%
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
4.5%
₹295.35
₹367.27
₹276.36
+24.4%
-6.4%
Piotroski 8/9 — elite balance sheet · MoS 68% — deep value
GODFRYPHLPMid · U 76
Godfrey Phillips India Limited
FMCG
◆ BUY
6–18mo
Allocation
7.1%
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
7.1%
₹2,051
₹2,256.1
₹1,947.61
+10.0%
-5.0%
Piotroski 8/9 — elite balance sheet · MoS 48% — deep value
HEROMOTOCOLarge · U 71
Hero MotoCorp Limited
Auto
◆ BUY
6–18mo
Allocation
6.5%
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
6.5%
₹5,300
₹5,830
₹5,039.04
+10.0%
-4.9%
Piotroski 8/9 — elite balance sheet · MoS 51% — deep value
SUZLONMid · U 71
Suzlon Energy Limited
Industrials
▲ COMP
3–7yr
Allocation
6.0%
Entry
₹45.35
Target
₹91.48
Risk stop
₹43.17
Upside
+101.7%
Risk
-4.8%
Piotroski 8/9 — elite balance sheet · MoS 50% — deep value
SUZLON
Mid · Score 71
Suzlon Energy Limited
Industrials
▲ COMP
3–7yr
6.0%
₹45.35
₹91.48
₹43.17
+101.7%
-4.8%
Piotroski 8/9 — elite balance sheet · MoS 50% — deep value
GICRELarge · U 73
General Insurance Corporation of India
Financial Services
↑ TURN
12–36mo
Allocation
5.5%
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
5.5%
₹358.45
₹430.14
₹339.94
+20.0%
-5.2%
Piotroski 8/9 — elite balance sheet · MoS 74% — deep value