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
79.4
Avg Piotroski
7.8/9
Avg Target Upside
+58.4%
Weighted PE
12.8
Weighted ROE
34.9%
Dividend Yield
4.22%
Top-3 Concentration
31.1%
· Holding period: 2–5 years
· Cap mix: ~70% Large / 30% Mid
· Sector cap: 30% — top-3 concentration currently 31.1%
· 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 stk28.4%
IndustrialsEMMVEE, HEG
2 stk16.1%
MetalsHINDZINC, VEDL
2 stk15.2%
FMCGGILLETTE, ITC
2 stk14.7%
AutoHEROMOTOCO
1 stk8.0%
Financial ServicesGICRE
1 stk6.9%
TelecomRAILTEL
1 stk6.1%
ServicesSCI
1 stk4.6%
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 98
Chennai Petroleum Corporation Limited
Energy
▲ COMP
3–7yr
Allocation
9.2%
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
9.2%
₹1,475.6
₹6,229.78
₹1,304.46
+322.2%
-11.6%
Piotroski 7/9 — clean book · MoS 77% — deep value
EMMVEELarge · U 82
Emmvee Photovoltaic Power Limited
Industrials
—
2–5 years
Allocation
11.5%
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
11.5%
₹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
8.0%
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
8.0%
₹496
₹545.6
₹461.59
+10.0%
-6.9%
Piotroski 8/9 — elite balance sheet · MoS 75% — deep value
IOCLarge · U 90
Indian Oil Corporation Limited
Energy
★ STRONG
12–24mo
Allocation
10.4%
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
10.4%
₹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
8.0%
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
8.0%
₹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
4.6%
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
4.6%
₹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
8.8%
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
8.8%
₹281.95
₹324.24
₹266.02
+15.0%
-5.6%
Piotroski 7/9 — clean book · MoS 53% — deep value
HEROMOTOCOLarge · U 71
Hero MotoCorp Limited
Auto
◆ BUY
6–18mo
Allocation
8.0%
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
8.0%
₹5,047
₹5,551.7
₹4,759.08
+10.0%
-5.7%
Piotroski 8/9 — elite balance sheet · MoS 52% — deep value
GICRELarge · U 74
General Insurance Corporation of India
Financial Services
↑ TURN
12–36mo
Allocation
6.9%
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
6.9%
₹323.75
₹388.5
₹304.18
+20.0%
-6.0%
Piotroski 8/9 — elite balance sheet · MoS 76% — deep value
VEDLLarge · U 81
Vedanta Limited
Metals
◆ BUY
6–18mo
Allocation
7.2%
Entry
₹226.5
Target
₹249.15
Risk stop
₹209.94
Upside
+10.0%
Risk
-7.3%
Piotroski 7/9 — clean book · MoS 76% — deep value
VEDL
Large · Score 81
Vedanta Limited
Metals
◆ BUY
6–18mo
7.2%
₹226.5
₹249.15
₹209.94
+10.0%
-7.3%
Piotroski 7/9 — clean book · MoS 76% — deep value
ITCLarge · U 68
ITC Limited
FMCG
◆ BUY
6–18mo
Allocation
6.7%
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
6.7%
₹257.9
₹283.69
₹246.27
+10.0%
-4.5%
Piotroski 8/9 — elite balance sheet · MoS 48% — deep value
RAILTELLarge · U 68
Railtel Corporation Of India Limited
Telecom
◆ BUY
6–18mo
Allocation
6.1%
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
6.1%
₹229
₹251.9
₹211.89
+10.0%
-7.5%
Piotroski 8/9 — elite balance sheet · MoS 51% — deep value
HEGLarge · U 67
HEG Limited
Industrials
◉ GRAH
18–36mo
Allocation
4.6%
Entry
₹210.15
Target
₹282.95
Risk stop
NDF
Upside
+34.6%
Risk
NDF
Piotroski 8/9 — elite balance sheet · MoS 71% — deep value
HEG
Large · Score 67
HEG Limited
Industrials
◉ GRAH
18–36mo
4.6%
₹210.15
₹282.95
NDF
+34.6%
Risk level NDF
Piotroski 8/9 — elite balance sheet · MoS 71% — deep value