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
72.8
Avg Piotroski
8.0/9
Avg Target Upside
+58.1%
Weighted PE
21.6
Weighted ROE
33.8%
Dividend Yield
1.77%
Top-3 Concentration
28.9%
· Holding period: 2–5 years
· Cap mix: ~70% Large / 30% Mid
· Sector cap: 30% — top-3 concentration currently 28.9%
· 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: 30% per sectorIndustrialsSUZLON, WAAREEENER, PREMIERENE
3 stk23.1%
PharmaLUPIN, GLENMARK
2 stk20.0%
Financial ServicesMCX, BSE, ICICIAMC
3 stk18.3%
MetalsNATIONALUM, NMDC
2 stk16.7%
FMCGGODFRYPHLP
1 stk7.8%
TelecomINDUSTOWER
1 stk7.8%
EnergyOIL
1 stk6.5%
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
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
LUPINMid · U 83
Lupin Limited
Pharma
★ STRONG
12–24mo
Allocation
11.1%
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
11.1%
₹1,928.9
₹2,218.24
₹1,847.64
+15.0%
-4.2%
Piotroski 8/9 — elite balance sheet · MoS 65% — deep value
GODFRYPHLPMid · U 77
Godfrey Phillips India Limited
FMCG
◆ BUY
6–18mo
Allocation
7.8%
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
7.8%
₹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
8.9%
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
8.9%
₹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
8.9%
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
8.9%
₹37.4
₹90.44
₹34.78
+141.8%
-7.0%
Piotroski 8/9 — elite balance sheet · MoS 57% — deep value
INDUSTOWERMid · U 74
Indus Towers Limited
Telecom
◆ BUY
6–18mo
Allocation
7.8%
Entry
₹380
Target
₹418
Risk stop
₹353.14
Upside
+10.0%
Risk
-7.1%
Piotroski 8/9 — elite balance sheet · MoS 69% — deep value
INDUSTOWER
Mid · Score 74
Indus Towers Limited
Telecom
◆ BUY
6–18mo
7.8%
₹380
₹418
₹353.14
+10.0%
-7.1%
Piotroski 8/9 — elite balance sheet · MoS 69% — deep value
WAAREEENERMid · U 75
Waaree Energies Limited
Industrials
↑ TURN
12–36mo
Allocation
6.7%
Entry
₹2,354.9
Target
₹2,825.88
Risk stop
₹2,203.71
Upside
+20.0%
Risk
-6.4%
Piotroski 8/9 — elite balance sheet · MoS 54% — deep value
WAAREEENER
Mid · Score 75
Waaree Energies Limited
Industrials
↑ TURN
12–36mo
6.7%
₹2,354.9
₹2,825.88
₹2,203.71
+20.0%
-6.4%
Piotroski 8/9 — elite balance sheet · MoS 54% — deep value
NMDCMid · U 77
NMDC Limited
Metals
◆ BUY
6–18mo
Allocation
7.8%
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
7.8%
₹66.35
₹72.99
₹62.5
+10.0%
-5.8%
Piotroski 8/9 — elite balance sheet · MoS 26% — deep value
PREMIERENEMid · U 64
Premier Energies Limited
Industrials
—
2–5 years
Allocation
7.5%
Entry
₹853.3
Target
₹1,509.88
Risk stop
₹797.52
Upside
+76.9%
Risk
-6.5%
Piotroski 8/9 — elite balance sheet · MoS 40% — deep value
PREMIERENE
Mid · Score 64
Premier Energies Limited
Industrials
—
2–5 years
7.5%
₹853.3
₹1,509.88
₹797.52
+76.9%
-6.5%
Piotroski 8/9 — elite balance sheet · MoS 40% — deep value
MCXMid · U 62
Multi Commodity Exchange of India Limited
Financial Services
▲ COMP
3–7yr
Allocation
7.0%
Entry
₹3,020.3
Target
₹3,926.39
Risk stop
₹2,802.56
Upside
+30.0%
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
7.0%
₹3,020.3
₹3,926.39
₹2,802.56
+30.0%
-7.2%
Piotroski 8/9 — elite balance sheet · ROCE 71% rising — true compounder
OILMid · U 61
Oil India Limited
Energy
↑ TURN
12–36mo
Allocation
6.5%
Entry
₹447.85
Target
₹537.42
Risk stop
₹428.61
Upside
+20.0%
Risk
-4.3%
Piotroski 8/9 — elite balance sheet · MoS 54% — deep value
OIL
Mid · Score 61
Oil India Limited
Energy
↑ TURN
12–36mo
6.5%
₹447.85
₹537.42
₹428.61
+20.0%
-4.3%
Piotroski 8/9 — elite balance sheet · MoS 54% — deep value
BSEMid · U 60
BSE Limited
Financial Services
▲ COMP
3–7yr
Allocation
5.9%
Entry
₹3,230.8
Target
₹4,200.04
Risk stop
₹2,973.17
Upside
+30.0%
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
5.9%
₹3,230.8
₹4,200.04
₹2,973.17
+30.0%
-8.0%
Piotroski 8/9 — elite balance sheet · ROCE 60% rising — true compounder
ICICIAMCMid · U 61
ICICI Prudential Asset Management Company Limited
Financial Services
▲ COMP
3–7yr
Allocation
5.4%
Entry
₹2,651.8
Target
₹3,447.34
Risk stop
₹2,491.42
Upside
+30.0%
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
5.4%
₹2,651.8
₹3,447.34
₹2,491.42
+30.0%
-6.0%
Piotroski 8/9 — elite balance sheet · ROCE 115% rising — true compounder