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
18
Weighted U-Score
72.4
Avg Piotroski
7.9/9
Avg Target Upside
+68.9%
Weighted PE
19.8
Weighted ROE
33.9%
Dividend Yield
2.82%
Top-3 Concentration
24.3%
· Holding period: 2–3 years
· Cap mix: Large-cap majority (Mid-cap quality allowed)
· Sector cap: 25% — top-3 concentration currently 24.3%
· 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 sectorConsumerITC, GILLETTE, GODFRYPHLP, BBTC
4 stk25.4%
PowerONGC, CHENNPETRO, IEX, COALINDIA
4 stk19.5%
MetalsNATIONALUM, HINDZINC
2 stk11.7%
PharmaGLAXO, LUPIN
2 stk11.2%
ITINFY, HEXT
2 stk9.0%
IndustrialsAKZOINDIA
1 stk7.1%
AutoHEROMOTOCO
1 stk6.6%
Financial ServicesGICRE
1 stk6.1%
ServicesSCI
1 stk3.6%
Positions
Entry at current market price. Targets use fair value where available, else tier multiplier.
Ticker
Company
Signal
Alloc %
Entry ₹
Target ₹
SL ₹
Upside
Rationale
ONGC
Large · Score 70
Oil & Natural Gas Corporation Limited
Power
↑ TURN
12–36mo
3.6%
₹259.55
₹311.46
₹228.4
+20.0%
-12%
Piotroski 8/9 — elite balance sheet · MoS 76% — deep value
ITC
Large · Score 71
ITC Limited
Consumer
★ STRONG
12–24mo
7.1%
₹280
₹322
₹252
+15.0%
-10%
Piotroski 8/9 — elite balance sheet · MoS 60% — deep value
CHENNPETRO
Large · Score 98
Chennai Petroleum Corporation Limited
Power
▲ COMP
3–7yr
3.6%
₹1,234.9
₹6,875.88
₹1,086.71
+456.8%
-12%
FCF yield 11.3% — cash machine · Piotroski 7/9 — clean book
INFY
Large · Score 72
Infosys Limited
IT
★ STRONG
12–24mo
4.6%
₹1,180.3
₹1,357.34
₹1,062.27
+15.0%
-10%
Piotroski 8/9 — elite balance sheet · MoS 46% — deep value
HEROMOTOCO
Large · Score 77
Hero MotoCorp Limited
Auto
◆ BUY
6–18mo
6.6%
₹4,855.4
₹5,340.94
₹4,466.97
+10.0%
-8%
Piotroski 8/9 — elite balance sheet · MoS 50% — deep value
NATIONALUM
Mid · Score 85
National Aluminium Company Limited
Metals
▲ COMP
3–7yr
8.1%
₹385
₹662.76
₹338.8
+72.1%
-12%
Piotroski 8/9 — elite balance sheet · MoS 43% — deep value
GILLETTE
Large · Score 75
Gillette India Limited
Consumer
★ STRONG
12–24mo
8.1%
₹7,683
₹8,835.45
₹6,914.7
+15.0%
-10%
Piotroski 8/9 — elite balance sheet · MoS 51% — deep value
HINDZINC
Large · Score 64
Hindustan Zinc Limited
Metals
▲ COMP
3–7yr
3.6%
₹564.8
₹825.05
₹497.02
+46.1%
-12%
Piotroski 8/9 — elite balance sheet · MoS 33% — deep value
GODFRYPHLP
Mid · Score 84
Godfrey Phillips India Limited
Consumer
◆ BUY
6–18mo
6.6%
₹2,270
₹2,497
₹2,088.4
+10.0%
-8%
Piotroski 8/9 — elite balance sheet · MoS 71% — deep value
SCI
Large · Score 78
Shipping Corporation Of India Limited
Services
◉ GRAH
18–36mo
3.6%
₹297.15
₹350.01
₹252.58
+17.8%
-15%
Piotroski 8/9 — elite balance sheet · MoS 72% — deep value
BBTC
Large · Score 64
The Bombay Burmah Trading Corporation Limited
Consumer
▲ COMP
3–7yr
3.6%
₹1,527.2
₹1,930.38
₹1,343.94
+26.4%
-12%
Piotroski 8/9 — elite balance sheet · FCF yield 14.6% — cash machine
IEX
Large · Score 64
Indian Energy Exchange Limited
Power
▲ COMP
3–7yr
8.1%
₹120.5
₹182.49
₹106.04
+51.4%
-12%
Piotroski 8/9 — elite balance sheet · MoS 35% — deep value
GLAXO
Large · Score 60
GlaxoSmithKline Pharmaceuticals Limited
Pharma
▲ COMP
3–7yr
7.6%
₹2,194.7
₹2,568.3
₹1,931.34
+17.0%
-12%
Piotroski 8/9 — elite balance sheet · ROCE 65% rising — true compounder
LUPIN
Mid · Score 79
Lupin Limited
Pharma
▲ COMP
3–7yr
3.6%
₹2,263
₹4,899.3
₹1,991.44
+116.5%
-12%
Piotroski 8/9 — elite balance sheet · MoS 54% — deep value
GICRE
Large · Score 72
General Insurance Corporation of India
Financial Services
↑ TURN
12–36mo
6.1%
₹388
₹465.6
₹341.44
+20.0%
-12%
Piotroski 8/9 — elite balance sheet · MoS 79% — deep value
COALINDIA
Large · Score 84
Coal India Limited
Power
—
2–3 years
4.2%
₹466.9
₹1,665.18
₹429.55
+256.6%
-8%
Piotroski 8/9 — elite balance sheet · MoS 72% — deep value
AKZOINDIA
Large · Score 55
Akzo Nobel India Ltd.
Industrials
▲ COMP
3–7yr
7.1%
₹2,976.5
₹3,512.27
₹2,619.32
+18.0%
-12%
Piotroski 8/9 — elite balance sheet · Div yield 3.4% — income anchor
HEXT
Large · Score 63
Hexaware Technologies Limited
IT
▲ COMP
3–7yr
4.4%
₹523
₹822.6
₹460.24
+57.3%
-12%
Piotroski 8/9 — elite balance sheet · MoS 37% — deep value