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
16
Weighted U-Score
64.0
Avg Piotroski
7.9/9
Avg Target Upside
+32.0%
Weighted PE
64.1
Weighted ROE
34.5%
Dividend Yield
1.04%
Top-3 Concentration
25.2%
· Holding period: 2–3 years
· Cap mix: Large-cap majority (Mid-cap quality allowed)
· Sector cap: 25% — top-3 concentration currently 25.2%
· 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 sectorIndustrialsSUZLON, APLAPOLLO, POLYCAB, DIXON +1
5 stk29.8%
ConsumerGODFRYPHLP, PAGEIND, IRCTC
3 stk16.9%
Financial ServicesMCX, BSE
2 stk16.8%
ITTATAELXSI, PERSISTENT
2 stk14.1%
MetalsNATIONALUM, NMDC
2 stk12.5%
PharmaLUPIN, GLENMARK
2 stk9.8%
Positions
Entry at current market price. Targets use fair value where available, else tier multiplier.
Ticker
Company
Signal
Alloc %
Entry ₹
Target ₹
SL ₹
Upside
Rationale
NATIONALUM
Mid · Score 85
National Aluminium Company Limited
Metals
▲ COMP
3–7yr
8.4%
₹385
₹662.76
₹338.8
+72.1%
-12%
Piotroski 8/9 — elite balance sheet · MoS 43% — deep value
GODFRYPHLP
Mid · Score 84
Godfrey Phillips India Limited
Consumer
◆ BUY
6–18mo
6.5%
₹2,270
₹2,497
₹2,088.4
+10.0%
-8%
Piotroski 8/9 — elite balance sheet · MoS 71% — deep value
LUPIN
Mid · Score 79
Lupin Limited
Pharma
▲ COMP
3–7yr
4.1%
₹2,263
₹4,899.3
₹1,991.44
+116.5%
-12%
Piotroski 8/9 — elite balance sheet · MoS 54% — deep value
PAGEIND
Mid · Score 60
Page Industries Limited
Consumer
▲ COMP
3–7yr
4.1%
₹38,940
₹53,414.4
₹34,267.2
+37.2%
-12%
Piotroski 8/9 — elite balance sheet · MoS 28% — deep value
SUZLON
Mid · Score 71
Suzlon Energy Limited
Industrials
▲ COMP
3–7yr
5.7%
₹55.23
₹104.85
₹48.6
+89.8%
-12%
Piotroski 8/9 — elite balance sheet · MoS 48% — deep value
MCX
Mid · Score 62
Multi Commodity Exchange of India Limited
Financial Services
▲ COMP
3–7yr
8.4%
₹2,824.8
₹3,333.26
₹2,485.82
+18.0%
-12%
Piotroski 8/9 — elite balance sheet · ROCE 71% rising — true compounder
GLENMARK
Mid · Score 65
Glenmark Pharmaceuticals Limited
Pharma
▲ COMP
3–7yr
5.7%
₹2,209.6
₹2,607.33
₹1,944.45
+18.0%
-12%
Piotroski 8/9 — elite balance sheet · ROCE 40% rising — true compounder
TATAELXSI
Mid · Score 55
Tata Elxsi Limited
IT
▲ COMP
3–7yr
8.4%
₹4,260.5
₹5,027.39
₹3,749.24
+18.0%
-12%
Piotroski 8/9 — elite balance sheet · ROCE 60% rising — true compounder
BSE
Mid · Score 60
BSE Limited
Financial Services
▲ COMP
3–7yr
8.4%
₹3,998
₹4,717.64
₹3,518.24
+18.0%
-12%
Piotroski 8/9 — elite balance sheet · ROCE 58% rising — true compounder
PERSISTENT
Mid · Score 56
Persistent Systems Limited
IT
▲ COMP
3–7yr
5.7%
₹5,023
₹5,927.14
₹4,420.24
+18.0%
-12%
Piotroski 8/9 — elite balance sheet · ROCE 34% rising — true compounder
APLAPOLLO
Mid · Score 56
APL Apollo Tubes Limited
Industrials
▲ COMP
3–7yr
4.8%
₹1,799
₹1,949.85
₹1,583.12
+8.4%
-12%
Piotroski 8/9 — elite balance sheet · ROCE 32% rising — true compounder
POLYCAB
Mid · Score 56
Polycab India Limited
Industrials
▲ COMP
3–7yr
7.6%
₹9,644.5
₹11,380.51
₹8,487.16
+18.0%
-12%
Piotroski 8/9 — elite balance sheet · ROCE 34% rising — true compounder
DIXON
Mid · Score 60
Dixon Technologies (India) Limited
Industrials
▲ COMP
3–7yr
4.1%
₹11,616
₹13,706.88
₹10,222.08
+18.0%
-12%
Piotroski 7/9 — clean book · ROCE 42% rising — true compounder
NMDC
Mid · Score 62
NMDC Limited
Metals
—
2–3 years
4.1%
₹90.09
₹102.4
₹82.88
+13.7%
-8%
Piotroski 8/9 — elite balance sheet · Div yield 3.7% — income anchor
IRCTC
Mid · Score 58
Indian Railway Catering And Tourism Corporation Limited
Consumer
↑ TURN
12–36mo
6.3%
₹518.5
₹622.2
₹456.28
+20.0%
-12%
Piotroski 8/9 — elite balance sheet · ROCE 46% — capital-efficient
POWERINDIA
Mid · Score 56
Hitachi Energy India Limited
Industrials
▲ COMP
3–7yr
7.6%
₹34,610
₹40,839.8
₹30,456.8
+18.0%
-12%
Piotroski 8/9 — elite balance sheet · ROCE 29% rising — true compounder