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
78.6
Avg Piotroski
7.9/9
Avg Target Upside
+74.4%
Weighted PE
17.3
Weighted ROE
35.6%
Dividend Yield
2.58%
Top-3 Concentration
31.2%
· Holding period: 2–5 years
· Cap mix: ~70% Large / 30% Mid
· Sector cap: 30% — top-3 concentration currently 31.2%
· 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: 30% per sectorPowerCHENNPETRO, IOC, BPCL
3 stk29.0%
ConsumerGILLETTE, CHALET, TRAVELFOOD
3 stk25.1%
ServicesSCI, ECLERX
2 stk10.2%
IndustrialsEMMVEE
1 stk9.4%
AutoHEROMOTOCO
1 stk7.6%
MetalsHINDZINC
1 stk6.9%
Financial ServicesGICRE
1 stk6.5%
InfraENGINERSIN
1 stk5.3%
Positions
Entry at current market price. Targets use fair value where available, else tier multiplier.
Ticker
Company
Signal
Alloc %
Entry ₹
Target ₹
SL ₹
Upside
Rationale
GILLETTE
Large · Score 75
Gillette India Limited
Consumer
★ STRONG
12–24mo
10.9%
₹7,683
₹8,835.45
₹6,914.7
+15.0%
-10%
Piotroski 8/9 — elite balance sheet · MoS 51% — deep value
CHENNPETRO
Large · Score 98
Chennai Petroleum Corporation Limited
Power
▲ COMP
3–7yr
8.7%
₹1,234.9
₹6,875.88
₹1,086.71
+456.8%
-12%
Piotroski 7/9 — clean book · MoS 83% — deep value
IOC
Large · Score 90
Indian Oil Corporation Limited
Power
★ STRONG
12–24mo
10.4%
₹138.13
₹158.85
₹124.32
+15.0%
-10%
Piotroski 8/9 — elite balance sheet · MoS 86% — deep value
BPCL
Large · Score 94
Bharat Petroleum Corporation Limited
Power
★ STRONG
12–24mo
9.9%
₹288.9
₹332.23
₹260.01
+15.0%
-10%
Piotroski 8/9 — elite balance sheet · MoS 86% — deep value
EMMVEE
Large · Score 74
Emmvee Photovoltaic Power Limited
Industrials
—
2–5 years
9.4%
₹335.2
₹738.05
₹301.68
+120.2%
-10%
Piotroski 8/9 — elite balance sheet · MoS 53% — deep value
HEROMOTOCO
Large · Score 77
Hero MotoCorp Limited
Auto
◆ BUY
6–18mo
7.6%
₹4,855.4
₹5,340.94
₹4,466.97
+10.0%
-8%
Piotroski 8/9 — elite balance sheet · MoS 50% — deep value
SCI
Large · Score 78
Shipping Corporation Of India Limited
Services
◉ GRAH
18–36mo
4.4%
₹297.15
₹350.01
₹252.58
+17.8%
-15%
Piotroski 8/9 — elite balance sheet · MoS 72% — deep value
CHALET
Large · Score 73
Chalet Hotels Limited
Consumer
★ STRONG
12–24mo
7.9%
₹763.65
₹878.2
₹687.29
+15.0%
-10%
Piotroski 8/9 — elite balance sheet · MoS 67% — deep value
GICRE
Large · Score 72
General Insurance Corporation of India
Financial Services
↑ TURN
12–36mo
6.5%
₹388
₹465.6
₹341.44
+20.0%
-12%
Piotroski 8/9 — elite balance sheet · MoS 79% — deep value
HINDZINC
Large · Score 64
Hindustan Zinc Limited
Metals
▲ COMP
3–7yr
6.9%
₹564.8
₹825.05
₹497.02
+46.1%
-12%
Piotroski 8/9 — elite balance sheet · MoS 33% — deep value
TRAVELFOOD
Large · Score 71
Travel Food Services Limited
Consumer
▲ COMP
3–7yr
6.3%
₹1,184.2
₹2,612.22
₹1,042.1
+120.6%
-12%
Piotroski 8/9 — elite balance sheet · MoS 54% — deep value
ECLERX
Large · Score 70
eClerx Services Limited
Services
★ STRONG
12–24mo
5.8%
₹1,413.1
₹1,625.06
₹1,271.79
+15.0%
-10%
Piotroski 8/9 — elite balance sheet · MoS 49% — deep value
ENGINERSIN
Large · Score 67
Engineers India Limited
Infra
▲ COMP
3–7yr
5.3%
₹238.5
₹479.7
₹209.88
+101.1%
-12%
Piotroski 8/9 — elite balance sheet · MoS 50% — deep value