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
81.2
Avg Piotroski
7.8/9
Avg Target Upside
+74.5%
Weighted PE
16.7
Weighted ROE
33.2%
Dividend Yield
2.19%
Top-3 Concentration
29.3%
· Holding period: 2–5 years
· Cap mix: ~70% Large / 30% Mid
· Sector cap: 30% — top-3 concentration currently 29.3%
· 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: 30% per sectorPowerCHENNPETRO, HINDPETRO, IOC
3 stk25.9%
ConsumerGILLETTE, GODFRYPHLP, CHALET
3 stk25.1%
IndustrialsEMMVEE, SUZLON
2 stk14.8%
MetalsNATIONALUM
1 stk8.8%
PharmaLUPIN
1 stk8.4%
AutoHEROMOTOCO
1 stk7.4%
Financial ServicesGICRE
1 stk5.4%
ServicesSCI
1 stk4.4%
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
11.0%
₹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
8.8%
₹1,234.9
₹6,875.88
₹1,086.71
+456.8%
-12%
Piotroski 7/9 — clean book · MoS 83% — deep value
NATIONALUM
Mid · Score 85
National Aluminium Company Limited
Metals
▲ COMP
3–7yr
8.8%
₹385
₹662.76
₹338.8
+72.1%
-12%
Piotroski 8/9 — elite balance sheet · MoS 43% — deep value
HINDPETRO
Mid · Score 91
Hindustan Petroleum Corporation Limited
Power
◆ BUY
6–18mo
7.7%
₹382
₹420.2
₹351.44
+10.0%
-8%
Piotroski 7/9 — clean book · MoS 89% — deep value
IOC
Large · Score 90
Indian Oil Corporation Limited
Power
★ STRONG
12–24mo
9.4%
₹138.13
₹158.85
₹124.32
+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
8.9%
₹335.2
₹738.05
₹301.68
+120.2%
-10%
Piotroski 8/9 — elite balance sheet · MoS 53% — deep value
LUPIN
Mid · Score 79
Lupin Limited
Pharma
▲ COMP
3–7yr
8.4%
₹2,263
₹4,899.3
₹1,991.44
+116.5%
-12%
Piotroski 8/9 — elite balance sheet · MoS 54% — deep value
GODFRYPHLP
Mid · Score 84
Godfrey Phillips India Limited
Consumer
◆ BUY
6–18mo
7.7%
₹2,270
₹2,497
₹2,088.4
+10.0%
-8%
Piotroski 8/9 — elite balance sheet · MoS 71% — deep value
HEROMOTOCO
Large · Score 77
Hero MotoCorp Limited
Auto
◆ BUY
6–18mo
7.4%
₹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
6.4%
₹763.65
₹878.2
₹687.29
+15.0%
-10%
Piotroski 8/9 — elite balance sheet · MoS 67% — deep value
SUZLON
Mid · Score 71
Suzlon Energy Limited
Industrials
▲ COMP
3–7yr
5.9%
₹55.23
₹104.85
₹48.6
+89.8%
-12%
Piotroski 8/9 — elite balance sheet · MoS 48% — deep value
GICRE
Large · Score 72
General Insurance Corporation of India
Financial Services
↑ TURN
12–36mo
5.4%
₹388
₹465.6
₹341.44
+20.0%
-12%
Piotroski 8/9 — elite balance sheet · MoS 79% — deep value