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
73.0
Avg Piotroski
7.8/9
Avg Target Upside
+79.8%
Weighted PE
24.2
Weighted ROE
33.0%
Dividend Yield
1.26%
Top-3 Concentration
27.2%
· Holding period: 2–5 years
· Cap mix: ~70% Large / 30% Mid
· Sector cap: 30% — top-3 concentration currently 27.2%
· 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 sectorConsumerGODFRYPHLP, KALYANKJIL, PAGEIND
3 stk25.7%
IndustrialsSUZLON, WAAREEENER, PREMIERENE
3 stk21.2%
PharmaLUPIN, GLENMARK
2 stk16.1%
PowerHINDPETRO, OIL
2 stk13.9%
MetalsNATIONALUM
1 stk9.0%
TelecomINDUSTOWER
1 stk7.6%
Financial ServicesMCX
1 stk6.5%
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
9.0%
₹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
7.9%
₹382
₹420.2
₹351.44
+10.0%
-8%
Piotroski 7/9 — clean book · MoS 89% — deep value
LUPIN
Mid · Score 79
Lupin Limited
Pharma
▲ COMP
3–7yr
9.0%
₹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
7.9%
₹2,270
₹2,497
₹2,088.4
+10.0%
-8%
Piotroski 8/9 — elite balance sheet · MoS 71% — deep value
SUZLON
Mid · Score 71
Suzlon Energy Limited
Industrials
▲ COMP
3–7yr
9.0%
₹55.23
₹104.85
₹48.6
+89.8%
-12%
Piotroski 8/9 — elite balance sheet · MoS 48% — deep value
KALYANKJIL
Mid · Score 73
Kalyan Jewellers India Limited
Consumer
★ STRONG
12–24mo
9.2%
₹355.3
₹408.6
₹319.77
+15.0%
-10%
Piotroski 7/9 — clean book · MoS 65% — deep value
PAGEIND
Mid · Score 60
Page Industries Limited
Consumer
▲ COMP
3–7yr
8.6%
₹38,940
₹53,414.4
₹34,267.2
+37.2%
-12%
Piotroski 8/9 — elite balance sheet · MoS 28% — deep value
WAAREEENER
Mid · Score 70
Waaree Energies Limited
Industrials
↑ TURN
12–36mo
6.7%
₹3,041.3
₹3,649.56
₹2,676.34
+20.0%
-12%
Piotroski 8/9 — elite balance sheet · MoS 48% — deep value
INDUSTOWER
Mid · Score 74
Indus Towers Limited
Telecom
—
2–5 years
7.6%
₹419.4
₹1,706.04
₹377.46
+306.8%
-10%
Piotroski 8/9 — elite balance sheet · MoS 74% — deep value
GLENMARK
Mid · Score 65
Glenmark Pharmaceuticals Limited
Pharma
▲ COMP
3–7yr
7.1%
₹2,209.6
₹2,872.48
₹1,944.45
+30.0%
-12%
Piotroski 8/9 — elite balance sheet · ROCE 40% rising — true compounder
MCX
Mid · Score 62
Multi Commodity Exchange of India Limited
Financial Services
▲ COMP
3–7yr
6.5%
₹2,824.8
₹3,672.24
₹2,485.82
+30.0%
-12%
Piotroski 8/9 — elite balance sheet · ROCE 71% rising — true compounder
OIL
Mid · Score 60
Oil India Limited
Power
—
2–5 years
6.0%
₹475.95
₹1,692.31
₹428.36
+255.6%
-10%
Piotroski 8/9 — elite balance sheet · MoS 70% — deep value
PREMIERENE
Mid · Score 65
Premier Energies Limited
Industrials
—
2–5 years
5.5%
₹1,086.7
₹1,574.84
₹978.03
+44.9%
-10%
Piotroski 8/9 — elite balance sheet · MoS 27% — deep value