I think you are referring to a defensive portfolio. Usually it is meant as a capital preservation tool for investors who have already amassed enormous wealth and do not want to take too much risk. It will broadly consist of stalwart kind of companies which are sector leaders and the sectors will consist of evergreen businesses. Things like Asian Paint, Pidilite, Nestle, Hind Unilever, Bata, Havells, CG Consumer (or any other similar company), Bajaj finance, HDFC Bank (or similar bank) , so on and so forth. Idea here is not to lose too much money even during big market drawdowns and if portfolio value does go down due to market condition, it recovers (and more) when the markets recover.
For a 25 year old, who wants to invest on his own, its better to first think of building up capital, so that the question of preservation comes around. If there is not enough capital, there will be no question of preservation. So better focus on growth stocks and try to compound the portfolio at healthy rates and then think about defensive PF.
First you must learn the ropes of investing by reading appropriate books and observing how markets work and how wealth is created.
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