Please review my portfolio

Added this over last 8 months, with a total investment of 3L lakh. Quick pointers on my reasonings: I believe, in EV push, if we're to start manufacturing lithium batteries, Indoborax should benefit greatly as they're also in the business of manufacturing lithium hydroxide monohydrate. I believe CDSL is a generational stock to hold, will buy NSDL also once IPO is out Addee BEL on the recommendation of a friend, so far given 40% returns Bought VBL and ITC due to hype here, still wary of this Tata power because I wanted a tata stock that's not expensive (stupid move) Pudumjee because saw a boom, might sell soon Industower because I believe there's still a lot of room for expansion in the cellular coverages Ashoka looks good as a construction company in the development of country's Infra. Looking for your opinions.