You seem to be adopting a coffee can approach. Usually you would want to bet on leaders in an SIP format. Businesses that in a sense always stay expensive due to their quality and their moat/market position. Companies with big pricing power and the financial ability to aquire disruptive cos. For eg: If patanjali was owned by VCs and an “entrepreneur” they would probably have been aquired or one of the big FMCG guys would have bought a stake in them and leveraged manufacturing and distribution.
CDSL: Does not have pricing power. SEBI decides whats what with them. There are better ways to play finacialisation of savings.
Interglobe: If indigo hike up their prices, they will lose market share. Where is the pricing power? Also where is growth going to come from for Indigo. The whole idea of a low cost carrier is built around short travel. The moment they go international they are competing against air asia and other nationlised quality airliners who can burn cash/make meagre profits/breakeven as they have no pressure to be profitable for the most part. We then have vistara coming in as well. Again there are better ways to play tourism. You can play it via forex cos like thomas cook, who have Prem Watsa at the helm.
V guard: I would request you to read into the business further. Look at other players in the consumer electricals space. For eg: CG consumer electricals.
I would say dont miss out on compoudning. Compounding even at 10% for a long period of time will result in very fruitful gains. Dont miss out.
I would say SIP into a portfolio of something like this: pidilite, asian paints, nestle, HDFC bank, RIL, ITC, Titan/3M, Kotak/maruti suzuki/3M , Crompton Greaves Consumer electricals and a Lupin/pharma leader. Go in for a simple 10x10 approach.