Track how many active mutual funds hold logistics stocks in India. Monthly data shows where institutional conviction across Delhivery, Blue Dart Express, TCI Express, VRL Logistics, Allcargo Logistics, Allcargo Global, Transport Corporation of India, Mahindra Logistics, Navkar Corporation and Aegis Logistics is rising or falling.
📅 Updated Jul 2026 · Index funds and ETFs excluded
| # | Stock Name | Apr | May % | Jun % | Jul % | Jul 2026 Funds | Overall % | AUM (₹ Cr) |
|---|---|---|---|---|---|---|---|---|
| 1 | InterGlobe Aviation LimitedTransport Services | 207 | -1.4% | +9.8% | -8.9% | 204 | -1.4% | 31,050 |
| 2 | Delhivery LimitedTransport Services | 88 | +11.4% | +2% | +5% | 105 | +19.3% | 11,885 |
| 3 | Shadowfax Technologies Ltd.Transport Services | 22 | -4.5% | +33.3% | +57.1% | 44 | +100% | 2,574 |
| 4 | Black Buck LtdTransport Services | 24 | 0% | -4.2% | 0% | 23 | -4.2% | 978 |
| 5 | VRL Logistics LimitedTransport Services | 18 | -11.1% | -6.3% | -6.7% | 14 | -22.2% | 1,004 |
| 6 | GATEWAY DISTRIPARKS LTDTransport Services | 16 | -6.3% | -6.7% | -7.1% | 13 | -18.8% | 693 |
| 7 | Blue Dart Express LimitedTransport Services | 16 | -12.5% | -7.1% | -7.7% | 12 | -25% | 1,079 |
| 8 | Mahindra Logistics LimitedTransport Services | 11 | 0% | 0% | 0% | 11 | 0% | 506 |
| 9 | Transport Corporation of India Ltd.Transport Services | 8 | 0% | 0% | -12.5% | 7 | -12.5% | 617 |
| 10 | TCI Express LimitedTransport Services | 7 | -14.3% | -16.7% | 0% | 5 | -28.6% | 161 |
| 11 | Aegis Logistics LimitedGas | 4 | 0% | +50% | -50% | 3 | -25% | 1,405 |
| 12 | Dredging Corporation of India LimitedEngineering Services | 3 | 0% | +33.3% | -25% | 3 | 0% | 72 |
| 13 | Knowledge Marine & Engineering Works LimitedEngineering Services | 2 | 0% | 0% | +50% | 3 | +50% | 88 |
| 14 | Afcom Holdings LimitedTransport Services | — | — | 0% | 0% | 2 | — | 130 |
| 15 | Ecos India Mobility & Hospitality LtdTransport Services | 3 | -33.3% | 0% | 0% | 2 | -33.3% | 80 |
| 16 | Allcargo Global LimitedTransport Services | 1 | 0% | +100% | -50% | 1 | 0% | 21 |
| 17 | Allcargo Logistics LimitedTransport Services | 1 | 0% | 0% | 0% | 1 | 0% | 14 |
| 18 | Lancer Container Lines Ltd.N.A. | 1 | 0% | 0% | 0% | 1 | 0% | 6 |
| 19 | TRANSINDIA REAL ESTATE LIMITEDTransport Services | 1 | 0% | 0% | 0% | 1 | 0% | 8 |
| 20 | TVS Supply Chain Solutions LimitedTransport Services | 1 | 0% | 0% | 0% | 1 | 0% | 2 |
| 21 | WESTERN CARRIERS (INDIA) LTDTransport Services | 1 | 0% | 0% | 0% | 1 | 0% | 9 |
| 22 | Navkar Corporation Ltd.Transport Services | 2 | -100% | — | — | — | -100% | — |
Logistics stocks include listed operators of express delivery, freight forwarding, container freight stations, and supply chain services across India. Delhivery is India largest third-party logistics company serving ecommerce, direct-to-consumer, and business-to-business segments. Blue Dart Express is the leading premium express courier in India and part of the DHL group. TCI Express is a surface express logistics company with a wide small and medium enterprise customer base. VRL Logistics operates one of the largest surface parcel networks in India. Allcargo Logistics is a leading integrated logistics company offering container freight station, less-than-container load, and project logistics services globally. Transport Corporation of India provides multimodal freight and supply chain solutions. Mahindra Logistics is a third-party logistics provider serving automotive and non-automotive sectors. Navkar Corporation operates container freight stations and inland container depots.
Rising fund counts over four months signal growing institutional conviction in the logistics sector. Cross-reference individual fund portfolios on our top stocks page or explore full holdings via the funds directory.
India logistics sector is undergoing a structural transformation driven by GST implementation which replaced a fragmented state-level tax system with a unified national market, enabling more efficient interstate movement of goods. The formalisation of logistics has benefited organised players at the expense of small unorganised transporters. Ecommerce growth has created massive demand for last-mile and express delivery services where Delhivery and Blue Dart compete. Government infrastructure investment in dedicated freight corridors, expressways, and multimodal logistics parks is reducing transit times and logistics costs as a percentage of GDP. The PM GatiShakti initiative and the National Logistics Policy aim to reduce India logistics cost from around 13 percent of GDP to under 8 percent, which would significantly expand volumes for organised players.
For context on SEBI disclosure requirements, refer to AMFI India. For regulatory guidelines, visit SEBI India. Explore broader holding trends using our market cap categories page.
No — all counts exclude index funds, ETFs, and fund of funds. Only actively managed equity mutual funds are counted. Index funds mechanically hold stocks in proportion to index weight — their holdings do not reflect active manager conviction. By excluding them, fund counts here more accurately represent where professional stock pickers are actively building or reducing positions in the India logistics and supply chain sector.
To explore individual fund portfolios, visit the funds directory or use the SIP calculator to plan investments in funds with high industrials sector exposure. For a broader market view, see our AAUM data page.