Investment Themes  ›  Ports and Shipping Theme  ·  Active Funds Only

Ports and Shipping — Mutual Fund Holdings Tracker

Track how many active mutual funds hold ports and shipping stocks in India. Monthly data shows where institutional conviction across Adani Ports and Special Economic Zone, JSW Infrastructure, Gujarat Pipavav Port, Cochin Shipyard, Mazagon Dock Shipbuilders, Garden Reach Shipbuilders and Engineers, Shipping Corporation Of India, The Great Eastern Shipping Company, Container Corporation of India, Allcargo Logistics, Allcargo Global, Navkar Corporation, Seamec and Shreeji Shipping Global is rising or falling.

📅 Updated Jul 2026  ·  Index funds and ETFs excluded

19
Stocks Tracked
225
Active Funds Holding (Jul 2026)
₹22,460 Cr
Active MF Investment (Jul 2026)
Apr 2026 — fund count in Apr 2026 (base month) · May % / Jun % / Jul % — month-on-month change in funds holding the stock · Jul 2026 Funds — funds holding as of Jul 2026 · Overall % — total change Apr 2026 to Jul 2026. Blue = growing interest, Red = exiting · AUM (₹ Cr) — total market value held by active funds in Jul 2026 Active equity funds only  ·  Index funds and ETFs excluded
# Stock Name Apr May % Jun % Jul % Jul 2026 Funds Overall % AUM (₹ Cr)
1 Adani Ports and Special Economic Zone LimitedTransport Infrastructure 92 +6.5%-2% -11.5% 85 -7.6% 6,489
2 JSW Infrastructure LtdTransport Infrastructure 34 +17.6%+110% -14.3% 72 +111.8% 5,936
3 Container Corporation of India LimitedTransport Services 48 -6.3%-8.9% +12.2% 46 -4.2% 3,725
4 The Great Eastern Shipping Company LimitedTransport Services 29 -3.4%+7.1% -10% 27 -6.9% 1,965
5 Cochin Shipyard LimitedIndustrial Manufacturing 6 0%+50% +133.3% 21 +250% 896
6 Mazagon Dock Shipbuilders LimitedIndustrial Manufacturing 15 +13.3%+11.8% -10.5% 17 +13.3% 590
7 GATEWAY DISTRIPARKS LTDTransport Services 16 -6.3%-6.7% -7.1% 13 -18.8% 693
8 Gujarat Pipavav Port LimitedTransport Infrastructure 9 -11.1%0% +12.5% 9 0% 883
9 Garden Reach Shipbuilders & Engineers LimitedAerospace & Defense 8 0%0% 0% 8 0% 264
10 Aegis Vopak Terminals LimitedOil 5 +40%0% 0% 7 +40% 516
11 Shipping Corporation Of India LimitedTransport Services 5 +40%+14.3% -25% 6 +20% 114
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 Allcargo Global LimitedTransport Services 1 0%+100% -50% 1 0% 21
15 Allcargo Logistics LimitedTransport Services 1 0%0% 0% 1 0% 14
16 Lancer Container Lines Ltd.N.A. 1 0%0% 0% 1 0% 6
17 MEP Infrastructure Developers Ltd.Transport Infrastructure 1 0%0% 0% 1 0%
18 Seamec LimitedTransport Services 1 0%0% 0% 1 0% 133
19 Shreeji Shipping Global LimitedTransport Services 1 0%0% 0% 1 0% 56
20 Navkar Corporation Ltd.Transport Services 2 -100% -100%
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What are ports and shipping stocks tracked by mutual funds in India?

Ports and shipping stocks include listed port operators, shipbuilders, ship owners, and maritime logistics companies in India. Adani Ports and Special Economic Zone is the largest private port operator in India by cargo volume, running major ports across Mundra, Hazira, Kattupalli, and Dhamra. JSW Infrastructure is a fast-growing private port operator with facilities on both coasts. Gujarat Pipavav Port is a west coast container and bulk port serving the Gujarat industrial hinterland. Cochin Shipyard is India largest shipyard by capacity and a key beneficiary of the government Make in India push for naval and commercial vessel construction. Mazagon Dock Shipbuilders and Garden Reach Shipbuilders and Engineers are defence shipyards building warships and submarines for the Indian Navy. Shipping Corporation Of India is the flagship state-owned shipping company operating tankers, bulk carriers, and container vessels. The Great Eastern Shipping Company is the largest private sector shipping company in India operating tankers and dry bulk ships. Container Corporation of India runs container train services and operates inland container depots and port-linked facilities. Allcargo Logistics and Allcargo Global offer container freight station and multimodal logistics services at major Indian ports. Navkar Corporation operates container freight stations and inland container depots serving port hinterlands. Seamec and Shreeji Shipping Global are smaller shipping and marine services companies listed in India.

Rising fund counts over four months signal growing institutional conviction in the ports and shipping sector. Cross-reference individual fund portfolios on our top stocks page or explore full holdings via the funds directory.

Why are mutual funds investing in ports and shipping stocks in India?

India is the world seventh largest country by coastline and handles over 90 percent of its trade volume by sea. The government Sagarmala Programme is investing heavily in port modernisation, port-led industrialisation, and coastal shipping to reduce logistics costs and shift freight from road and rail to sea. Private port operators have consistently outperformed state-run ports on efficiency metrics and are capturing a growing share of container and bulk cargo traffic. Adani Ports has aggressively expanded capacity through greenfield development and acquisitions. JSW Infrastructure has listed and is executing a strong capacity addition pipeline. Cochin Shipyard is a direct beneficiary of Navy vessel orders and the government push to build more ships domestically under the Aatmanirbhar Bharat initiative. Rising global trade volumes and India growing manufacturing export ambitions support long-term demand for port capacity.

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.

Are index funds and ETFs included in the ports and shipping stock fund counts?

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 ports, shipping, and maritime logistics sector.

To explore individual fund portfolios, visit the funds directory or use the SIP calculator to plan investments in funds with high infrastructure sector exposure. For a broader market view, see our AAUM data page.

Disclaimer: RightAdvise is a data and research platform. Fund holding data is sourced from monthly portfolio disclosures published by mutual funds as required by SEBI. This page is for informational purposes only and does not constitute investment advice. Past holding trends do not guarantee future performance. Please consult a SEBI-registered investment adviser before making any investment decisions.