New Delhi, Oct. 22 -- With the festive season kicking in, buyers and investors are keeping a close eye on gold and silver prices. But what about jewellery stocks that are at the heart of this demand?

Two of the biggest listed players in the jewellery segment by market capitalisation are Titan Company and Kalyan Jewellers. These stocks feature in various active, thematic and passive mutual fund portfolios.

According to Screener, Titan Company and Kalyan Jewellers India have delivered one-year returns of around 17% and 13%, respectively, as of 22 October 2026. So, which mutual funds have the highest exposure to these jewellery giants, and what should investors understand about their holdings?

Titan Company features prominently in portfol...