Track how many active mutual funds hold jewellery stocks in India. Monthly data shows where institutional conviction across Titan, Kalyan Jewellers, Senco Gold, P N Gadgil Jewellers, Thangamayil Jewellery, Bluestone Jewellery, PC Jeweller, Sky Gold, Goldiam International, Vaibhav Global, Rajesh Exports, Ethos and PNGS Reva Diamond Jewellery 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 | Titan Company LimitedConsumer Durables | 170 | +4.1% | -1.7% | 0% | 174 | +2.4% | 16,363 |
| 2 | Kalyan Jewellers India LimitedConsumer Durables | 19 | +5.3% | 0% | +10% | 22 | +15.8% | 7,096 |
| 3 | SKY GOLD AND DIAMONDS LIMITEDConsumer Durables | 19 | 0% | 0% | +15.8% | 22 | +15.8% | 969 |
| 4 | ETHOS LIMITEDConsumer Durables | 22 | 0% | 0% | -13.6% | 19 | -13.6% | 1,254 |
| 5 | Bluestone Jewellery And Lifestyle LtdConsumer Durables | 10 | 0% | +30% | +7.7% | 14 | +40% | 1,201 |
| 6 | Thangamayil Jewellery LimitedConsumer Durables | 10 | +10% | +18.2% | 0% | 13 | +30% | 2,071 |
| 7 | Senco Gold LimitedConsumer Durables | 11 | 0% | 0% | -18.2% | 9 | -18.2% | 334 |
| 8 | P N Gadgil Jewellers LimitedConsumer Durables | 6 | 0% | 0% | 0% | 6 | 0% | 298 |
| 9 | PNGS REVA DIAMOND JEWELLERY LTD.Consumer Durables | 5 | 0% | 0% | -60% | 2 | -60% | 59 |
Jewellery stocks include listed retailers, manufacturers, and exporters of gold, diamond, and silver jewellery in India. Titan Company operates the Tanishq brand, the largest organised jewellery retail chain in India, along with Mia, Zoya, and CaratLane. Kalyan Jewellers is one of the largest jewellery retailers by store count with a pan-India presence. Senco Gold is a leading jeweller with strong presence in east India. P N Gadgil Jewellers is a prominent Maharashtra-based jewellery chain. Thangamayil Jewellery serves the south India market. Bluestone Jewellery is a digitally-native online jewellery brand that recently listed. Sky Gold and Goldiam are jewellery manufacturers with export-focused businesses. Vaibhav Global is a value fashion jewellery retailer operating through TV and digital channels globally.
Rising fund counts over four months signal growing institutional conviction in the jewellery sector. Cross-reference individual fund portfolios on our top stocks page or explore full holdings via the funds directory.
India is the second largest consumer of gold in the world and the jewellery sector is undergoing a structural shift from unorganised family jewellers to organised branded retail chains. The share of organised players has been rising steadily, driven by GST implementation which levelled the playing field, hallmarking regulations that raised quality standards, and increasing consumer preference for certified and branded jewellery. Titan Tanishq has been the primary beneficiary of this formalisation trend, consistently gaining market share. Kalyan Jewellers has expanded its store network aggressively into smaller cities. The wedding jewellery segment remains the largest demand driver and is relatively resilient to economic cycles.
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 jewellery and gems sector.
To explore individual fund portfolios, visit the funds directory or use the SIP calculator to plan investments in funds with high consumption sector exposure. For a broader market view, see our AAUM data page.