Global Mutual Funds Market 2023-2027

Global Mutual Funds Market 2023-2027

Technavio has been monitoring the mutual funds market and is forecast to grow by $71.62 tn during 2022-2027, accelerating at a CAGR of 9.76% during the forecast period. Our report on the mutual funds market provides a holistic analysis, market size and forecast, trends, growth drivers, and challenges, as well as vendor analysis covering around 25 vendors.

The report offers an up-to-date analysis regarding the current market scenario, the latest trends and drivers, and the overall market environment. The market is driven by market liquidity, increasing share of financial savings in total household savings, and rising awareness-growing investor base.

Technavio's mutual funds market is segmented as below:

By Type

  • Stock funds
  • Bond funds
  • Money market funds
  • Hybrid funds
By Distribution Channel
  • Advice channel
  • Retirement plan channel
  • Institutional channel
  • Direct channel
  • Supermarket channel
By Geographical Landscape
  • North America
  • Europe
  • APAC
  • South America
  • Middle East and Africa
This study identifies the growth of mutual fund assets in developing nations as one of the prime reasons driving the mutual funds market growth during the next few years. Also, increasing adoption of inflation-indexed funds and high demand for market transparency during investment will lead to sizable demand in the market.

Technavio presents a detailed picture of the market by the way of study, synthesis, and summation of data from multiple sources by an analysis of key parameters. Our report on the mutual funds market covers the following areas:
  • Mutual funds market sizing
  • Mutual funds market forecast
  • Mutual funds market industry analysis
Technavio's robust vendor analysis is designed to help clients improve their market position, and in line with this, this report provides a detailed analysis of several leading mutual funds market vendors that include Aditya Birla Management Corp. Pvt. Ltd., Amundi Austria GmbH, Baroda BNP Paribas Asset Management India Pvt. Ltd., BlackRock Inc., BNY Mellon Securities Corp., Canara Robeco Asset Management Co., DSP Investment Managers Pvt. Ltd., Edelweiss Asset Management Ltd., FMR LLC, Franklin Templeton, HDFC Ltd., ICICI Prudential Asset Management Co. Ltd., IDFC Mutual Fund, JPMorgan Chase and Co., State Street Global Advisors, The Capital Group Companies Inc., The Charles Schwab Corp., The Vanguard Group Inc., Axis Asset Management Co. Ltd., and PIMCO. Also, the mutual funds market analysis report includes information on upcoming trends and challenges that will influence market growth. This is to help companies strategize and leverage all forthcoming growth opportunities.

The study was conducted using an objective combination of primary and secondary information including inputs from key participants in the industry. The report contains a comprehensive market and vendor landscape in addition to an analysis of the key vendors.

Technavio presents a detailed picture of the market by the way of study, synthesis, and summation of data from multiple sources by an analysis of key parameters such as profit, pricing, competition, and promotions. It presents various market facets by identifying the key industry influencers. The data presented is comprehensive, reliable, and a result of extensive research - both primary and secondary. Technavio's market research reports provide a complete competitive landscape and an in-depth vendor selection methodology and analysis using qualitative and quantitative research to forecast accurate market growth.


  • Executive Summary
    • Market overview
      • Table Executive Summary – Chart on Market Overview
      • Table Executive Summary – Data Table on Market Overview
      • Table Executive Summary – Chart on Global Market Characteristics
      • Table Executive Summary – Chart on Market by Geography
      • Table Executive Summary – Chart on Market Segmentation by Type
      • Table Executive Summary – Chart on Market Segmentation by Distribution Channel
      • Table Executive Summary – Chart on Incremental Growth
      • Table Executive Summary – Data Table on Incremental Growth
      • Table Executive Summary – Chart on Vendor Market Positioning
  • Market Landscape
    • Market ecosystem
      • Table Parent market
      • Table Market Characteristics
  • Market Sizing
    • Market definition
      • Table Offerings of vendors included in the market definition
    • Market segment analysis
      • Table Market segments
    • Market size 2022
    • Market outlook: Forecast for 2022-2027
      • Table Chart on Global - Market size and forecast 2022-2027 ($ trillion)
      • Table Data Table on Global - Market size and forecast 2022-2027 ($ trillion)
      • Table Chart on Global Market: Year-over-year growth 2022-2027 (%)
      • Table Data Table on Global Market: Year-over-year growth 2022-2027 (%)
  • Historic Market Size
    • Global mutual funds market 2017 - 2021
      • Table Historic market size – Data table on global mutual funds market 2017 - 2021 ($ trillion)
    • Type Segment Analysis 2017 - 2021
      • Table Historic market size – Type segment 2017 - 2021 ($ trillion)
    • Distribution Channel Segment Analysis 2017 - 2021
      • Table Historic market size – Distribution channel segment 2017 - 2021 ($ trillion)
    • Geography Segment Analysis 2017 - 2021
      • Table Historic market size – Geography segment 2017 - 2021 ($ trillion)
    • Country Segment Analysis 2017 - 2021
      • Table Historic market size – Country segment 2017 - 2021 ($ trillion)
  • Five Forces Analysis
    • Five forces summary
      • Table Five forces analysis - Comparison between 2022 and 2027
    • Bargaining power of buyers
      • Table Chart on Bargaining power of buyers – Impact of key factors 2022 and 2027
    • Bargaining power of suppliers
      • Table Bargaining power of suppliers – Impact of key factors in 2022 and 2027
    • Threat of new entrants
      • Table Threat of new entrants – Impact of key factors in 2022 and 2027
    • Threat of substitutes
      • Table Threat of substitutes – Impact of key factors in 2022 and 2027
    • Threat of rivalry
      • Table Threat of rivalry – Impact of key factors in 2022 and 2027
    • Market condition
      • Table Chart on Market condition - Five forces 2022 and 2027
  • Market Segmentation by Type
    • Market segments
      • Table Chart on Type - Market share 2022-2027 (%)
      • Table Data Table on Type - Market share 2022-2027 (%)
    • Comparison by Type
      • Table Chart on Comparison by Type
      • Table Data Table on Comparison by Type
    • Stock funds - Market size and forecast 2022-2027
      • Table Chart on Stock funds - Market size and forecast 2022-2027 ($ trillion)
      • Table Data Table on Stock funds - Market size and forecast 2022-2027 ($ trillion)
      • Table Chart on Stock funds - Year-over-year growth 2022-2027 (%)
      • Table Data Table on Stock funds - Year-over-year growth 2022-2027 (%)
    • Bond funds - Market size and forecast 2022-2027
      • Table Chart on Bond funds - Market size and forecast 2022-2027 ($ trillion)
      • Table Data Table on Bond funds - Market size and forecast 2022-2027 ($ trillion)
      • Table Chart on Bond funds - Year-over-year growth 2022-2027 (%)
      • Table Data Table on Bond funds - Year-over-year growth 2022-2027 (%)
    • Money market funds - Market size and forecast 2022- 2027
      • Table Chart on Money market funds - Market size and forecast 2022-2027 ($ trillion)
      • Table Data Table on Money market funds - Market size and forecast 2022-2027 ($ trillion)
      • Table Chart on Money market funds - Year-over-year growth 2022-2027 (%)
      • Table Data Table on Money market funds - Year-over-year growth 2022-2027 (%)
    • Hybrid funds - Market size and forecast 2022-2027
      • Table Chart on Hybrid funds - Market size and forecast 2022-2027 ($ trillion)
      • Table Data Table on Hybrid funds - Market size and forecast 2022-2027 ($ trillion)
      • Table Chart on Hybrid funds - Year-over-year growth 2022-2027 (%)
      • Table Data Table on Hybrid funds - Year-over-year growth 2022-2027 (%)
    • Market opportunity by Type
      • Table Market opportunity by Type ($ trillion)
  • Market Segmentation by Distribution Channel
    • Market segments
      • Table Chart on Distribution Channel - Market share 2022-2027 (%)
      • Table Data Table on Distribution Channel - Market share 2022-2027 (%)
    • Comparison by Distribution Channel
      • Table Chart on Comparison by Distribution Channel
      • Table Data Table on Comparison by Distribution Channel
    • Advice channel - Market size and forecast 2022-2027
      • Table Chart on Advice channel - Market size and forecast 2022-2027 ($ trillion)
      • Table Data Table on Advice channel - Market size and forecast 2022-2027 ($ trillion)
      • Table Chart on Advice channel - Year-over-year growth 2022-2027 (%)
      • Table Data Table on Advice channel - Year-over-year growth 2022-2027 (%)
    • Retirement plan channel - Market size and forecast 2022- 2027
      • Table Chart on Retirement plan channel - Market size and forecast 2022-2027 ($ trillion)
      • Table Data Table on Retirement plan channel - Market size and forecast 2022-2027 ($ trillion)
      • Table Chart on Retirement plan channel - Year-over-year growth 2022-2027 (%)
      • Table Data Table on Retirement plan channel - Year-over-year growth 2022-2027 (%)
    • Institutional channel - Market size and forecast 2022- 2027
      • Table Chart on Institutional channel - Market size and forecast 2022-2027 ($ trillion)
      • Table Data Table on Institutional channel - Market size and forecast 2022-2027 ($ trillion)
      • Table Chart on Institutional channel - Year-over-year growth 2022-2027 (%)
      • Table Data Table on Institutional channel - Year-over-year growth 2022-2027 (%)
    • Direct channel - Market size and forecast 2022-2027
      • Table Chart on Direct channel - Market size and forecast 2022-2027 ($ trillion)
      • Table Data Table on Direct channel - Market size and forecast 2022-2027 ($ trillion)
      • Table Chart on Direct channel - Year-over-year growth 2022-2027 (%)
      • Table Data Table on Direct channel - Year-over-year growth 2022-2027 (%)
    • Supermarket channel - Market size and forecast 2022- 2027
      • Table Chart on Supermarket channel - Market size and forecast 2022-2027 ($ trillion)
      • Table Data Table on Supermarket channel - Market size and forecast 2022-2027 ($ trillion)
      • Table Chart on Supermarket channel - Year-over-year growth 2022-2027 (%)
      • Table Data Table on Supermarket channel - Year-over-year growth 2022-2027 (%)
    • Market opportunity by Distribution Channel
      • Table Market opportunity by Distribution Channel ($ trillion)
  • Customer Landscape
    • Customer landscape overview
      • Table Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
  • Geographic Landscape
    • Geographic segmentation
      • Table Chart on Market share by geography 2022-2027 (%)
      • Table Data Table on Market share by geography 2022-2027 (%)
    • Geographic comparison
      • Table Chart on Geographic comparison
      • Table Data Table on Geographic comparison
    • North America - Market size and forecast 2022-2027
      • Table Chart on North America - Market size and forecast 2022-2027 ($ trillion)
      • Table Data Table on North America - Market size and forecast 2022-2027 ($ trillion)
      • Table Chart on North America - Year-over-year growth 2022-2027 (%)
      • Table Data Table on North America - Year-over-year growth 2022-2027 (%)
    • Europe - Market size and forecast 2022-2027
      • Table Chart on Europe - Market size and forecast 2022-2027 ($ trillion)
      • Table Data Table on Europe - Market size and forecast 2022-2027 ($ trillion)
      • Table Chart on Europe - Year-over-year growth 2022-2027 (%)
      • Table Data Table on Europe - Year-over-year growth 2022-2027 (%)
    • APAC - Market size and forecast 2022-2027
      • Table Chart on APAC - Market size and forecast 2022-2027 ($ trillion)
      • Table Data Table on APAC - Market size and forecast 2022-2027 ($ trillion)
      • Table Chart on APAC - Year-over-year growth 2022-2027 (%)
      • Table Data Table on APAC - Year-over-year growth 2022-2027 (%)
    • South America - Market size and forecast 2022-2027
      • Table Chart on South America - Market size and forecast 2022-2027 ($ trillion)
      • Table Data Table on South America - Market size and forecast 2022-2027 ($ trillion)
      • Table Chart on South America - Year-over-year growth 2022-2027 (%)
      • Table Data Table on South America - Year-over-year growth 2022-2027 (%)
    • Middle East and Africa - Market size and forecast 2022- 2027
      • Table Chart on Middle East and Africa - Market size and forecast 2022-2027 ($ trillion)
      • Table Data Table on Middle East and Africa - Market size and forecast 2022-2027 ($ trillion)
      • Table Chart on Middle East and Africa - Year-over-year growth 2022-2027 (%)
      • Table Data Table on Middle East and Africa - Year-over-year growth 2022-2027 (%)
    • US - Market size and forecast 2022-2027
      • Table Chart on US - Market size and forecast 2022-2027 ($ trillion)
      • Table Data Table on US - Market size and forecast 2022-2027 ($ trillion)
      • Table Chart on US - Year-over-year growth 2022-2027 (%)
      • Table Data Table on US - Year-over-year growth 2022-2027 (%)
    • China - Market size and forecast 2022-2027
      • Table Chart on China - Market size and forecast 2022-2027 ($ trillion)
      • Table Data Table on China - Market size and forecast 2022-2027 ($ trillion)
      • Table Chart on China - Year-over-year growth 2022-2027 (%)
      • Table Data Table on China - Year-over-year growth 2022-2027 (%)
    • Germany - Market size and forecast 2022-2027
      • Table Chart on Germany - Market size and forecast 2022-2027 ($ trillion)
      • Table Data Table on Germany - Market size and forecast 2022-2027 ($ trillion)
      • Table Chart on Germany - Year-over-year growth 2022-2027 (%)
      • Table Data Table on Germany - Year-over-year growth 2022-2027 (%)
    • France - Market size and forecast 2022-2027
      • Table Chart on France - Market size and forecast 2022-2027 ($ trillion)
      • Table Data Table on France - Market size and forecast 2022-2027 ($ trillion)
      • Table Chart on France - Year-over-year growth 2022-2027 (%)
      • Table Data Table on France - Year-over-year growth 2022-2027 (%)
    • Australia - Market size and forecast 2022-2027
      • Table Chart on Australia - Market size and forecast 2022-2027 ($ trillion)
      • Table Data Table on Australia - Market size and forecast 2022-2027 ($ trillion)
      • Table Chart on Australia - Year-over-year growth 2022-2027 (%)
      • Table Data Table on Australia - Year-over-year growth 2022-2027 (%)
    • Market opportunity by geography
      • Table Market opportunity by geography ($ trillion)
  • Drivers, Challenges, and Trends
    • Market drivers
      • Market liquidity
      • Increasing share of financial savings in total household savings
    • Market challenges
      • Transaction risks
      • Interest rate and principal amount fluctuations
    • Impact of drivers and challenges
      • Table Impact of drivers and challenges in 2022 and 2027
    • Market trends
      • Growth of mutual fund assets in developing nations
      • Increasing adoption of inflation-indexed funds
  • Vendor Landscape
    • Overview
    • Vendor landscape
      • Table Overview on Criticality of inputs and Factors of differentiation
    • Landscape disruption
      • Table Overview on factors of disruption
    • Industry risks
      • Table Impact of key risks on business
  • Vendor Analysis
    • Vendors covered
      • Table Vendors covered
    • Market positioning of vendors
      • Table Matrix on vendor position and classification
    • Aditya Birla Management Corp. Pvt. Ltd.
      • Table Aditya Birla Management Corp. Pvt. Ltd. - Overview
      • Table Aditya Birla Management Corp. Pvt. Ltd. - Product / Service
      • Table Aditya Birla Management Corp. Pvt. Ltd. - Key offerings
    • Amundi Austria GmbH
      • Table Amundi Austria GmbH - Overview
      • Table Amundi Austria GmbH - Product / Service
      • Table Amundi Austria GmbH - Key offerings
    • Axis Asset Management Co. Ltd.
      • Table Axis Asset Management Co. Ltd. - Overview
      • Table Axis Asset Management Co. Ltd. - Product / Service
      • Table Axis Asset Management Co. Ltd. - Key offerings
    • Baroda BNP Paribas Asset Management India Pvt. Ltd.
      • Table Baroda BNP Paribas Asset Management India Pvt. Ltd. - Overview
      • Table Baroda BNP Paribas Asset Management India Pvt. Ltd. - Product / Service
      • Table Baroda BNP Paribas Asset Management India Pvt. Ltd. - Key offerings
    • BlackRock Inc.
      • Table BlackRock Inc. - Overview
      • Table BlackRock Inc. - Product / Service
      • Table BlackRock Inc. - Key offerings
    • BNY Mellon Securities Corp.
      • Table BNY Mellon Securities Corp. - Overview
      • Table BNY Mellon Securities Corp. - Business segments
      • Table BNY Mellon Securities Corp. - Key offerings
      • Table BNY Mellon Securities Corp. - Segment focus
    • Canara Robeco Asset Management Co.
      • Table Canara Robeco Asset Management Co. - Overview
      • Table Canara Robeco Asset Management Co. - Product / Service
      • Table Canara Robeco Asset Management Co. - Key offerings
    • DSP Investment Managers Pvt. Ltd.
      • Table DSP Investment Managers Pvt. Ltd. - Overview
      • Table DSP Investment Managers Pvt. Ltd. - Business segments
      • Table DSP Investment Managers Pvt. Ltd. - Key offerings
      • Table DSP Investment Managers Pvt. Ltd. - Segment focus
    • FMR LLC
      • Table FMR LLC - Overview
      • Table FMR LLC - Product / Service
      • Table FMR LLC - Key offerings
    • JPMorgan Chase and Co.
      • Table JPMorgan Chase and Co. - Overview
      • Table JPMorgan Chase and Co. - Business segments
      • Table JPMorgan Chase and Co. - Key offerings
      • Table JPMorgan Chase and Co. - Segment focus
    • PIMCO
      • Table PIMCO - Overview
      • Table PIMCO - Product / Service
      • Table PIMCO - Key offerings
    • State Street Global Advisors
      • Table State Street Global Advisors - Overview
      • Table State Street Global Advisors - Business segments
      • Table State Street Global Advisors - Key offerings
      • Table State Street Global Advisors - Segment focus
    • The Capital Group Companies Inc.
      • Table The Capital Group Companies Inc. - Overview
      • Table The Capital Group Companies Inc. - Product / Service
      • Table The Capital Group Companies Inc. - Key offerings
    • The Charles Schwab Corp.
      • Table The Charles Schwab Corp. - Overview
      • Table The Charles Schwab Corp. - Business segments
      • Table The Charles Schwab Corp. - Key offerings
      • Table The Charles Schwab Corp. - Segment focus
    • The Vanguard Group Inc.
      • Table The Vanguard Group Inc. - Overview
      • Table The Vanguard Group Inc. - Product / Service
      • Table The Vanguard Group Inc. - Key offerings
  • Appendix
    • Scope of the report
      • Market definition
      • Objectives
      • Notes and caveats
    • Inclusions and exclusions checklist
      • Table Inclusions checklist
      • Table Exclusions checklist
    • Currency conversion rates for US$
      • Table Currency conversion rates for US$
    • Research methodology
      • Table Research methodology
      • Table Validation techniques employed for market sizing
      • Table Information sources
    • List of abbreviations
      • Table List of abbreviations

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