Mutual Fund Assets Market Size - By Investment Strategy (Equity Strategy, Fixed Income Strategy, Multi Asset/Balanced Strategy, Sustainable Strategy, Money Market Strategy, Others), Distribution Channel, Type, Investor Type & Global Forecast, 2023 - 2032
Mutual Fund Assets Market Size - By Investment Strategy (Equity Strategy, Fixed Income Strategy, Multi Asset/Balanced Strategy, Sustainable Strategy, Money Market Strategy, Others), Distribution Channel, Type, Investor Type & Global Forecast, 2023 - 2032
Global Mutual Fund Assets Market will witness over 8.5% CAGR between 2023 and 2032. There is a growing demand in the industry due to a surge in new schemes and fund launches by prominent mutual fund companies. For instance, in October 2023, two fresh funds, the Aditya Birla Sun Life US Treasury and the Aditya Birla Sun Life US Treasury, were released by Aditya Birla Sun Life Mutual Fund. These are open-ended fund-of-funds that will invest in units of exchange-traded funds (ETFs).
As financial institutions continually introduce innovative investment options and diversify their offerings, investors will have a wider array of choices. This expanding landscape fosters a competitive environment, drawing increased interest and investments and ultimately driving the mutual fund assets market outlook.
The overall Mutual Fund Assets Industry is classified based on investment strategy, distribution channel, and region.
Fixed income strategy segment will undergo significant development from 2023 to 2032. With market volatility and low-interest rates, investors seek stable returns and risk mitigation. Fixed-income mutual funds offer a secure avenue for wealth preservation and steady income, making them increasingly attractive. As investors diversify their portfolios and look for safety, the demand for fixed-income mutual funds continues to grow, shaping the mutual fund assets market revenue.
Direct sales segment will register a notable CAGR from 2023 to 2032. Investors are increasingly turning to direct channels to purchase mutual funds, bypassing intermediaries and reducing associated fees. This demand shift aligns with the growing preference for self-directed investments as investors seek greater control and cost efficiency. Direct sales platforms have gained traction as a convenient and cost-effective platform, further solidifying their contribution to the mutual fund assets market share.
APAC mutual fund assets market will showcase an appreciable CAGR from 2023 to 2032. As the region's economies grow and investors seek wealth-building opportunities, mutual funds offer an attractive investment vehicle. The increasing focus on financial literacy and the proliferation of online investment platforms are driving this demand.
Investors in Asia-Pacific are turning to mutual funds to diversify portfolios and achieve long-term financial goals, shaping the growth of this market. For instance, in October 2023, Kotak Mahindra Mutual Fund, an Indian company, revealed its latest offering – the Kotak Consumption Fund. The company's objective with the launch of the Kotak Consumption Fund is to provide a platform for investors in the country to participate in the dynamic growth of the consumption sector.