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.


Chapter 1 Methodology & Scope
1.1 Market scope & definition
1.2 Base estimates & calculations
1.3 Forecast calculation
1.4 Data sources
1.4.1 Primary
1.4.2 Secondary
1.4.2.1 Paid sources
1.4.2.2 Public sources
Chapter 2 Executive Summary
2.1 Mutual Fund Assets market 360 degree synopsis, 2018 - 2032
2.2 Business trends
2.2.1 Total Addressable Market (TAM), 2023-2032
2.3 Regional trends
2.4 Investment Strategy trends
2.5 Distribution Channel trends
2.6 Type trends
2.7 Investor Type trends
Chapter 3 Mutual Fund Assets Industry Insights
3.1 Impact of COVID-19
3.2 Impact of the Russia-Ukraine war
3.3 Industry ecosystem analysis
3.3.1 Vendor matrix
3.3.2 Profit margin analysis
3.3.3 Technology & innovation landscape
3.3.4 Patent analysis
3.4 Key news and initiatives
3.4.1 Partnership/Collaboration
3.4.2 Merger/Acquisition
3.4.3 Investment
3.5 Regulatory landscape
3.6 Impact forces
3.6.1 Growth drivers
3.6.1.1 Diversification of the portfolio at low cost
3.6.1.2 Rising investments in systematic investment plans
3.6.1.3 Rise of digital platforms and fintech solutions
3.6.1.4 Consumer preference for safe investments
3.6.2 Industry pitfalls & challenges
3.6.2.1 Taxation can impact the attractiveness of mutual funds
3.6.2.2 Sales charges and high expense ratios.
3.7 Growth potential analysis
3.8 Porter's analysis
3.9 PESTEL analysis
Chapter 4 Competitive Landscape, 2022
4.1 Introduction
4.2 Company market share, 2022
4.3 Competitive analysis of major market players, 2022
4.3.1 BlackRock Funds
4.3.2 Vanguard Group
4.3.3 JP Morgan
4.3.4 Fidelity Investment
4.3.5 State Street Global Advisors
4.3.6 Charles Schwab
4.3.7 BNY Melion
4.4 Competitive positioning matrix, 2022
4.5 Strategic outlook matrix, 2022
Chapter 5 Mutual Fund Assets Market Estimates & Forecast, By Investment Strategy (Revenue)
5.1 Key trends, by Investment Strategy
5.1.1 Equity Strategy
5.1.2 Fixed Income Strategy
5.1.3 Multi Asset/Balanced Strategy
5.1.4 Sustainable Strategy
5.1.5 Money Market Strategy
5.1.6 Others
Chapter 6 Mutual Fund Assets Market Estimates & Forecast, By Distribution Channel (Revenue)
6.1 Key trends, by Distribution Channel
6.2 Direct Sales
6.3 Financial Advisor
6.4 Broker-Dealer
6.5 Banks
6.6 Others
Chapter 7 Mutual Fund Assets Market Estimates & Forecast, By Type (Revenue)
7.1 Key trends, by Type
7.2 Open Ended
7.3 Closed Ended
Chapter 8 Mutual Fund Assets Market Estimates & Forecast, By Investor Type (Revenue)
8.1 Key trends, by Investor Type
8.2 Retail
8.3 Individual
Chapter 9 Mutual Fund Assets Market Estimates & Forecast, By Region (Revenue)
9.1 Key trends, by region
9.2 North America
9.2.1 U.S.
9.2.2 Canada
9.3 Europe
9.3.1 UK
9.3.2 Germany
9.3.3 France
9.3.4 Italy
9.3.5 Spain
9.3.6 Netherlands
9.3.7 Sweden
9.4 Asia Pacific
9.4.1 China
9.4.2 Australia
9.4.3 India
9.4.4 Japan
9.4.5 South Korea
9.5 Latin America
9.5.1 Brazil
9.5.2 Mexico
9.6 MEA
9.6.1 South Africa
9.6.2 UAE
Chapter 10 Company Profiles
10.1 BlackRock, Inc.
10.2 The Vanguard Group, Inc.
10.3 Charles Schwab & Co., Inc.
10.4 JPMorgan Chase & Co.
10.5 State Street Corporation
10.6 Morgan Stanley
10.7 BNY Mellon Securities Corp.
10.8 Amundi US
10.9 Goldman Sachs
10.10 Franklin Templeton
10.11 Citigroup Inc
10.12 Fidelity Investments
10.13 T. Rowe Price
10.14 Federated Hermes
10.15 Northern Trust Asset Management

Download our eBook: How to Succeed Using Market Research

Learn how to effectively navigate the market research process to help guide your organization on the journey to success.

Download eBook
Cookie Settings