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
Published Date: April - 2025 | Publisher: MRA | No of Pages: 240 | Industry: Media and IT | Format: Report available in PDF / Excel Format
View Details Buy Now 2890 Download Sample Ask for Discount Request CustomizationMutual Fund Assets Market Size
Mutual Fund Assets Market size was USD 513.3 billion in 2022 and is predicted to exhibit a CAGR over 8.5% from 2023 to 2032. One of the major growth drivers for the market is the attractiveness of diversification. Mutual funds collect investments from many people, allowing them to invest in assets like stocks, bonds, and commodities. This diversification assists in controlling risks, keeping the effects of poor performance by any individual asset in check. Investors are lured by mutual funds due to this risk-controlling aspect as it provides shield against market movements and possible loss.
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Dividend reinvestment is fueling mutual fund assets market growth. In dividend reinvestment, the investors opt to reinvest dividends accrued from their holdings in a mutual fund, hence compounding their investments over time. This propels asset growth, drawing in individual & institutional investors pursuing long-term wealth creation. Dividend reinvestment increases the attractiveness of mutual funds as a tool for wealth creation, fueling market growth.
| Report Attribute | Details |
|---|---|
| Base Year | 2022 |
| Mutual Fund Assets Market Size in 2022 | USD 513.3 Billion |
| Forecast Period | 2023 to 2032 |
| Forecast Period 2023 to 2032 CAGR | 8.5% |
| 2032 Value Projection | USD 1.18 Trillion |
| Historical Data for | 2018 to 2022 |
| No. of Pages | 250 |
| Tables, Charts & Figures | 395 |
| Segments covered | Investment Strategy, Distribution Channel, Type, and Investor Type |
| Growth Drivers |
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| Pitfalls & Challenges |
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What are the growth opportunities in this market?
High expense ratios and sales charges can impede the growth of the mutual fund assets market. Investors are increasingly cost-conscious, and high fees can erode returns over time. These charges reduce the appeal of mutual funds, especially when compared to lower-cost alternatives such as Exchange-traded Funds (ETFs). Such high fees deter new investments and may prompt the existing investors to seek more cost-effective options, hindering the overall market demand.
COVID-19 Impact
The COVID-19 pandemic had enormous effects on the mutual fund assets market. Volatility and uncertainty due to the crisis resulted in fluctuations in investor sentiments and fund performance. The economic slowdown hit different sectors and industries, and the composition & value of the mutual fund portfolio were affected. The post-pandemic situation has witnessed the market recovering slowly. With economies opening up, investor confidence also started improving. This resulted in a flow of funds into mutual funds, propelling market growth & performance.
Mutual Fund Assets Market Trends
The rise in Assets Under Management (AUM) is one of the key mutual fund assets industry trends. A number of investors are placing their money in mutual funds, and this has helped expand AUM. The trend suggests that investors have faith in the fund industry to provide returns and address risk. The higher AUM not only shows the growth in the market but also allows funds to realize economies of scale, which can further create cost savings and broader investment choices.
Mutual Fund Assets Market Analysis
Learn more about the key segments shaping this market
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Mutual fund assets equity strategy segment commanded over USD 124.1 billion revenue in 2022. The appeal of capital gain is driving the demand for equity strategy in the market. Capital appreciation potential attracts investors to mutual funds with a focus on equities due to the possibility of rising investments with time as stocks in the fund increase in price. This possibility of return in excess of other asset classes makes equity funds a popular option with individuals looking for long-term wealth creation and financial growth.
Equity strategies enable portfolio diversification, lessening exposure to risks associated with individual companies and supplementing the overall risk-return system. They generate income from dividend payments as several companies distribute profits among their shareholders.
The open ended class commanded more than 82.2% of the market share of the mutual fund assets in 2022, attributed to the launch of new open-ended technology funds. The funds are designed to benefit investors who want exposure to the potential of growth in the technology sector. For example, in August 2023, HDFC Mutual Fund launched the HDFC Technology Fund, an open-ended equity scheme that invests in technology & technology-related companies.
Its performance will be measured against the S&P BSE Teck Index. Its prime aim is to provide long-term capital appreciation through investing mainly in equities and equity-related securities of companies belonging to the technology & technology-related industries. The sector focus enables investors to track their portfolios in line with market trends, triggering inflows and supporting industry growth.
Seeking region specific data?
North America mutual fund assets market represented 40% of revenue share in 2022. U.S.-based investment banks are broadening the geographical landscape of the regional market by acquiring asset management firms to enhance the fund management and the distribution platform across channels.
For example, in August 2021, The Goldman Sachs Group, Inc. agreed to buy NN Investment Partners from NN Group N.V. for approximately USD 1,682.4 million. NN Investment Partners offers equity and fixed income products with solid Environmental, Social, and Governance (ESG) integration across its business. NN Investment Partners' capabilities enhanced fund management and distribution system for institutional and retail channels of The Goldman.
Mutual Fund Assets Market Share
The major companies operating in the mutual fund assets market are
- BlackRock Funds
- Vanguard Group
- JP Morgan
- Fidelity Investment
- State Street Global Advisors
- Charles Schwab
- BNY Melion
Mutual Fund Assets Industry News
- In August 2023, Motilal Oswal Mutual Fund acquired 37.2 million of the Jio Financial Multi Asset/Balanced Strategy Ltd. shares, which is the dissolved non-banking financial services unit of Reliance Group, for USD 7,928.5 million via open market transaction.
- In August 2023, The Nippon India Innovation Fund, an open-ended equity scheme, has been launched, by Nippon Life India Asset Management Limited, asset manager of the Nippon India Mutual Fund. The fund scheme will invest primarily in businesses that are leading innovations across industries such as fintech, chemicals & pharma, auto & auto ancillaries, internet-based companies, and MNCs.
This mutual fund assets market research report includes in-depth coverage of the industry with estimates & forecast in terms of revenue (USD billion) from 2018 to 2032 for the following segments
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Market, By Investment Strategy
- Equity Strategy
- Fixed Income Strategy
- Multi Asset/Balanced Strategy
- Sustainable Strategy
- Money Market Strategy
- Others
Market, By Distribution Channel
- Direct Sales
- Financial Advisor
- Broker-dealer
- Banks
- Others
Market, By Type
- Open Ended
- Closed Ended
Market, By Investor Type
- Commercial
- Individual
The above information has been provided for the following regions and countries
- North America
- U.S.
- Canada
- Europe
- UK
- Germany
- France
- Italy
- Spain
- Netherlands
- Asia Pacific
- China
- India
- Australia
- Japan
- South Korea
- Latin America
- Brazil
- Mexico
- Argentina
- MEA
- UAE
- South Africa
- Saudi Arabia
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