Global Mutual Funds Market 2025-2029

Description

The mutual funds market is forecasted to grow by USD 85.5 trillion during 2024-2029, accelerating at a CAGR of 9.9% during the forecast period. The 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.

Market Scope
Base Year	2025
End Year	2029
Series Year	2025-2029
Growth Momentum	Accelerate
YOY 2025	9.2%
CAGR	9.9%
Incremental Value	$85.5 th

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 size data, segment with regional analysis and vendor landscape in addition to an analysis of the key companies. Reports have historic and forecast data.

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.

The report on the mutual funds market covers the following areas:

Mutual Funds Market sizing
Mutual Funds Market forecast
Mutual Funds Market industry analysis

The 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, Axis Asset Management Co. Ltd., Baroda BNP Paribas Asset Management India Pvt. Ltd., BlackRock Inc., Canara Robeco Asset Management Co., Edelweiss Asset Management Ltd, FMR LLC, Franklin Templeton, GLP Pte Ltd., HDFC Ltd., ICICI Prudential Asset Management Co. Ltd., IDFC Mutual Fund, JPMorgan Chase and Co., PIMCO, State Street Global Advisors, The Bank of New York Mellon Corp., The Capital Group Companies Inc., The Charles Schwab Corp., and The Vanguard Group Inc.. 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 publisher 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 primary and secondary research. The 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.

Product Code: IRTNTR74761

1 Executive Summary

1.1 Market overview
- Executive Summary - Chart on Market Overview
- Executive Summary - Data Table on Market Overview
- Executive Summary - Chart on Global Market Characteristics
- Executive Summary - Chart on Market By Geographical Landscape
- Executive Summary - Chart on Market Segmentation by Type
- Executive Summary - Chart on Market Segmentation by Distribution Channel
- Executive Summary - Chart on Incremental Growth
- Executive Summary - Data Table on Incremental Growth
- Executive Summary - Chart on Company Market Positioning

2 Technavio Analysis

2.1 Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
- Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
2.2 Criticality of inputs and Factors of differentiation
- Overview on criticality of inputs and factors of differentiation
2.3 Factors of disruption
- Overview on factors of disruption
2.4 Impact of drivers and challenges
- Impact of drivers and challenges in 2024 and 2029

3 Market Landscape

3.1 Market ecosystem
- Parent Market
- Data Table on - Parent Market
3.2 Market characteristics
- Market characteristics analysis
3.3 Value chain analysis
- Value chain analysis

4 Market Sizing

4.1 Market definition
- Offerings of companies included in the market definition
4.2 Market segment analysis
- Market segments
4.3 Market size 2024
4.4 Market outlook: Forecast for 2024-2029
- Chart on Global - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Global - Market size and forecast 2024-2029 ($ trillion)
- Chart on Global Market: Year-over-year growth 2024-2029 (%)
- Data Table on Global Market: Year-over-year growth 2024-2029 (%)

5 Historic Market Size

5.1 Global Mutual Funds Market 2019 - 2023
- Historic Market Size - Data Table on Global Mutual Funds Market 2019 - 2023 ($ trillion)
5.2 Type segment analysis 2019 - 2023
- Historic Market Size - Type Segment 2019 - 2023 ($ trillion)
5.3 Distribution Channel segment analysis 2019 - 2023
- Historic Market Size - Distribution Channel Segment 2019 - 2023 ($ trillion)
5.4 Geography segment analysis 2019 - 2023
- Historic Market Size - Geography Segment 2019 - 2023 ($ trillion)
5.5 Country segment analysis 2019 - 2023
- Historic Market Size - Country Segment 2019 - 2023 ($ trillion)

6 Qualitative Analysis

6.1 Impact of AI on the Global Mutual Funds Market

7 Five Forces Analysis

7.1 Five forces summary
- Five forces analysis - Comparison between 2024 and 2029
7.2 Bargaining power of buyers
- Bargaining power of buyers - Impact of key factors 2024 and 2029
7.3 Bargaining power of suppliers
- Bargaining power of suppliers - Impact of key factors in 2024 and 2029
7.4 Threat of new entrants
- Threat of new entrants - Impact of key factors in 2024 and 2029
7.5 Threat of substitutes
- Threat of substitutes - Impact of key factors in 2024 and 2029
7.6 Threat of rivalry
- Threat of rivalry - Impact of key factors in 2024 and 2029
7.7 Market condition
- Chart on Market condition - Five forces 2024 and 2029

8 Market Segmentation by Type

8.1 Market segments
- Chart on Type - Market share 2024-2029 (%)
- Data Table on Type - Market share 2024-2029 (%)
8.2 Comparison by Type
- Chart on Comparison by Type
- Data Table on Comparison by Type
8.3 Stock funds - Market size and forecast 2024-2029
- Chart on Stock funds - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Stock funds - Market size and forecast 2024-2029 ($ trillion)
- Chart on Stock funds - Year-over-year growth 2024-2029 (%)
- Data Table on Stock funds - Year-over-year growth 2024-2029 (%)
8.4 Bond funds - Market size and forecast 2024-2029
- Chart on Bond funds - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Bond funds - Market size and forecast 2024-2029 ($ trillion)
- Chart on Bond funds - Year-over-year growth 2024-2029 (%)
- Data Table on Bond funds - Year-over-year growth 2024-2029 (%)
8.5 Money market funds - Market size and forecast 2024-2029
- Chart on Money market funds - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Money market funds - Market size and forecast 2024-2029 ($ trillion)
- Chart on Money market funds - Year-over-year growth 2024-2029 (%)
- Data Table on Money market funds - Year-over-year growth 2024-2029 (%)
8.6 Hybrid funds - Market size and forecast 2024-2029
- Chart on Hybrid funds - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Hybrid funds - Market size and forecast 2024-2029 ($ trillion)
- Chart on Hybrid funds - Year-over-year growth 2024-2029 (%)
- Data Table on Hybrid funds - Year-over-year growth 2024-2029 (%)
8.7 Market opportunity by Type
- Market opportunity by Type ($ trillion)
- Data Table on Market opportunity by Type ($ trillion)

9 Market Segmentation by Distribution Channel

9.1 Market segments
- Chart on Distribution Channel - Market share 2024-2029 (%)
- Data Table on Distribution Channel - Market share 2024-2029 (%)
9.2 Comparison by Distribution Channel
- Chart on Comparison by Distribution Channel
- Data Table on Comparison by Distribution Channel
9.3 Advice channel - Market size and forecast 2024-2029
- Chart on Advice channel - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Advice channel - Market size and forecast 2024-2029 ($ trillion)
- Chart on Advice channel - Year-over-year growth 2024-2029 (%)
- Data Table on Advice channel - Year-over-year growth 2024-2029 (%)
9.4 Retirement plan channel - Market size and forecast 2024-2029
- Chart on Retirement plan channel - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Retirement plan channel - Market size and forecast 2024-2029 ($ trillion)
- Chart on Retirement plan channel - Year-over-year growth 2024-2029 (%)
- Data Table on Retirement plan channel - Year-over-year growth 2024-2029 (%)
9.5 Institutional channel - Market size and forecast 2024-2029
- Chart on Institutional channel - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Institutional channel - Market size and forecast 2024-2029 ($ trillion)
- Chart on Institutional channel - Year-over-year growth 2024-2029 (%)
- Data Table on Institutional channel - Year-over-year growth 2024-2029 (%)
9.6 Direct channel - Market size and forecast 2024-2029
- Chart on Direct channel - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Direct channel - Market size and forecast 2024-2029 ($ trillion)
- Chart on Direct channel - Year-over-year growth 2024-2029 (%)
- Data Table on Direct channel - Year-over-year growth 2024-2029 (%)
9.7 Supermarket channel - Market size and forecast 2024-2029
- Chart on Supermarket channel - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Supermarket channel - Market size and forecast 2024-2029 ($ trillion)
- Chart on Supermarket channel - Year-over-year growth 2024-2029 (%)
- Data Table on Supermarket channel - Year-over-year growth 2024-2029 (%)
9.8 Market opportunity by Distribution Channel
- Market opportunity by Distribution Channel ($ trillion)
- Data Table on Market opportunity by Distribution Channel ($ trillion)

10 Customer Landscape

10.1 Customer landscape overview
- Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria

11 Geographic Landscape

11.1 Geographic segmentation
- Chart on Market share By Geographical Landscape 2024-2029 (%)
- Data Table on Market share By Geographical Landscape 2024-2029 (%)
11.2 Geographic comparison
- Chart on Geographic comparison
- Data Table on Geographic comparison
11.3 North America - Market size and forecast 2024-2029
- Chart on North America - Market size and forecast 2024-2029 ($ trillion)
- Data Table on North America - Market size and forecast 2024-2029 ($ trillion)
- Chart on North America - Year-over-year growth 2024-2029 (%)
- Data Table on North America - Year-over-year growth 2024-2029 (%)
11.4 Europe - Market size and forecast 2024-2029
- Chart on Europe - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Europe - Market size and forecast 2024-2029 ($ trillion)
- Chart on Europe - Year-over-year growth 2024-2029 (%)
- Data Table on Europe - Year-over-year growth 2024-2029 (%)
11.5 APAC - Market size and forecast 2024-2029
- Chart on APAC - Market size and forecast 2024-2029 ($ trillion)
- Data Table on APAC - Market size and forecast 2024-2029 ($ trillion)
- Chart on APAC - Year-over-year growth 2024-2029 (%)
- Data Table on APAC - Year-over-year growth 2024-2029 (%)
11.6 South America - Market size and forecast 2024-2029
- Chart on South America - Market size and forecast 2024-2029 ($ trillion)
- Data Table on South America - Market size and forecast 2024-2029 ($ trillion)
- Chart on South America - Year-over-year growth 2024-2029 (%)
- Data Table on South America - Year-over-year growth 2024-2029 (%)
11.7 Middle East and Africa - Market size and forecast 2024-2029
- Chart on Middle East and Africa - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Middle East and Africa - Market size and forecast 2024-2029 ($ trillion)
- Chart on Middle East and Africa - Year-over-year growth 2024-2029 (%)
- Data Table on Middle East and Africa - Year-over-year growth 2024-2029 (%)
11.8 US - Market size and forecast 2024-2029
- Chart on US - Market size and forecast 2024-2029 ($ trillion)
- Data Table on US - Market size and forecast 2024-2029 ($ trillion)
- Chart on US - Year-over-year growth 2024-2029 (%)
- Data Table on US - Year-over-year growth 2024-2029 (%)
11.9 China - Market size and forecast 2024-2029
- Chart on China - Market size and forecast 2024-2029 ($ trillion)
- Data Table on China - Market size and forecast 2024-2029 ($ trillion)
- Chart on China - Year-over-year growth 2024-2029 (%)
- Data Table on China - Year-over-year growth 2024-2029 (%)
11.10 Germany - Market size and forecast 2024-2029
- Chart on Germany - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Germany - Market size and forecast 2024-2029 ($ trillion)
- Chart on Germany - Year-over-year growth 2024-2029 (%)
- Data Table on Germany - Year-over-year growth 2024-2029 (%)
11.11 France - Market size and forecast 2024-2029
- Chart on France - Market size and forecast 2024-2029 ($ trillion)
- Data Table on France - Market size and forecast 2024-2029 ($ trillion)
- Chart on France - Year-over-year growth 2024-2029 (%)
- Data Table on France - Year-over-year growth 2024-2029 (%)
11.12 Australia - Market size and forecast 2024-2029
- Chart on Australia - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Australia - Market size and forecast 2024-2029 ($ trillion)
- Chart on Australia - Year-over-year growth 2024-2029 (%)
- Data Table on Australia - Year-over-year growth 2024-2029 (%)
11.13 Canada - Market size and forecast 2024-2029
- Chart on Canada - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Canada - Market size and forecast 2024-2029 ($ trillion)
- Chart on Canada - Year-over-year growth 2024-2029 (%)
- Data Table on Canada - Year-over-year growth 2024-2029 (%)
11.14 UK - Market size and forecast 2024-2029
- Chart on UK - Market size and forecast 2024-2029 ($ trillion)
- Data Table on UK - Market size and forecast 2024-2029 ($ trillion)
- Chart on UK - Year-over-year growth 2024-2029 (%)
- Data Table on UK - Year-over-year growth 2024-2029 (%)
11.15 Italy - Market size and forecast 2024-2029
- Chart on Italy - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Italy - Market size and forecast 2024-2029 ($ trillion)
- Chart on Italy - Year-over-year growth 2024-2029 (%)
- Data Table on Italy - Year-over-year growth 2024-2029 (%)
11.16 Spain - Market size and forecast 2024-2029
- Chart on Spain - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Spain - Market size and forecast 2024-2029 ($ trillion)
- Chart on Spain - Year-over-year growth 2024-2029 (%)
- Data Table on Spain - Year-over-year growth 2024-2029 (%)
11.17 India - Market size and forecast 2024-2029
- Chart on India - Market size and forecast 2024-2029 ($ trillion)
- Data Table on India - Market size and forecast 2024-2029 ($ trillion)
- Chart on India - Year-over-year growth 2024-2029 (%)
- Data Table on India - Year-over-year growth 2024-2029 (%)
11.18 Market opportunity By Geographical Landscape
- Market opportunity By Geographical Landscape ($ trillion)
- Data Tables on Market opportunity By Geographical Landscape ($ trillion)

12 Drivers, Challenges, and Opportunity/Restraints

12.1 Market drivers
12.2 Market challenges
12.3 Impact of drivers and challenges
- Impact of drivers and challenges in 2024 and 2029
12.4 Market opportunities/restraints

13 Competitive Landscape

13.1 Overview
13.2 Competitive Landscape
- Overview on criticality of inputs and factors of differentiation
13.3 Landscape disruption
- Overview on factors of disruption
13.4 Industry risks
- Impact of key risks on business

14 Competitive Analysis

14.1 Companies profiled
- Companies covered
14.2 Company ranking index
- Company ranking index
14.3 Market positioning of companies
- Matrix on companies position and classification
14.4 Aditya Birla Management Corp. Pvt. Ltd.
- Aditya Birla Management Corp. Pvt. Ltd. - Overview
- Aditya Birla Management Corp. Pvt. Ltd. - Product / Service
- Aditya Birla Management Corp. Pvt. Ltd. - Key news
- Aditya Birla Management Corp. Pvt. Ltd. - Key offerings
- SWOT
14.5 Amundi Austria GmbH
- Amundi Austria GmbH - Overview
- Amundi Austria GmbH - Product / Service
- Amundi Austria GmbH - Key offerings
- SWOT
14.6 Axis Asset Management Co. Ltd.
- Axis Asset Management Co. Ltd. - Overview
- Axis Asset Management Co. Ltd. - Product / Service
- Axis Asset Management Co. Ltd. - Key offerings
- SWOT
14.7 Baroda BNP Paribas Asset Management India Pvt. Ltd.
- Baroda BNP Paribas Asset Management India Pvt. Ltd. - Overview
- Baroda BNP Paribas Asset Management India Pvt. Ltd. - Product / Service
- Baroda BNP Paribas Asset Management India Pvt. Ltd. - Key offerings
- SWOT
14.8 BlackRock Inc.
- BlackRock Inc. - Overview
- BlackRock Inc. - Product / Service
- BlackRock Inc. - Key news
- BlackRock Inc. - Key offerings
- SWOT
14.9 Canara Robeco Asset Management Co.
- Canara Robeco Asset Management Co. - Overview
- Canara Robeco Asset Management Co. - Product / Service
- Canara Robeco Asset Management Co. - Key offerings
- SWOT
14.10 FMR LLC
- FMR LLC - Overview
- FMR LLC - Product / Service
- FMR LLC - Key offerings
- SWOT
14.11 GLP Pte Ltd.
- GLP Pte Ltd. - Overview
- GLP Pte Ltd. - Product / Service
- GLP Pte Ltd. - Key offerings
- SWOT
14.12 JPMorgan Chase and Co.
- JPMorgan Chase and Co. - Overview
- JPMorgan Chase and Co. - Business segments
- JPMorgan Chase and Co. - Key offerings
- JPMorgan Chase and Co. - Segment focus
- SWOT
14.13 PIMCO
- PIMCO - Overview
- PIMCO - Product / Service
- PIMCO - Key offerings
- SWOT
14.14 State Street Global Advisors
- State Street Global Advisors - Overview
- State Street Global Advisors - Business segments
- State Street Global Advisors - Key offerings
- State Street Global Advisors - Segment focus
- SWOT
14.15 The Bank of New York Mellon Corp.
- The Bank of New York Mellon Corp. - Overview
- The Bank of New York Mellon Corp. - Product / Service
- The Bank of New York Mellon Corp. - Key offerings
- SWOT
14.16 The Capital Group Companies Inc.
- The Capital Group Companies Inc. - Overview
- The Capital Group Companies Inc. - Product / Service
- The Capital Group Companies Inc. - Key offerings
- SWOT
14.17 The Charles Schwab Corp.
- The Charles Schwab Corp. - Overview
- The Charles Schwab Corp. - Business segments
- The Charles Schwab Corp. - Key offerings
- The Charles Schwab Corp. - Segment focus
- SWOT
14.18 The Vanguard Group Inc.
- The Vanguard Group Inc. - Overview
- The Vanguard Group Inc. - Product / Service
- The Vanguard Group Inc. - Key offerings
- SWOT

15 Appendix

15.1 Scope of the report
15.2 Inclusions and exclusions checklist
- Inclusions checklist
- Exclusions checklist
15.3 Currency conversion rates for US$
- Currency conversion rates for US$
15.4 Research methodology
- Research methodology
15.5 Data procurement
- Information sources
15.6 Data validation
- Data validation
15.7 Validation techniques employed for market sizing
- Validation techniques employed for market sizing
15.8 Data synthesis
- Data synthesis
15.9 360 degree market analysis
- 360 degree market analysis
15.10 List of abbreviations
- List of abbreviations