Research Expert: Sarah Overall
  • Published: Mar 2025
  • Pages: 150
  • SKU: IRTNTR74761

  • Latest News- Mutual Funds Market: Stock funds is expected to lead the Type segment during 2025-2029

    The Mutual Funds Market is being driven by Market liquidity

    The Mutual Funds Market is expected to grow at a CAGR of 9.9% during 2024 and 2029. During this period, the market is also expected to show a growth of USD 85.5 trillion. The mutual fund sector experienced significant growth in the last year, driven by the strong performance of equity markets and net inflows to equity schemes in emerging economies. As of December 31, 2021, the average assets under management (AAUM) in the Indian mutual fund sector reached an impressive USD0.48 trillion, marking a notable increase of around 30% compared to the previous year. Moreover, individual investor assets held by mutual funds grew from USD0.23 trillion in February 2021 to USD0.28 trillion in February 2022, signifying a 22.32% rise. Institutional assets also experienced growth, with a 16.08% increase from USD0.20 trillion in February 2021 to USD0.23 trillion in February 2022. 

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    Which Factors Are Causing a Surge in Market Growth?

    The market is segmented based on

    • Type
      • Stock funds
      • Bond funds
      • Money market funds
      • Hybrid funds
    • Distribution Channel
      • Advice channel
      • Retirement plan channel
      • Institutional channel
      • Direct channel
      • Supermarket channel
    • Geography
      • North America
        • Canada
        • US
      • Europe
        • Germany
        • UK
        • France
        • Italy
        • Spain
      • APAC
        • China
        • India
      • South America
        • Middle East and Africa

        According to Technavio, There are several factors that are causing the market to flourish during the forecast period, which are as follows: 

        • Market liquidity
        • Increasing share of financial savings in total household savings
        • Rising awareness-growing investor base

        However, the market also witnesses some limitations, which are as follows:

        • Transaction risks
        • Interest rate and principal amount fluctuations
        • Availability of alternatives

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        Market Scope in Mutual Funds Market Research Report

        Market Scope

        Report Coverage

        Details

        Page number

        193

        Base year

        2024

        Historic period

        2019-2023

        Forecast period

        2025-2029

        Growth momentum & CAGR

        Accelerate at a CAGR of 9.9%

        Market growth 2025-2029

        USD 85.5 trillion

        Market structure

        market_structure.ucfirst

        YoY growth 2024-2025(%)

        9.2

        Key countries

        US, China, Germany, France, Australia, Canada, UK, Italy, Spain, and India

        Competitive landscape

        Leading Companies, Market Positioning of Companies, Competitive Strategies, and Industry Risks

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        Find out which segment is leading the market by accessing the free PDF report

        Research Analysis Overview

        The Investment Fund Industry, including Mutual Funds, is witnessing significant digital penetration, with Smart Cities playing a pivotal role. Systematic Investment Plans (SIPs) are gaining popularity among Small Investors, driving growth in the sector. Hedge Funds, Equity Funds, Money Market Funds, Index Funds, and Bond Funds are various types of investment plans offered by Mutual Funds. Insurance Companies also provide portfolio management services. An Equity strategy is used to manage Fund portfolios, catering to both long-term and Small Fund Savers. There has been a surge in investment, particularly in Short Term Debt, making Mutual Funds an attractive option for investors.

        Market Research Overview

        The Mutual Fund industry, a significant segment of the investment fund industry, is witnessing notable digital penetration, with Systematic Investment Plans (SIPs) gaining popularity. Technavio's market analysis covers various types of Mutual Funds, such as Equity Funds, Bond Funds, Index Funds, Sector Funds, Commodity Funds, and Hedge Funds. The report calculates the market size based on the revenue generated by these funds, excluding categories like casino and gaming, hotel, resorts, and cruise lines; leisure facilities; restaurants; and education services.. Industries are leveraging the products belonging to the market for customer engagement, transactional notifications, and promotional offers.


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        Website: www.technavio.com/

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