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Mutual Funds Market 2025-2029

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    Report

  • 193 Pages
  • January 2025
  • Region: Global
  • TechNavio
  • ID: 5712837
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The mutual funds market is forecasted to grow by USD 84 trillion during 2023-2028, accelerating at a CAGR of 10.43% 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.

The 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
A robust vendor analysis within the report 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 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 and vendor landscape in addition to an analysis of the key vendors.

The report 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 research - both primary and secondary. 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 the accurate market growth.

Table of Contents

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 Market 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
List of Exhibits
Exhibits 1: Executive Summary - Chart on Market Overview
Exhibits 2: Executive Summary - Data Table on Market Overview
Exhibits 3: Executive Summary - Chart on Global Market Characteristics
Exhibits 4: Executive Summary - Chart on Market By Geographical Landscape
Exhibits 5: Executive Summary - Chart on Market Segmentation by Type
Exhibits 6: Executive Summary - Chart on Market Segmentation by Distribution Channel
Exhibits 7: Executive Summary - Chart on Incremental Growth
Exhibits 8: Executive Summary - Data Table on Incremental Growth
Exhibits 9: Executive Summary - Chart on Company Market Positioning
Exhibits 10: Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
Exhibits 11: Overview on criticality of inputs and factors of differentiation
Exhibits 12: Overview on factors of disruption
Exhibits 13: Impact of drivers and challenges in 2024 and 2029
Exhibits 14: Parent Market
Exhibits 15: Data Table on - Parent Market
Exhibits 16: Market characteristics analysis
Exhibits 17: Value chain analysis
Exhibits 18: Offerings of companies included in the market definition
Exhibits 19: Market segments
Exhibits 20: Chart on Global - Market size and forecast 2024-2029 ($ trillion)
Exhibits 21: Data Table on Global - Market size and forecast 2024-2029 ($ trillion)
Exhibits 22: Chart on Global Market: Year-over-year growth 2024-2029 (%)
Exhibits 23: Data Table on Global Market: Year-over-year growth 2024-2029 (%)
Exhibits 24: Historic Market Size - Data Table on Global Mutual Funds Market 2019 - 2023 ($ trillion)
Exhibits 25: Historic Market Size - Type Segment 2019 - 2023 ($ trillion)
Exhibits 26: Historic Market Size - Distribution Channel Segment 2019 - 2023 ($ trillion)
Exhibits 27: Historic Market Size - Geography Segment 2019 - 2023 ($ trillion)
Exhibits 28: Historic Market Size - Country Segment 2019 - 2023 ($ trillion)
Exhibits 29: Five forces analysis - Comparison between 2024 and 2029
Exhibits 30: Bargaining power of buyers - Impact of key factors 2024 and 2029
Exhibits 31: Bargaining power of suppliers - Impact of key factors in 2024 and 2029
Exhibits 32: Threat of new entrants - Impact of key factors in 2024 and 2029
Exhibits 33: Threat of substitutes - Impact of key factors in 2024 and 2029
Exhibits 34: Threat of rivalry - Impact of key factors in 2024 and 2029
Exhibits 35: Chart on Market condition - Five forces 2024 and 2029
Exhibits 36: Chart on Type - Market share 2024-2029 (%)
Exhibits 37: Data Table on Type - Market share 2024-2029 (%)
Exhibits 38: Chart on Comparison by Type
Exhibits 39: Data Table on Comparison by Type
Exhibits 40: Chart on Stock funds - Market size and forecast 2024-2029 ($ trillion)
Exhibits 41: Data Table on Stock funds - Market size and forecast 2024-2029 ($ trillion)
Exhibits 42: Chart on Stock funds - Year-over-year growth 2024-2029 (%)
Exhibits 43: Data Table on Stock funds - Year-over-year growth 2024-2029 (%)
Exhibits 44: Chart on Bond funds - Market size and forecast 2024-2029 ($ trillion)
Exhibits 45: Data Table on Bond funds - Market size and forecast 2024-2029 ($ trillion)
Exhibits 46: Chart on Bond funds - Year-over-year growth 2024-2029 (%)
Exhibits 47: Data Table on Bond funds - Year-over-year growth 2024-2029 (%)
Exhibits 48: Chart on Money market funds - Market size and forecast 2024-2029 ($ trillion)
Exhibits 49: Data Table on Money market funds - Market size and forecast 2024-2029 ($ trillion)
Exhibits 50: Chart on Money market funds - Year-over-year growth 2024-2029 (%)
Exhibits 51: Data Table on Money market funds - Year-over-year growth 2024-2029 (%)
Exhibits 52: Chart on Hybrid funds - Market size and forecast 2024-2029 ($ trillion)
Exhibits 53: Data Table on Hybrid funds - Market size and forecast 2024-2029 ($ trillion)
Exhibits 54: Chart on Hybrid funds - Year-over-year growth 2024-2029 (%)
Exhibits 55: Data Table on Hybrid funds - Year-over-year growth 2024-2029 (%)
Exhibits 56: Market opportunity by Type ($ trillion)
Exhibits 57: Data Table on Market opportunity by Type ($ trillion)
Exhibits 58: Chart on Distribution Channel - Market share 2024-2029 (%)
Exhibits 59: Data Table on Distribution Channel - Market share 2024-2029 (%)
Exhibits 60: Chart on Comparison by Distribution Channel
Exhibits 61: Data Table on Comparison by Distribution Channel
Exhibits 62: Chart on Advice channel - Market size and forecast 2024-2029 ($ trillion)
Exhibits 63: Data Table on Advice channel - Market size and forecast 2024-2029 ($ trillion)
Exhibits 64: Chart on Advice channel - Year-over-year growth 2024-2029 (%)
Exhibits 65: Data Table on Advice channel - Year-over-year growth 2024-2029 (%)
Exhibits 66: Chart on Retirement plan channel - Market size and forecast 2024-2029 ($ trillion)
Exhibits 67: Data Table on Retirement plan channel - Market size and forecast 2024-2029 ($ trillion)
Exhibits 68: Chart on Retirement plan channel - Year-over-year growth 2024-2029 (%)
Exhibits 69: Data Table on Retirement plan channel - Year-over-year growth 2024-2029 (%)
Exhibits 70: Chart on Institutional channel - Market size and forecast 2024-2029 ($ trillion)
Exhibits 71: Data Table on Institutional channel - Market size and forecast 2024-2029 ($ trillion)
Exhibits 72: Chart on Institutional channel - Year-over-year growth 2024-2029 (%)
Exhibits 73: Data Table on Institutional channel - Year-over-year growth 2024-2029 (%)
Exhibits 74: Chart on Direct channel - Market size and forecast 2024-2029 ($ trillion)
Exhibits 75: Data Table on Direct channel - Market size and forecast 2024-2029 ($ trillion)
Exhibits 76: Chart on Direct channel - Year-over-year growth 2024-2029 (%)
Exhibits 77: Data Table on Direct channel - Year-over-year growth 2024-2029 (%)
Exhibits 78: Chart on Supermarket channel - Market size and forecast 2024-2029 ($ trillion)
Exhibits 79: Data Table on Supermarket channel - Market size and forecast 2024-2029 ($ trillion)
Exhibits 80: Chart on Supermarket channel - Year-over-year growth 2024-2029 (%)
Exhibits 81: Data Table on Supermarket channel - Year-over-year growth 2024-2029 (%)
Exhibits 82: Market opportunity by Distribution Channel ($ trillion)
Exhibits 83: Data Table on Market opportunity by Distribution Channel ($ trillion)
Exhibits 84: Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
Exhibits 85: Chart on Market share By Geographical Landscape 2024-2029 (%)
Exhibits 86: Data Table on Market share By Geographical Landscape 2024-2029 (%)
Exhibits 87: Chart on Geographic comparison
Exhibits 88: Data Table on Geographic comparison
Exhibits 89: Chart on North America - Market size and forecast 2024-2029 ($ trillion)
Exhibits 90: Data Table on North America - Market size and forecast 2024-2029 ($ trillion)
Exhibits 91: Chart on North America - Year-over-year growth 2024-2029 (%)
Exhibits 92: Data Table on North America - Year-over-year growth 2024-2029 (%)
Exhibits 93: Chart on Europe - Market size and forecast 2024-2029 ($ trillion)
Exhibits 94: Data Table on Europe - Market size and forecast 2024-2029 ($ trillion)
Exhibits 95: Chart on Europe - Year-over-year growth 2024-2029 (%)
Exhibits 96: Data Table on Europe - Year-over-year growth 2024-2029 (%)
Exhibits 97: Chart on APAC - Market size and forecast 2024-2029 ($ trillion)
Exhibits 98: Data Table on APAC - Market size and forecast 2024-2029 ($ trillion)
Exhibits 99: Chart on APAC - Year-over-year growth 2024-2029 (%)
Exhibits 100: Data Table on APAC - Year-over-year growth 2024-2029 (%)
Exhibits 101: Chart on South America - Market size and forecast 2024-2029 ($ trillion)
Exhibits 102: Data Table on South America - Market size and forecast 2024-2029 ($ trillion)
Exhibits 103: Chart on South America - Year-over-year growth 2024-2029 (%)
Exhibits 104: Data Table on South America - Year-over-year growth 2024-2029 (%)
Exhibits 105: Chart on Middle East and Africa - Market size and forecast 2024-2029 ($ trillion)
Exhibits 106: Data Table on Middle East and Africa - Market size and forecast 2024-2029 ($ trillion)
Exhibits 107: Chart on Middle East and Africa - Year-over-year growth 2024-2029 (%)
Exhibits 108: Data Table on Middle East and Africa - Year-over-year growth 2024-2029 (%)
Exhibits 109: Chart on US - Market size and forecast 2024-2029 ($ trillion)
Exhibits 110: Data Table on US - Market size and forecast 2024-2029 ($ trillion)
Exhibits 111: Chart on US - Year-over-year growth 2024-2029 (%)
Exhibits 112: Data Table on US - Year-over-year growth 2024-2029 (%)
Exhibits 113: Chart on China - Market size and forecast 2024-2029 ($ trillion)
Exhibits 114: Data Table on China - Market size and forecast 2024-2029 ($ trillion)
Exhibits 115: Chart on China - Year-over-year growth 2024-2029 (%)
Exhibits 116: Data Table on China - Year-over-year growth 2024-2029 (%)
Exhibits 117: Chart on Germany - Market size and forecast 2024-2029 ($ trillion)
Exhibits 118: Data Table on Germany - Market size and forecast 2024-2029 ($ trillion)
Exhibits 119: Chart on Germany - Year-over-year growth 2024-2029 (%)
Exhibits 120: Data Table on Germany - Year-over-year growth 2024-2029 (%)
Exhibits 121: Chart on France - Market size and forecast 2024-2029 ($ trillion)
Exhibits 122: Data Table on France - Market size and forecast 2024-2029 ($ trillion)
Exhibits 123: Chart on France - Year-over-year growth 2024-2029 (%)
Exhibits 124: Data Table on France - Year-over-year growth 2024-2029 (%)
Exhibits 125: Chart on Australia - Market size and forecast 2024-2029 ($ trillion)
Exhibits 126: Data Table on Australia - Market size and forecast 2024-2029 ($ trillion)
Exhibits 127: Chart on Australia - Year-over-year growth 2024-2029 (%)
Exhibits 128: Data Table on Australia - Year-over-year growth 2024-2029 (%)
Exhibits 129: Chart on Canada - Market size and forecast 2024-2029 ($ trillion)
Exhibits 130: Data Table on Canada - Market size and forecast 2024-2029 ($ trillion)
Exhibits 131: Chart on Canada - Year-over-year growth 2024-2029 (%)
Exhibits 132: Data Table on Canada - Year-over-year growth 2024-2029 (%)
Exhibits 133: Chart on UK - Market size and forecast 2024-2029 ($ trillion)
Exhibits 134: Data Table on UK - Market size and forecast 2024-2029 ($ trillion)
Exhibits 135: Chart on UK - Year-over-year growth 2024-2029 (%)
Exhibits 136: Data Table on UK - Year-over-year growth 2024-2029 (%)
Exhibits 137: Chart on Italy - Market size and forecast 2024-2029 ($ trillion)
Exhibits 138: Data Table on Italy - Market size and forecast 2024-2029 ($ trillion)
Exhibits 139: Chart on Italy - Year-over-year growth 2024-2029 (%)
Exhibits 140: Data Table on Italy - Year-over-year growth 2024-2029 (%)
Exhibits 141: Chart on Spain - Market size and forecast 2024-2029 ($ trillion)
Exhibits 142: Data Table on Spain - Market size and forecast 2024-2029 ($ trillion)
Exhibits 143: Chart on Spain - Year-over-year growth 2024-2029 (%)
Exhibits 144: Data Table on Spain - Year-over-year growth 2024-2029 (%)
Exhibits 145: Chart on India - Market size and forecast 2024-2029 ($ trillion)
Exhibits 146: Data Table on India - Market size and forecast 2024-2029 ($ trillion)
Exhibits 147: Chart on India - Year-over-year growth 2024-2029 (%)
Exhibits 148: Data Table on India - Year-over-year growth 2024-2029 (%)
Exhibits 149: Market opportunity By Geographical Landscape ($ trillion)
Exhibits 150: Data Tables on Market opportunity By Geographical Landscape ($ trillion)
Exhibits 151: Impact of drivers and challenges in 2024 and 2029
Exhibits 152: Overview on criticality of inputs and factors of differentiation
Exhibits 153: Overview on factors of disruption
Exhibits 154: Impact of key risks on business
Exhibits 155: Companies covered
Exhibits 156: Company ranking index
Exhibits 157: Matrix on companies position and classification
Exhibits 158: Aditya Birla Management Corp. Pvt. Ltd. - Overview
Exhibits 159: Aditya Birla Management Corp. Pvt. Ltd. - Product / Service
Exhibits 160: Aditya Birla Management Corp. Pvt. Ltd. - Key news
Exhibits 161: Aditya Birla Management Corp. Pvt. Ltd. - Key offerings
Exhibits 162: SWOT
Exhibits 163: Amundi Austria GmbH - Overview
Exhibits 164: Amundi Austria GmbH - Product / Service
Exhibits 165: Amundi Austria GmbH - Key offerings
Exhibits 166: SWOT
Exhibits 167: Axis Asset Management Co. Ltd. - Overview
Exhibits 168: Axis Asset Management Co. Ltd. - Product / Service
Exhibits 169: Axis Asset Management Co. Ltd. - Key offerings
Exhibits 170: SWOT
Exhibits 171: Baroda BNP Paribas Asset Management India Pvt. Ltd. - Overview
Exhibits 172: Baroda BNP Paribas Asset Management India Pvt. Ltd. - Product / Service
Exhibits 173: Baroda BNP Paribas Asset Management India Pvt. Ltd. - Key offerings
Exhibits 174: SWOT
Exhibits 175: BlackRock Inc. - Overview
Exhibits 176: BlackRock Inc. - Product / Service
Exhibits 177: BlackRock Inc. - Key news
Exhibits 178: BlackRock Inc. - Key offerings
Exhibits 179: SWOT
Exhibits 180: Canara Robeco Asset Management Co. - Overview
Exhibits 181: Canara Robeco Asset Management Co. - Product / Service
Exhibits 182: Canara Robeco Asset Management Co. - Key offerings
Exhibits 183: SWOT
Exhibits 184: FMR LLC - Overview
Exhibits 185: FMR LLC - Product / Service
Exhibits 186: FMR LLC - Key offerings
Exhibits 187: SWOT
Exhibits 188: GLP Pte Ltd. - Overview
Exhibits 189: GLP Pte Ltd. - Product / Service
Exhibits 190: GLP Pte Ltd. - Key offerings
Exhibits 191: SWOT
Exhibits 192: JPMorgan Chase and Co. - Overview
Exhibits 193: JPMorgan Chase and Co. - Business segments
Exhibits 194: JPMorgan Chase and Co. - Key offerings
Exhibits 195: JPMorgan Chase and Co. - Segment focus
Exhibits 196: SWOT
Exhibits 197: PIMCO - Overview
Exhibits 198: PIMCO - Product / Service
Exhibits 199: PIMCO - Key offerings
Exhibits 200: SWOT
Exhibits 201: State Street Global Advisors - Overview
Exhibits 202: State Street Global Advisors - Business segments
Exhibits 203: State Street Global Advisors - Key offerings
Exhibits 204: State Street Global Advisors - Segment focus
Exhibits 205: SWOT
Exhibits 206: The Bank of New York Mellon Corp. - Overview
Exhibits 207: The Bank of New York Mellon Corp. - Product / Service
Exhibits 208: The Bank of New York Mellon Corp. - Key offerings
Exhibits 209: SWOT
Exhibits 210: The Capital Group Companies Inc. - Overview
Exhibits 211: The Capital Group Companies Inc. - Product / Service
Exhibits 212: The Capital Group Companies Inc. - Key offerings
Exhibits 213: SWOT
Exhibits 214: The Charles Schwab Corp. - Overview
Exhibits 215: The Charles Schwab Corp. - Business segments
Exhibits 216: The Charles Schwab Corp. - Key offerings
Exhibits 217: The Charles Schwab Corp. - Segment focus
Exhibits 218: SWOT
Exhibits 219: The Vanguard Group Inc. - Overview
Exhibits 220: The Vanguard Group Inc. - Product / Service
Exhibits 221: The Vanguard Group Inc. - Key offerings
Exhibits 222: SWOT
Exhibits 223: Inclusions checklist
Exhibits 224: Exclusions checklist
Exhibits 225: Currency conversion rates for US$
Exhibits 226:

Executive Summary

The following companies are recognized as the key players in the global mutual funds market: 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..

Commenting on the report, an analyst from the research team said: "The latest trend gaining momentum in the market is growth of mutual fund assets in developing nations."

According to the report, one of the major drivers for this market is the market liquidity.

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 and vendor landscape in addition to a SWOT analysis of the key vendors.

Companies Mentioned (Partial List)

A selection of companies mentioned in this report includes, but is not limited to:

  • 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.
  • The Vanguard Group Inc.