Mutual Fund Assets Market Report 2026

The mutual fund assets market size has grown rapidly in recent years. It will grow from $744.74 billion in 2025 to $823.91 billion in 2026 at a compound annual growth rate (CAGR) of 10.6%. The growth in the historic period can be attributed to increasing household participation in capital markets, expansion of retirement and pension investments, growth of professionally managed investment vehicles, rising disposable incomes in emerging economies, increased financial literacy among retail investors.

The mutual fund assets market size is expected to see rapid growth in the next few years. It will grow to $1.22 trillion in 2030 at a compound annual growth rate (CAGR) of 10.5%. The growth in the forecast period can be attributed to growing preference for low-cost investment products, rising demand for customized investment strategies, expansion of digital wealth management platforms, increasing regulatory focus on transparency, growing adoption of sustainable investment mandates. Major trends in the forecast period include increasing shift toward passive and index-based funds, rising adoption of sustainable and esg investment strategies, growing demand for multi-asset and balanced funds, expansion of digital fund distribution platforms, enhanced focus on portfolio diversification.

The rising aging population is expected to propel the growth of the mutual fund assets market going forward. Aging population refers to individuals aged 65 and older, who are considered to be in the senior age bracket. The aging population is rising due to increased life expectancy and declining birth rates. The rising aging population will boost the mutual fund assets market as older individuals seek secure investment options for retirement savings. As individuals approach retirement age, they tend to transition from high-risk, growth-oriented investments to more conservative, income-generating mutual funds that offer stability and regular income, driving the growth of mutual fund assets market. For instance, in July 2024, according to the UK Parliament's House of Commons Library, a UK-based government administration, In 2022, the UK had 12.7 million people aged 65 and older, representing 19% of the total population. This figure is projected to rise to 22.1 million by 2072, accounting for 27% of the population. Therefore, the rising aging population is driving the growth of the mutual fund assets market.

Major companies operating in the mutual fund assets market are concentrating on launching thematic exchange-traded funds (ETFs) to improve portfolio diversification and deliver focused exposure to high-growth and future-oriented sectors. Thematic exchange-traded funds (ETFs) are investment instruments that follow a defined theme or sector by passively investing in a selected basket of stocks aligned with long-term structural trends, offering features such as sector-specific investing, transparent index replication, and efficient access to emerging industries. For instance, in June 2024, Mirae Asset Mutual Fund, an India-based investment services provider, introduced the Mirae Asset Nifty EV and New Age Automotive ETF, India’s first exchange-traded fund exclusively focused on the electric vehicle (EV) and new-age automotive segments. The ETF aims to provide investors with long-term capital appreciation by primarily investing in equities of companies operating within the evolving automotive ecosystem, including electric and hybrid vehicles, battery technologies, and automotive components. The fund tracks the performance of the Nifty EV and New Age Automotive Total Return Index.

In May 2023, Nextbillion Technology Private Limited, an India-based technology company, acquired Indiabulls Asset Management Company Limited for approximately US$21 million (Rs. 175 crore). Through this acquisition, Nextbillion Technology sought to enter and expand its presence in the mutual fund asset management space by securing a licensed asset management platform, allowing it to launch and manage its own mutual fund schemes under the Groww brand while broadening its range of investment offerings. Indiabulls Asset Management Company Limited is an India-based asset management firm that specializes in managing mutual fund schemes and overseeing pooled investment assets across equity and debt products in compliance with SEBI regulations.

Major companies operating in the mutual fund assets market are The Vanguard Group Inc., BlackRock Inc., Franklin Resources Inc., Capital Group Companies Inc., Janus Henderson Group plc, Federated Hermes Inc., Massachusetts Financial Services Company, Eaton Vance Corp., Pacific Investment Management Company LLC, Dimensional Fund Advisors LP, Wellington Management Company LLP, AllianceBernstein L.P., Dodge & Cox, Putnam Investments LLC, Amundi Asset Management US Inc., OppenheimerFunds Inc., Legg Mason Inc., American Century Investments, T Rowe Price Group, Fidelity Investments.

North America was the largest region in the mutual fund assets market in 2025. Asia-Pacific is expected to be the fastest-growing region in the forecast period. The regions covered in the mutual fund assets market report are Asia-Pacific, South East Asia, Western Europe, Eastern Europe, North America, South America, Middle East, Africa. The countries covered in the mutual fund assets market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Taiwan, Russia, South Korea, UK, USA, Canada, Italy, Spain.

The mutual fund assets market includes revenues earned by entities by providing services such as portfolio management, risk management, custody services, and transaction processing. The market value includes the value of related goods sold by the service provider or included within the service offering. Only goods and services traded between entities or sold to end consumers are included.

The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD unless otherwise specified).

The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.

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