Mutual Fund Assets Market Report 2025

This Mutual Fund Assets market report provides a comprehensive analysis of the market’s characteristics, size, and growth, including segmentation, regional and country-level breakdowns, competitive landscape, market shares, trends, and strategies. It also tracks historical and forecasted market growth across various geographies.

The mutual fund assets market size has grown rapidly in recent years. It will grow from $671.98 billion in 2024 to $745.82 billion in 2025 at a compound annual growth rate (CAGR) of 11%. The growth in the historic period can be attributed to stock market performance, growth increase in disposable income and savings, governments offering tax benefits on investments in mutual funds, the rise in importance of retirement planning, and financial awareness and education.

The mutual fund assets market size is expected to see rapid growth in the next few years. It will grow to $1.11 trillion in 2029 at a compound annual growth rate (CAGR) of 10.6%. The growth in the forecast period can be attributed to the evolving regulatory landscape, increased cross-border investment opportunities, rising awareness and education, a low-interest rate environment, and greater involvement of institutional investors. Major trends in the forecast period include artificial intelligence and machine learning, blockchain technology, cloud-based solutions improving the scalability, flexibility, and security of mutual fund operations, and the development of mobile apps for mutual fund management and regtech.

The growing aging population is expected to drive the growth of the mutual fund assets market in the coming years. The aging population refers to individuals aged 65 and older, often considered seniors. This demographic is increasing due to longer life expectancy and lower birth rates. As the number of older individuals rises, the mutual fund assets market will see growth, as these individuals look for secure investment options for their retirement savings. As people approach retirement, they typically shift from high-risk, growth-oriented investments to more conservative, income-generating mutual funds that offer stability and regular income, fueling the expansion of the mutual fund assets market. For example, in July 2024, the UK Parliament's House of Commons Library, a UK-based government body, reported that in 2022, there were 12.7 million people aged 65 and older in the UK, making up 19% of the total population. This number is expected to grow to 22.1 million by 2072, representing 27% of the population. Thus, the increasing aging population is contributing to the growth of the mutual fund assets market.

Major players in the mutual fund assets market are focusing on diversifying their portfolios to include emerging sectors with significant growth potential. Investments in niche areas, such as sustainable technologies or innovative industries, can attract investors seeking high returns and future-proof opportunities. For instance, in June 2024, Mirae Asset Mutual Fund, an India-based investment firm, introduced the Mirae Asset Nifty EV and New Age Automotive ETF (Exchange Traded Fund), India’s first ETF exclusively dedicated to the electric vehicle (EV) and new age automotive industries. This ETF aims to provide long-term capital growth by investing primarily in stocks of companies involved in the evolving automotive sector, including those specializing in electric and hybrid vehicles, battery technologies, and automotive components. The fund will track the performance of the Nifty EV and New Age Automotive Total Return Index.

In December 2022, HSBC Mutual Fund, an India-based investment firm, acquired L&T Mutual Fund for an undisclosed amount. This acquisition is intended to strengthen HSBC’s presence in the Indian asset management market, broaden its product offerings, and utilize L&T Mutual Fund’s established distribution network and customer base to drive growth and expand its investment solutions in the region. L&T Mutual Fund is an India-based company providing financial services including equity, fixed income, mutual fund investments, wealth management, and portfolio management.

Major companies operating in the mutual fund assets market are JPMorgan Chase & Co., Citigroup Inc., Morgan Stanley, BNP Paribas Asset Management Holding, Goldman Sachs Group Inc., Charles Schwab & Co. Inc., BlackRock Inc., Principal Financial Group Inc., Ameriprise Financial Inc., State Street Corporation, Franklin Resources Inc., Capital Group Companies Inc., The Vanguard Group Inc., Amundi Asset Management US Inc., Legg Mason Inc., Janus Henderson Group plc, Federated Hermes Inc., OppenheimerFunds 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, Teachers Insurance and Annuity Association of America (TIAA), Putnam Investments LLC.

North America was the largest region in the mutual fund assets market in 2024. 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, 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, Russia, South Korea, UK, USA, Canada, Italy, Spain.

Mutual fund assets represent the total value of the investments within a mutual fund, which include various securities and financial instruments managed for investors. The value of these assets changes according to the performance of the underlying investments and market conditions.

Mutual funds are primarily categorized into open-ended and close-ended types. Open-ended mutual funds allow investors to buy and sell units at any time based on the current Net Asset Value (NAV). Investors can be either retail or institutional. Investment strategies include equity, fixed income, multi-asset or balanced, sustainable, money market, and others. Investment styles are categorized as active or passive. Distribution channels for mutual funds encompass direct sales, financial advisors, broker-dealers, banks, and other methods.

The mutual fund assets market research report is one of a series of new reports that provides mutual fund assets market statistics, including mutual fund assets industry global market size, regional shares, competitors with a mutual fund assets market share, detailed mutual fund assets market segments, market trends, and opportunities, and any further data you may need to thrive in the mutual fund assets industry. This mutual fund assets market research report delivers a complete perspective of everything you need, with an in-depth analysis of the current and future scenario of the industry.

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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