Mutual Fund Market Value - By Type (Stock funds, Bond funds, Money market funds, Hybrid funds), By Investor Type (Institutional and Individual), By Distribution Channel (Advice channel, Retirement plan channel, Supermarket channel, and Others), and By Region - Industry Analysis, Market Size, Share & Forecast, 2023 – 2032

MVI Statistics and Viewpoints:

• Mutual Fund Market size exceeded USD 70.23 Trillion in 2022. 
• The market is expected to showcase a CAGR of over 11.5% from 2023 to 2032. 
• By the end of the forecast period, the market is anticipated to reach a valuation of around USD 208.86 Trillion.

The mutual fund industry is a dynamic ecosystem influenced by a variety of factors. Shifting market dynamics, changing investor preferences, regulatory reforms, technological advancements, and global economic trends are among them. The rise of index funds and exchange-traded funds (ETFs) has also reshaped the landscape, influencing how investors approach diversification and cost management.

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Market Overview:

The global mutual fund market is a vibrant and important part of the global financial landscape. Mutual funds, also known as open-end investment funds, pool money from many investors and invest it in a diverse portfolio of securities such as stocks, bonds, and other assets. These funds, which are managed by professional fund managers, give individual investors access to a diverse range of investment opportunities, even with small amounts of capital.

Mutual funds provide several benefits, such as professional management, diversification, and liquidity, because investors can buy and sell fund shares at the end-of-day net asset value (NAV). These funds cater to various risk tolerances and investment objectives, such as income generation, capital appreciation, or a combination of the two. The mutual fund industry includes both actively managed funds, in which investment managers make informed decisions in order to outperform the market, and passively managed funds, which track market indices and attempt to replicate their performance.

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Growth Drivers:

• Investor Demand and Behavior: Investor behavior and preferences have a significant impact on the mutual fund market. Risk tolerance, investment objectives, and changing demographic trends all influence demand for various types of funds. Index funds and ETFs have grown in popularity as a result of a shift towards passive investing driven by a desire for lower costs and simplicity. Active management, on the other hand, remains relevant due to investors seeking potentially higher returns through skilled fund managers.
   
• Globalization and Investment Opportunities: Mutual funds enable investors to gain access to international markets and diversify their portfolios beyond national borders. As investors seek growth opportunities in various regions, this globalization trend has gained traction.
   
• Accessibility for Retail Investors: Mutual funds enable retail investors to participate in capital markets with relatively small investments. This democratization of investment opportunities is a significant driver, opening up financial markets to a wider audience.

Restraints:

• Macro-Economic Factors: Inflation, interest rate changes, and geopolitical events can all have an impact on fund performance and investor sentiment.

By Type Analysis:

The Global market is classified by type into stock funds, bond funds, money market funds, and hybrid funds. Among these segments, the stock funds segment is expected to lead the Global Mutual Fund Market during the forecast period. This is because of the historical preference for equities as a growth asset class with the potential for higher long-term returns. Equity funds entice investors looking for capital appreciation and are frequently the first choice for long-term investment goals such as retirement planning.

By Investor Type Analysis:

The market is classified by investor type into institutional and individual. Among these segments, the individual segment is expected to lead the market during the forecast period. The growth can be attributed due to the fact that the collective contributions of millions of individual investors, many of whom invest small to moderate amounts, can amount to a significant portion of the market's total assets under management. The retail segment's popularity can be attributed to its ease of access, adaptability, and broad appeal across various demographics and investor profiles.

By Distribution Channel Analysis: 

The market is classified by distribution channel into advice channel, retirement plan channel, supermarket channel, and others. Among these segments, the retirement plan channel segment is expected to grow at the highest pace in the global market during the forecast period. The retirement plan channel benefits from the sheer volume of funds flowing into retirement accounts around the world, making it a substantial contributor to the size of the mutual fund market.

Regional Overview:

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North America is anticipated to hold the largest share of the market during the study period. North America, which includes the United States and Canada, has one of the world’s largest and most mature markets. A well-developed financial industry, high investor awareness, and a diverse range of fund offerings benefit the market. Retirement accounts, such as 401(k) s, make significant contributions to mutual fund investments. The direct and advice channels are popular, with financial advisors playing an important role in guiding investors. ETFs, a type of fund, have grown in popularity in this region.

However, Europe is estimated to be the fastest-growing market for market over the study period. Because of the presence of multiple countries, the European mutual fund market has diverse regulatory environments. Because of favorable regulations, Luxembourg and Ireland serve as fund domiciles. The market is mature, with both retail and institutional investors actively participating. The European mutual fund market places a premium on sustainable and responsible investing, reflecting growing investor interest in environmental, social, and governance (ESG) considerations.

Key Developments:

• In July 2022, JPMorgan Chase & Co. disclosed a USD 30 million investment in Centivo. Centivo is an innovative health plan provider for self-insured businesses that addresses health care affordability for employees and their families.

Top Companies Includes In The Global Mutual Fund Landscape:

• Amundi Austria GmbH
• Baroda BNP Paribas Asset Management India Pvt. Ltd.
• BlackRock Inc.
• BNY Mellon Securities Corp.
• Canara Robeco Asset Management Co.
• DSP Investment Managers Pvt. Ltd.
• Edelweiss Asset Management Ltd.
• FMR LLC
• Franklin Templeton
• HDFC Ltd.
• ICICI Prudential Asset Management Co. Ltd.
• IDFC Mutual Fund
• JPMorgan Chase and Co.
• State Street Global Advisors
• The Capital Group Companies Inc.
• Others

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In-depth analysis of Global Mutual Fund Market along with industry coverage and forecasting for the followings segments:

Market Size, By Type

• Stock funds
• Bond funds
• Money market funds
• Hybrid funds

Market Size, By Investor Type

• Institutional 
• Individual

Market Size, By Distribution Channel

• Advice channel
• Retirement plan channel
• Supermarket channel
• Others