PUBLISHER: TechNavio | PRODUCT CODE: 1975566
PUBLISHER: TechNavio | PRODUCT CODE: 1975566
Global Mutual Funds Market 2026-2030
The global mutual funds market is forecasted to grow by USD 102.5 trillion during 2025-2030, accelerating at a CAGR of 10.7% during the forecast period. The report on the global 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 greater demand for retirement-focused investment solutions, increasing share of financial savings in total household savings, rising awareness-growing investor base.
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 size data, segment with regional analysis and vendor landscape in addition to an analysis of the key companies. Reports have historic and forecast data.
| Market Scope | |
|---|---|
| Base Year | 2026 |
| End Year | 2030 |
| Series Year | 2026-2030 |
| Growth Momentum | Accelerate |
| YOY 2026 | 9.6% |
| CAGR | 10.7% |
| Incremental Value | $102.5 trillion |
Technavio's global 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 Product Type
- Active mutual funds
- Passive mutual funds
Geography
- North America
- US
- Canada
- Mexico
- Europe
- Germany
- France
- UK
- Italy
- The Netherlands
- Spain
- APAC
- China
- India
- Japan
- Australia
- South Korea
- Indonesia
- South America
- Brazil
- Argentina
- Chile
- Middle East and Africa
- UAE
- South Africa
- Turkey
- Rest of World (ROW)
This study identifies the increasing adoption of inflation-indexed funds as one of the prime reasons driving the global mutual funds market growth during the next few years. Also, high demand for market transparency during investment and ai-driven fund management accelerates industry transformation will lead to sizable demand in the market.
The report on the global mutual funds market covers the following areas:
- Global mutual funds market sizing
- Global mutual funds market forecast
- Global mutual funds market industry analysis
The robust vendor analysis is designed to help clients improve their market position, and in line with this, this report provides a detailed analysis of several leading global mutual funds market vendors that include Aditya Birla Management Corp., Amundi Group, Axis Asset Management Co. Ltd., Bank of New York Mellon Corp., Baroda BNP Paribas Mutual Fund, BlackRock Inc., Canara Robeco Asset Mngt. Co., DSP Asset Managers Pvt. Ltd., Edelweiss Asset Management Ltd., FMR LLC, ICICI Asset Management Co., JPMorgan Chase and Co., Northern Trust Corp., PIMCO, State Street Corp., The Capital Group Companies Inc., The Charles Schwab Corp., The Vanguard Group Inc.. Also, the global 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 publisher 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 primary and secondary research. 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 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 Geography
- Executive Summary - Chart on Market Segmentation by Type
- Executive Summary - Chart on Market Segmentation by Distribution Channel
- Executive Summary - Chart on Market Segmentation by Product Type
- Executive Summary - Chart on Incremental Growth
- Executive Summary - Data Table on Incremental Growth
- Executive Summary - Chart on Company Market Positioning
2 Technavio 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
- 2.3 Factors of disruption
- 2.4 Impact of drivers and challenges
3 Market Landscape
- 3.1 Market ecosystem
- 3.2 Market characteristics
- 3.3 Value chain analysis
4 Market Sizing
- 4.1 Market definition
- 4.2 Market segment analysis
- Market segments
- 4.3 Market size 2025
- 4.4 Market outlook: Forecast for 2025-2030
5 Historic Market Size
- 5.1 Global Mutual Funds Market 2020 - 2024
- Historic Market Size - Data Table on Global Mutual Funds Market 2020 - 2024 ($ trillion)
- 5.2 Type segment analysis 2020 - 2024
- Historic Market Size - Type Segment 2020 - 2024 ($ trillion)
- 5.3 Distribution Channel segment analysis 2020 - 2024
- Historic Market Size - Distribution Channel Segment 2020 - 2024 ($ trillion)
- 5.4 Product Type segment analysis 2020 - 2024
- Historic Market Size - Product Type Segment 2020 - 2024 ($ trillion)
- 5.5 Geography segment analysis 2020 - 2024
- Historic Market Size - Geography Segment 2020 - 2024 ($ trillion)
- 5.6 Country segment analysis 2020 - 2024
- Historic Market Size - Country Segment 2020 - 2024 ($ 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 2025 and 2030
- 7.2 Bargaining power of buyers
- Bargaining power of buyers - Impact of key factors 2025 and 2030
- 7.3 Bargaining power of suppliers
- Bargaining power of suppliers - Impact of key factors in 2025 and 2030
- 7.4 Threat of new entrants
- Threat of new entrants - Impact of key factors in 2025 and 2030
- 7.5 Threat of substitutes
- Threat of substitutes - Impact of key factors in 2025 and 2030
- 7.6 Threat of rivalry
- Threat of rivalry - Impact of key factors in 2025 and 2030
- 7.7 Market condition
8 Market Segmentation by Type
- 8.1 Market segments
- 8.2 Comparison by Type
- 8.3 Stock funds - Market size and forecast 2025-2030
- 8.4 Bond funds - Market size and forecast 2025-2030
- 8.5 Money market funds - Market size and forecast 2025-2030
- 8.6 Hybrid funds - Market size and forecast 2025-2030
- 8.7 Market opportunity by Type
- Market opportunity by Type ($ trillion)
9 Market Segmentation by Distribution Channel
- 9.1 Market segments
- 9.2 Comparison by Distribution Channel
- 9.3 Advice channel - Market size and forecast 2025-2030
- 9.4 Retirement plan channel - Market size and forecast 2025-2030
- 9.5 Institutional channel - Market size and forecast 2025-2030
- 9.6 Direct channel - Market size and forecast 2025-2030
- 9.7 Supermarket channel - Market size and forecast 2025-2030
- 9.8 Market opportunity by Distribution Channel
- Market opportunity by Distribution Channel ($ trillion)
10 Market Segmentation by Product Type
- 10.1 Market segments
- 10.2 Comparison by Product Type
- 10.3 Active mutual funds - Market size and forecast 2025-2030
- 10.4 Passive mutual funds - Market size and forecast 2025-2030
- 10.5 Market opportunity by Product Type
- Market opportunity by Product Type ($ trillion)
11 Customer Landscape
- 11.1 Customer landscape overview
- Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
12 Geographic Landscape
- 12.1 Geographic segmentation
- 12.2 Geographic comparison
- 12.3 North America - Market size and forecast 2025-2030
- 12.3.1 US - Market size and forecast 2025-2030
- 12.3.2 Canada - Market size and forecast 2025-2030
- 12.3.3 Mexico - Market size and forecast 2025-2030
- 12.4 Europe - Market size and forecast 2025-2030
- 12.4.1 Germany - Market size and forecast 2025-2030
- 12.4.2 France - Market size and forecast 2025-2030
- 12.4.3 UK - Market size and forecast 2025-2030
- 12.4.4 Italy - Market size and forecast 2025-2030
- 12.4.5 The Netherlands - Market size and forecast 2025-2030
- 12.4.6 Spain - Market size and forecast 2025-2030
- 12.5 APAC - Market size and forecast 2025-2030
- 12.5.1 China - Market size and forecast 2025-2030
- 12.5.2 India - Market size and forecast 2025-2030
- 12.5.3 Japan - Market size and forecast 2025-2030
- 12.5.4 Australia - Market size and forecast 2025-2030
- 12.5.5 South Korea - Market size and forecast 2025-2030
- 12.5.6 Indonesia - Market size and forecast 2025-2030
- 12.6 South America - Market size and forecast 2025-2030
- 12.6.1 Brazil - Market size and forecast 2025-2030
- 12.6.2 Argentina - Market size and forecast 2025-2030
- 12.6.3 Chile - Market size and forecast 2025-2030
- 12.7 Middle East and Africa - Market size and forecast 2025-2030
- 12.7.1 Saudi Arabia - Market size and forecast 2025-2030
- 12.7.2 UAE - Market size and forecast 2025-2030
- 12.7.3 South Africa - Market size and forecast 2025-2030
- 12.7.4 Israel - Market size and forecast 2025-2030
- 12.7.5 Turkey - Market size and forecast 2025-2030
- 12.8 Market opportunity by geography
- Market opportunity by geography ($ trillion)
- Data Tables on Market opportunity by geography ($ trillion)
13 Drivers, Challenges, and Opportunity
- 13.1 Market drivers
- Greater demand for retirement-focused investment solutions
- Increasing share of financial savings in total household savings
- Rising awareness-growing investor base
- 13.2 Market challenges
- Market volatility reducing investor confidence globally
- Interest rate and principal amount fluctuations
- Fee pressures impacting profitability margins
- 13.3 Impact of drivers and challenges
- Impact of drivers and challenges in 2025 and 2030
- 13.4 Market opportunities
- Increasing adoption of inflation-indexed funds
- High demand for market transparency during investment
- AI-driven fund management accelerates industry transformation
14 Competitive Landscape
- 14.1 Overview
- 14.2 Competitive Landscape
- Overview on criticality of inputs and factors of differentiation
- 14.3 Landscape disruption
- Overview on factors of disruption
- 14.4 Industry risks
- Impact of key risks on business
15 Competitive Analysis
- 15.1 Companies profiled
- Companies covered
- 15.2 Company ranking index
- Company ranking index
- 15.3 Market positioning of companies
- Matrix on companies position and classification
- 15.4 Aditya Birla Management Corp.
- Aditya Birla Management Corp. - Overview
- Aditya Birla Management Corp. - Product / Service
- Aditya Birla Management Corp. - Key offerings
- SWOT
- 15.5 Amundi Group
- Amundi Group - Overview
- Amundi Group - Business segments
- Amundi Group - Key offerings
- Amundi Group - Segment focus
- SWOT
- 15.6 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
- 15.7 Bank of New York Mellon Corp.
- Bank of New York Mellon Corp. - Overview
- Bank of New York Mellon Corp. - Business segments
- Bank of New York Mellon Corp. - Key offerings
- Bank of New York Mellon Corp. - Segment focus
- SWOT
- 15.8 Baroda BNP Paribas Mutual Fund
- Baroda BNP Paribas Mutual Fund - Overview
- Baroda BNP Paribas Mutual Fund - Product / Service
- Baroda BNP Paribas Mutual Fund - Key offerings
- SWOT
- 15.9 BlackRock Inc.
- BlackRock Inc. - Overview
- BlackRock Inc. - Product / Service
- BlackRock Inc. - Key news
- BlackRock Inc. - Key offerings
- SWOT
- 15.10 DSP Asset Managers Pvt. Ltd.
- DSP Asset Managers Pvt. Ltd. - Overview
- DSP Asset Managers Pvt. Ltd. - Product / Service
- DSP Asset Managers Pvt. Ltd. - Key offerings
- SWOT
- 15.11 FMR LLC
- FMR LLC - Overview
- FMR LLC - Product / Service
- FMR LLC - Key offerings
- SWOT
- 15.12 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
- 15.13 Northern Trust Corp.
- Northern Trust Corp. - Overview
- Northern Trust Corp. - Business segments
- Northern Trust Corp. - Key offerings
- Northern Trust Corp. - Segment focus
- SWOT
- 15.14 PIMCO
- PIMCO - Overview
- PIMCO - Product / Service
- PIMCO - Key offerings
- SWOT
- 15.15 State Street Corp.
- State Street Corp. - Overview
- State Street Corp. - Business segments
- State Street Corp. - Key offerings
- State Street Corp. - Segment focus
- SWOT
- 15.16 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
- 15.17 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
- 15.18 The Vanguard Group Inc.
- The Vanguard Group Inc. - Overview
- The Vanguard Group Inc. - Product / Service
- The Vanguard Group Inc. - Key offerings
- SWOT
16 Appendix
- 16.1 Scope of the report
- Market definition
- Objectives
- Notes and caveats
- 16.2 Inclusions and exclusions checklist
- Inclusions checklist
- Exclusions checklist
- 16.3 Currency conversion rates for US$
- Currency conversion rates for US$
- 16.4 Research methodology
- Research methodology
- 16.5 Data procurement
- Information sources
- 16.6 Data validation
- Data validation
- 16.7 Validation techniques employed for market sizing
- Validation techniques employed for market sizing
- 16.8 Data synthesis
- Data synthesis
- 16.9 360 degree market analysis
- 360 degree market analysis
- 16.10 List of abbreviations
- List of abbreviations
