Allied Market Research

Mutual Fund Assets Market is expected to Reach $101.2 Trillion by 2027


Report Code : A06932

quote India is expected to attain significant growth in the coming years, owing to growth of asset management companies (AMCs) providing combined holdings of mutual funds and enhancing better portfolio management, which is the major trend in the country. quote

Pramod Borasi
Research Analyst, BFSI at Allied Market Research

Get 20% Free Customization In This Report
Follow us on Social Media:       

According to a recent report published by Allied Market Research, titled, “Mutual Fund Assets Market by Fund Type, Distribution Channel, and Investor Type: Opportunity Analysis and Industry Forecast, 2020-2027,” the global mutual fund assets industry size was valued at $54.93 trillion in 2019, and is projected to reach $101.2 trillion by 2027, growing at a CAGR of 11.3% from 2020 to 2027.

Mutual fund is a type of investment vehicle, which collects money from a number of investors sharing a common investment objective. In addition, asset management companies, banks, agents, and brokers providing mutual fund services require investors to invest their money in equities, bonds, stocks, money market instruments, and other securities. Each investor owns units, which represent a portion of the holdings of the fund. Furthermore, income generated from this collective investment is distributed proportionately among investors after deducting certain expenses. Factors, such as implementation of digitalized technologies by key players, increased investment in mutual funds, and convenience of allocating funds & huge customized options for structuring portfolio, drive the growth of the mutual fund assets market. In addition, surge in government support & initiatives toward mutual funds and untapped potential of emerging economies are expected to provide lucrative opportunities for the mutual funds providers in the upcoming years.

Based on investor type, the institutional investor segment dominated the mutual fund assets market in 2019 and is projected to maintain its dominance during the forecast period. Institutional investors trades securities in huge quantities with a lower fee and trades & invests on behalf of their customers. As a result, these factors are therefore accelerating the growth of institutional investor segment in the market.

On the basis of distribution channel, the financial advisors/brokers segment dominated the mutual fund assets market in 2019 and is projected to maintain its dominance during the forecast period. This is attributed to the fact that financial advisors provide bundled product portfolios toward certain investments and usually execute trades in the financial markets by proxy for their clients. This is a major growth factor for the financial advisors/brokers segment in the distribution channel. 

By region, the global mutual fund assets market was dominated by North America in 2019 and is expected to maintain this trend during the forecast period. Factors, such as quantitative easing, strong consumer spending, and low unemployment, drive the growth of the mutual fund assets market in the region. However, Asia-Pacific is expected to grow at the fastest CAGR during the forecast period due to increased adoption of mutual funds and growing consumer’s expectations for better returns on investment in the region.  

The mutual fund assets industry has experienced moderate impact on revenue, owing to redemption pressures and weak liquidity of underlying assets, which have been at a risk during the COVID-19 pandemic. Moreover, due to the imposition of lockdowns & shutdowns, economies of several countries have slowed down. However, the global economy is anticipated to recover the loss incurred and gain profit by the third quarter of 2022. Therefore, economic slowdowns, huge unemployment, and stagnant income level occurred in the market resulted in moderate revenue growth for mutual fund providers globally.

Key findings of the study

  • By fund type, the equity funds segment led the mutual fund assets market size, in terms of revenue in 2019.
  • By distribution channel, the financial advisors/brokers segment accounted for the highest mutual fund assets market share in 2019.
  • By region, North America generated the highest revenue in 2019.

The key players profiled in the mutual fund assets market analysis are BlackRock, Inc., BNP Paribas Mutual Fund, Capital Group, Citigroup Inc., Goldman Sachs, JPMorgan Chase & Co., Morgan Stanley, PIMCO, State Street Corporation, and The Vanguard Group, Inc. These players have adopted various strategies to increase their market penetration and strengthen their position in the industry.

Need More Information

pr-det-talk Talk to David (Europe)

pr-det-talk Talk to Sona Padman (Americas)

5933 NE Win Sivers Drive #205,
Portland, OR 97220 United States

pr-det-phone Toll Free: +1-800-792-5285

pr-det-phone UK: +44-845-528-1300

pr-det-phone Hong Kong: +852-301-84916

pr-det-phone India (Pune): +91 2066346060

pr-det-phone Fax: +1(855) 550-5975



For Media Inquiries, Please Contact

Ram D
Communications Officer
Allied Market Research
Contact Toll Free: +1-800-792-5285
Drop us an email at


First time buyer?
Check offers and discount on this report
To get this report

Click Here

quote Mutual Fund Assets Market by Fund Type (Equity Funds, Bond Funds, Money Market Funds, and Hybrid & Other Funds), Distribution Channel (Banks, Financial Advisors/Brokers, Direct Sellers, and Others), and Investor Type (Institutional and Individual): Global Opportunity Analysis and Industry Forecast, 2020–2027 quote

View Report
Avenue Video Loading...

Avenue: Entire Library membership of Allied Market Research Reports at your disposal

  • Avenue is an innovative subscription-based online report database.
  • Avail an online access to the entire library of syndicated reports on more than 2,000 niche industries and company profiles on more than 12,000 firms across 11 domains.
  • A cost-effective model tailored for entrepreneurs, investors, and students & researchers at universities.
  • Request customizations, suggest new reports, and avail analyst support as per your requirements.
  • Get an access to the library of reports at any time from any device and anywhere.


Why Allied Market Research?

Infallible Methodology

To ensure high-level data integrity, accurate analysis, and impeccable forecasts

Analyst Support

For complete satisfaction


On-demand customization of scope of the report to exactly meet your needs

Targeted Market View

Targeted market view to provide pertinent information and save time of readers


Featured Readings


Get Fresh content delivered

Get insights on topics that matter to your business. Stay updated on the area that interests you.

Get Industry Data Alerts

Buy Full Version
"Mutual Fund Assets Market"
Purchase Enquiry