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Globally, the market for mutual funds is experiencing a significant growth, and is expected to grow substantially during the forecast period. Mutual fund is a professionally managed open-end investment fund, which pools money from various investors and invests in many diversified financial methods such as bonds, equity stocks, government securities, debt funds, and physical assets. Similar to other direct investments, mutual funds comprise various risk profiles such as low, medium, and high, based on assets that they invest. It generally includes debt funds, hybrid funds, gilt funds, bond funds, and equity funds. They are managed by professional institutions and money managers.

Top impacting factors: Market Scenario Analysis, Trends, Drivers, and Impact Analysis

Rise in disposable income and growth in trend of investments drive the mutual fund assets market growth. More number of people are trying to save taxes rather than paying to government. Increase in focus on tax savings has also acted as one of the key factors leading to growth in the mutual funds market. In addition, easy redemption of as quick as in 7 days also drives the market growth. However, uncertainties on returns in case of any unexpected incidents, such as COVID-19 hinder the mutual fund assets market growth. 

The global mutual fund asset market trends are as follows:

New improvements to flourish the market:

In February 2020, Edelweiss, one of the top asset management companies launched a new service named as U.S. Technology Equity Fund of Fund (FoF). The objective of this fund is to offer investments in new technologies, which can provide higher returns in the coming years. Similarly, Edelweiss asset Management Company launched a new scheme named “Edelweiss Maiden Opportunities Fund-Series 1” in 2018, which allows investors to invest only in newly listed companies. 

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Generally, many new IPOs gave healthy returns within 12 to 18 months after getting listed. This fund is first of its kind as investors can invest in newly listed potential companies and get higher returns. More number of such new services launched in the mutual fund assets market are expected to attract number of investors in the future.

Surge in investment inflow:

Investment inflows in mutual fund assets have experienced a stagnant growth in recent years. For instance, average growth of 7.4% has been recorded in India in 2019. Moreover, after stock markets started falling, owing to COVID-19 impact, the mutual fund market is focused to correct this downfall and investors have also poured huge money into mutual fund investments. 

In the U.S., mutual funds where they are a part of household finances, topped with distribution of 45% share in open end funds. Similar penetration in Luxemburg, Ireland, Germany, France, Australia, and China have been recorded in recent years.

Key benefits of the report:

  • This study presents analytical depiction of the global mutual fund assets market along with the current trends and future estimations to determine the imminent investment pockets.    
  • The report presents information related to key drivers, restraints, and opportunities along with detailed analysis of the market share.     
  • The current market is quantitatively analyzed from 2020 to 2027 to highlight the growth scenario.         
  • Porter’s five forces analysis illustrates the potency of buyers & suppliers in the mutual fund assets market.    
  • The report provides a detailed market analysis based on the present and future competitive intensity of the market.