Mutual Funds Market - India
Market Statistics
- Base Year: 2024
- Historical Years: 2019-2024
- Forecast Years: 2025-2033
- Market Size in 2024: USD 2.50 Billion
- Market Size in 2033: USD 5.90 Billion
- Market Growth Rate (CAGR) 2025-2033: 10.03%
According to IMARC Group's report titled "India Mutual Funds Market Report and Forecast 2025-2033," the market reached USD 2.50 billion in 2024. Looking forward, IMARC Group expects the market to reach USD 5.90 billion by 2033, exhibiting a growth rate (CAGR) of 10.03% during 2025-2033.
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India Mutual Funds Market Trends and Drivers:
- The Indian mutual fund industry is witnessing record growth due to the expansion in middle-class citizenship, digital penetration, and long-term investment opportunities.
- Mutual funds have become a popular investment option as they are easily available, professionally managed, and provide diversification of risk through small amounts.
- Increase in disposable income and change in investment patterns from traditional assets such as real estate and gold to market-related products is fueling this momentum.
- The efforts of the Securities and Exchange Board of India (SEBI) and the Mutual Fund Houses towards product simplification and investor education through programs like "Mutual Funds Sahi Hai" have increased retail participation to a great extent.
- Systematic investment plans (SIPs) are gaining immense popularity among the youth segment as they offer disciplined investment and compounding power without demanding large initial capital.
- Fintech platforms and digital channels have facilitated easy account openings, streamlined KYC norms, and minimized transaction processes, transforming both urban and rural mutual fund participation.
- The performance of equity mutual funds under robust macroeconomic fundamentals and business growth has attracted novice as well as experienced investors.
- Equity Linked Savings Schemes (ELSS) and tax-saving schemes are encouraging salaried individuals to invest in mutual funds by offering dual benefits of returns and tax savings.
- Passive investment shifts have gained momentum, with index funds and ETFs witnessing a gigantic surge due to their low-cost ratio and fund liquidity advantages.
- The demand for ESG-based and thematic funds is rising as socially responsible and environmentally conscious investors seek sustainable options.
- Regulatory initiatives to improve transparency, reduce spending ratios, and ensure better disclosures are enhancing investor confidence in the mutual fund industry.
- Target-based investment plans and robo-advisory facilities are empowering investors to make informed decisions aligned with risk appetite and financial goals.
- Despite challenges such as inflation and fluctuating interest rates, mutual funds remain a stable and affluent investment source.
- Supportive demographics, favorable investment sentiment, government policies, and technological advancements are collectively driving the Indian mutual fund industry towards sustainable and holistic growth.
India Mutual Funds Industry Segmentation:
The market report offers a comprehensive analysis of the segments, highlighting those with the largest India mutual funds market share. It includes forecasts for the period 2025-2033 and historical data from 2019-2024 for the following segments.
Asset Class/Scheme Type Insights:
- Debt-oriented Schemes
- Equity-oriented Schemes
- Money Market
- ETFs and FoFs
Source of Funds Insights:
- Banks
- Insurance Companies
- Retail Investors
- Indian Institutional Investors
- FIIs and FPIs
- Others
Regional Insights:
- North India
- South India
- East India
- West India
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Competitive Landscape:
The competitive landscape of the industry has also been examined along with the profiles of the key players.
Key highlights of the Report:
- Market Performance (2019-2024)
- Market Outlook (2025-2033)
- COVID-19 Impact on the Market
- Porter’s Five Forces Analysis
- Strategic Recommendations
- Historical, Current and Future Market Trends
- Market Drivers and Success Factors
- SWOT Analysis
- Structure of the Market
- Value Chain Analysis
- Comprehensive Mapping of the Competitive Landscape
Note: If you need specific information that is not currently within the scope of the report, we can provide it to you as a part of the customization.
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IMARC Group is a global management consulting firm that helps the world’s most ambitious changemakers to create a lasting impact. The company provide a comprehensive suite of market entry and expansion services. IMARC offerings include thorough market assessment, feasibility studies, company incorporation assistance, factory setup support, regulatory approvals and licensing navigation, branding, marketing and sales strategies, competitive landscape and benchmarking analyses, pricing and cost research, and procurement research.
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