India Mutual Funds Market Size, Growth, Demand, Top Companies and Forecast 2025-2033

Mutual Funds Market in India 2025:

How Big is the India Mutual Funds Industry?

The India mutual funds market size 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.

• 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%

India Mutual Funds Market Trends and Drivers:

The Indian mutual fund sector is experiencing tremendous growth, spurred on by rising financial awareness, digital penetration, and a growing middle-class citizenry eager to accumulate wealth over the long term. In essence, the mutual funds have emerged as a popular investment vehicle as they are readily accessible, professionally managed, and allow risk diversification through modest amounts of money. Increase in disposable incomes and change in the pattern of investment from the conventional assets such as property and gold to the market-related products is also driving this shift. Apart from this, the initiative of the Securities and Exchange Board of India (SEBI) and mutual fund houses in simplifying products and spreading investor awareness through campaigns like "Mutual Funds Sahi Hai" has also boosted retail participation quite remarkably. Besides that, Systematic Investment Plans (SIPs) are increasingly popular, particularly among the youth, as they provide disciplined investing and the benefit of compounding without demanding high levels of initial capital. The fintech revolution and arrival of digital platforms have also made opening accounts, being KYC compliant, and completing transaction processes very easy, thus making mutual funds even more prevalent in urban and rural India.

Other than this, the performance of equity mutual funds, based on robust macroeconomic fundamentals and corporate performance, is also magnetizing first-time and veteran investors alike. Other than this, growing demand for tax saving instruments under schemes such as ELSS (Equity Linked Savings Scheme) is encouraging more salary earners to approach mutual funds as a twin advantage of investment along with tax savings. The move towards passive investment has also been on a grand scale, as investors have moved increasingly towards index funds and ETFs because the expense ratio is low and the fund is highly transparent. Meanwhile, there has been growing demand for ESG-based and thematic mutual funds on account of the changing preference for socially responsible and green-oriented investors. In addition, efforts in regulation promoting transparency, improved disclosures, and lower expense ratios are putting investors in trust with the mutual fund sector. The provision of goal-based investment plans and robo-advisory services is allowing investors to make informed decisions on risk bearing and financial goals. Lastly, despite inflationary fears and interest rate volatilities still lingering, mutual funds are being seen as a relatively stable yet profitable investment option. Overall, a mix of supportive demography, changing investor psyche, government encouragement, and technology-enabled reach is driving India's mutual fund market to an exciting era of inclusive and sustainable growth.

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India Mutual Funds Market Report Segmentation:

The report has segmented the market into the following categories:

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

Top Players Analysis:

The report provides a detailed analysis of the competitive environment. It covers various aspects such as market structure, positioning of key players, top strategies for success, a competitive dashboard, and a company evaluation quadrant. Furhermore, the report includes comprehensive profiles of all major companies.  

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Other Key Points Covered in the Report:

• COVID-19 Impact on the Market

• Porter's Five Forces Analysis

• Strategic Recommendations

• Market Dynamics

• Historical, Current and Future Market Trends

• Market Drivers and Success Factors

• SWOT Analysis

• Value Chain Analysis

• Comprehensive Mapping of the Competitive Landscape

• Top Winning Strategies

• Recent Industry News

• Key Technological Trends & Development

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About Us: 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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