GITNUXREPORT 2025

Mutual Fund Industry Statistics

Global mutual funds manage $69 trillion, primarily in the US, with diverse investor growth.

Jannik Lindner

Jannik Linder

Co-Founder of Gitnux, specialized in content and tech since 2016.

First published: April 29, 2025

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Key Statistics

Statistic 1

In 2022, mutual fund flows in India totaled approximately ₹1.2 trillion

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Passive mutual funds (ETFs and index funds) represented around 40% of total mutual fund assets globally in 2023

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The average mutual fund investor in the US holds about $25,000 in mutual fund assets

Statistic 4

Mutual fund investors in India saw a 15% increase in SIP (Systematic Investment Plan) accounts in 2023

Statistic 5

The median holding period for mutual fund investors in the US is approximately 3 years

Statistic 6

The number of mutual fund investors in the US exceeded 100 million in 2023

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The average age of a mutual fund investor globally is around 45 years

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The global mutual fund industry managed approximately $69 trillion in assets as of mid-2023

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The United States accounts for about 70% of the global mutual fund assets

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The number of mutual fund schemes worldwide exceeded 85,000 as of 2023

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Equity mutual funds accounted for roughly 50% of total mutual fund assets globally in 2023

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The average expense ratio for mutual funds in the US was about 0.44% in 2023

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The assets under management (AUM) in Chinese mutual funds reached approximately $1.5 trillion in 2023

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The top five mutual fund companies in the US control roughly 65% of total market assets

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Asia-Pacific mutual fund industry’s AUM is expected to grow at a CAGR of 8% from 2023 to 2028

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Mutual funds in Europe managed about €12 trillion in assets as of 2023

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The average mutual fund expense ratio in Canada was approximately 0.90% in 2023

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Mutual funds accounted for nearly 55% of all professionally managed assets in the US in 2023

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The total net inflow into mutual funds in the US was approximately $300 billion in 2023

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Key Highlights

  • The global mutual fund industry managed approximately $69 trillion in assets as of mid-2023
  • The United States accounts for about 70% of the global mutual fund assets
  • In 2022, mutual fund flows in India totaled approximately ₹1.2 trillion
  • The number of mutual fund schemes worldwide exceeded 85,000 as of 2023
  • Equity mutual funds accounted for roughly 50% of total mutual fund assets globally in 2023
  • The average expense ratio for mutual funds in the US was about 0.44% in 2023
  • Passive mutual funds (ETFs and index funds) represented around 40% of total mutual fund assets globally in 2023
  • The assets under management (AUM) in Chinese mutual funds reached approximately $1.5 trillion in 2023
  • The average mutual fund investor in the US holds about $25,000 in mutual fund assets
  • Mutual fund investors in India saw a 15% increase in SIP (Systematic Investment Plan) accounts in 2023
  • The top five mutual fund companies in the US control roughly 65% of total market assets
  • The median holding period for mutual fund investors in the US is approximately 3 years
  • Asia-Pacific mutual fund industry’s AUM is expected to grow at a CAGR of 8% from 2023 to 2028

With a staggering $69 trillion in global assets under management in mid-2023 and evolving investor behaviors worldwide, the mutual fund industry continues to be a powerhouse shaping the future of investing across continents.

Fund Types and Investment Strategies

  • In 2022, mutual fund flows in India totaled approximately ₹1.2 trillion
  • Passive mutual funds (ETFs and index funds) represented around 40% of total mutual fund assets globally in 2023

Fund Types and Investment Strategies Interpretation

With India chipping in nearly ₹1.2 trillion in 2022 and passive funds accounting for 40% globally in 2023, the mutual fund industry is clearly shifting from active hand-holding to passive, hinting at investors’ increasing confidence in low-cost, index-tied growth rather than their patience for active management's ups and downs.

Investor Demographics and Behavior

  • The average mutual fund investor in the US holds about $25,000 in mutual fund assets
  • Mutual fund investors in India saw a 15% increase in SIP (Systematic Investment Plan) accounts in 2023
  • The median holding period for mutual fund investors in the US is approximately 3 years
  • The number of mutual fund investors in the US exceeded 100 million in 2023
  • The average age of a mutual fund investor globally is around 45 years

Investor Demographics and Behavior Interpretation

With over 100 million US investors wielding restless portfolios averaging $25,000 and a global median age of 45, the mutual fund industry is both a reflection of and a catalyst for a generation seeking steady growth amid shifting investment habits—highlighting the need for funds to adapt as old age meets new trends like India's 15% surge in SIP accounts.

Market Size and Assets

  • The global mutual fund industry managed approximately $69 trillion in assets as of mid-2023
  • The United States accounts for about 70% of the global mutual fund assets
  • The number of mutual fund schemes worldwide exceeded 85,000 as of 2023
  • Equity mutual funds accounted for roughly 50% of total mutual fund assets globally in 2023
  • The average expense ratio for mutual funds in the US was about 0.44% in 2023
  • The assets under management (AUM) in Chinese mutual funds reached approximately $1.5 trillion in 2023
  • The top five mutual fund companies in the US control roughly 65% of total market assets
  • Asia-Pacific mutual fund industry’s AUM is expected to grow at a CAGR of 8% from 2023 to 2028
  • Mutual funds in Europe managed about €12 trillion in assets as of 2023
  • The average mutual fund expense ratio in Canada was approximately 0.90% in 2023
  • Mutual funds accounted for nearly 55% of all professionally managed assets in the US in 2023
  • The total net inflow into mutual funds in the US was approximately $300 billion in 2023

Market Size and Assets Interpretation

With over $69 trillion in assets—dominated by the U.S., which holds about 70%—and more than 85,000 schemes globally, the mutual fund industry is both a colossal financial ocean and a testament to investor diversity, where the relatively low U.S. expense ratio of 0.44% hides a market controlled largely by the top five firms that manage nearly two-thirds of the assets, signaling that while the industry grows at an impressive clip—particularly in Asia-Pacific with an 8% CAGR—investors are still paying attention to fees, as Canadian expense ratios hover near 1%, reminding us that in the world of mutual funds, size and innovation must dance carefully with cost.