About Equity Fund
Equity fund is the type of Mutual Fund schemes investing their assets into shares/stocks of different companies across market capitalization, with an objective of generating higher returns. As regulated by SEBI, equity oriented funds invest at least 65 percent of the corpus into Equity related instruments and a minimum of 10 percent into debt. These funds are known for generating better returns as compared to debt funds but riskier owing to the dependency on market conditions.
Attributes | Details |
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Study Period | 2018-2030 |
Base Year | 2023 |
Unit | Value (USD Million) |
The companies are exploring the market by adopting mergers & acquisitions, expansions, investments, new service launches and collaborations as their preferred strategies. The players are exploring new geographies through expansions and acquisitions to avail a competitive advantage through combined synergies. Analyst at AMA Research estimates that United States Players will contribute the maximum growth to United States Equity Fund market throughout the forecasted period. Established and emerging Players should take a closer view at their existing organizations and reinvent traditional business and operating models to adapt to the future.
BlackRock (United States), Vanguard (United States), Charles Schwab (United States), Fidelity Investment Group (United States), Franklin Templeton Investments (United States), Alliance Bernstein (United States), Amana Mutual Funds Trust (United States), American Beacon (United States), American Century (United States) and BNY Mellon (United States) are some of the key players that are part of study coverage.
Segmentation Overview
AMA Research has segmented the market of United States Equity Fund market by Type (Large-Cap Funds, Small-Cap Funds, Mid-Cap Funds, Multi-Cap Funds, Sector Mutual Funds and Index Mutual Funds) and Region.
On the basis of geography, the market of Equity Fund has been segmented into South America (Brazil, Argentina, Rest of South America), Asia Pacific (China, Japan, India, South Korea, Taiwan, Australia, Rest of Asia-Pacific), Europe (Germany, France, Italy, United Kingdom, Netherlands, Rest of Europe), MEA (Middle East, Africa), North America (United States, Canada, Mexico). If we see Market by Investment Methods, the sub-segment i.e. Online will boost the Equity Fund market. Additionally, the rising demand from SMEs and various industry verticals gives enough cushion to market growth. If we see Market by Sector, the sub-segment i.e. Domestic will boost the Equity Fund market. Additionally, the rising demand from SMEs and various industry verticals gives enough cushion to market growth.
Market Growth Drivers:
The Growing Demand for Investments in Equity Funds due to Higher Returns Potential and Upsurging Investments in Equity Funds in Order to Save Tax
Challenges:
When interest rates go up, the value of equity funds can go down.
Restraints:
Mutual Funds Are Subject To Market Risks and An Availability of Alternative Debt Funds
Opportunities:
The Growing Disposable Income of Individual
Market Leaders and their expansionary development strategies
On 21 April 2020, Fidelity Investments, one of the industry’s leading financial services firms, today announced the launch of eight new thematic funds, further reinforcing its operational and financial strength during these challenging times. The eight new funds include:Fidelity Disruptive Automation Fund (FBOTX), Fidelity Disruptive Communications Fund (FNETX), Fidelity Disruptive Finance Fund (FNTEX), Fidelity Disruptive Medicine Fund (FMEDX), Fidelity Disruptive Technology Fund (FTEKX), Fidelity Disruptors Fund (FGDFX), Fidelity Agricultural Productivity Fund (FARMX), and Fidelity Water Sustainability Fund (FLOWX).
On 5 Feb 2020, Vanguard and HarbourVest announced a strategic partnership to provide qualified investors with access to private equity and the potential to earn higher returns and achieve increased diversification.
Key Target Audience
Equity Fund Companies, Regulatory & Government Bodies, Research & Consulting Firms, Potential Investors, Upstream & Downstream Vendors, End Users and Others
About Approach
To evaluate and validate the market size various sources including primary and secondary analysis is utilized. AMA Research follows regulatory standards such as NAICS/SIC/ICB/TRCB, to have a better understanding of the market. The market study is conducted on basis of more than 200 companies dealing in the market regional as well as global areas with the purpose to understand the companies positioning regarding the market value, volume, and their market share for regional as well as global.
Further to bring relevance specific to any niche market we set and apply a number of criteria like Geographic Footprints, Regional Segments of Revenue, Operational Centres, etc. The next step is to finalize a team (In-House + Data Agencies) who then starts collecting C & D level executives and profiles, Industry experts, Opinion leaders, etc., and work towards appointment generation.
The primary research is performed by taking the interviews of executives of various companies dealing in the market as well as using the survey reports, research institute, and latest research reports. Meanwhile, the analyst team keeps preparing a set of questionnaires, and after getting the appointee list; the target audience is then tapped and segregated with various mediums and channels that are feasible for making connections that including email communication, telephonic, skype, LinkedIn Group & InMail, Community Forums, Community Forums, open Survey, SurveyMonkey, etc.