Motilal Oswal Active Momentum Fund - Regular- IDCW

Motilal Oswal Active Momentum Fund - Regular- IDCW lags behind most of its peers in the Thematic category, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 43/100.

Cost: At 3.41%, the expense ratio runs 207% above the Thematic category average of 1.11%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 1.32 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 17.1% is fairly typical for actively managed equity funds.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.