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Funds, ETFs & Index Investing

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Funds, ETFs & Index Investing

Liquid Fund

A debt mutual fund investing in money-market instruments maturing within 91 days.

Test: every instrument in the portfolio has a residual maturity of 91 days or less qualitative
Funds, ETFs & Index Investing

Lump Sum Investment

Investing an entire amount at one time rather than spreading it across instalments.

Future Value = Amount x (1 + Annual Return) raised to the number of years