What is a thematic portfolio?

A thematic portfolio is a collection of stocks or ETFs centered around a specific trend or sector, such as Green Energy, EV, or Digital India.

How is thematic portfolio performance measured?

It is best measured using XIRR, which accounts for all buy/sell transactions and dividends within the basket over time.

Thematic Portfolio Tracker (Smallcase/Baskets)

Consolidated tracking for thematic baskets like Smallcases. Handles rebalancing alerts and dividend yield and XIRR.

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Quick Summary: Thematic Portfolio Tracker (Smallcase/Baskets)

A Thematic Portfolio Tracker calculates consolidated returns, sector weightings, and rebalancing costs for customized stock baskets or thematic Smallcase portfolios. In FY 2026-27, tracking XIRR across multiple theme-based investments helps you identify which sectors are driving your portfolio's alpha.

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Regulatory Disclaimer

Last verified May 2026

Statutory Disclosure

Nature:Calculator platform and is NOT a SEBI-registered Investment Adviser. All calculations are indicative.

Risk:"Investments in securities market are subject to market risks. Read all related documents carefully before investing."

Consult a SEBI-registered IA or CA for personalised advice.

9 out of 10 traders in F&O incurred net losses (SEBI 2023). Tax estimates based on IT Act 2025. Trezoriq is not liable for financial decisions based on results.