Loan schemes

Mudra loan project report format and sample (PMMY)

Pradhan Mantri MUDRA Yojana lends to non-farm micro-enterprises without collateral, which makes the project report the bank's main basis for assessing risk. For anything above the Shishu slab, expect the branch to want full projections. This page covers the loan categories, what the report must contain, and a downloadable sample.

Mudra loan categories

PMMY loans are classified by ticket size rather than by activity. The category determines documentation depth — Shishu files are light, Kishore and Tarun files need a proper project report.

  • Loans are collateral-free — the project's viability is the security, which is precisely why the report matters.
  • Available to manufacturing, trading, services and allied agricultural activities.
  • Tarun Plus is at lender discretion and depends on prior repayment history.
CategoryLoan amountTypical use
ShishuUp to ₹50,000Very small startups, tools, initial stock
Kishore₹50,001 – ₹5 lakhExpanding an established micro-unit
Tarun₹5,00,001 – ₹10 lakhEquipment, premises fit-out, larger working capital
Tarun Plus₹10 lakh – ₹20 lakhRepeat borrowers with a clean Tarun repayment record

What a Mudra project report must contain

For Kishore and Tarun the bank expects the same core schedules as any term-loan file, sized to the smaller ticket:

  • Promoter and business profile with KYC
  • Activity description and the business model in plain terms
  • Means of finance — own contribution against the Mudra loan
  • Fixed assets with supporting quotations
  • Working capital computation
  • Projected P&L, balance sheet and cash flow
  • Repayment schedule matched to the loan tenure
  • DSCR working
  • Break-even analysis

Documents to keep ready

  • Aadhaar and PAN of the applicant
  • Proof of business address and, where applicable, Udyam registration
  • Category certificate where a concession is claimed
  • Quotations for every asset in the fixed-asset schedule
  • Bank statements for the last six to twelve months for existing units
  • Photographs of the business premises

Why Mudra files get returned

  • Projected turnover far above what the stated capacity or floor area can support.
  • No working capital line, so the unit shows profit on paper but has no cash to trade with.
  • Own contribution missing or unexplained.
  • Repayment schedule that does not match the tenure actually sanctioned.

Frequently asked questions

Is a project report needed for a Shishu Mudra loan?
Usually not in full form — a simple activity note and cost estimate often suffices below ₹50,000. Kishore and Tarun applications generally do require complete projections.
What is the maximum Mudra loan amount?
₹10 lakh under Tarun. A Tarun Plus sub-category extends up to ₹20 lakh for borrowers who have already repaid a Tarun loan, subject to lender discretion.
Do Mudra loans need collateral?
No. PMMY loans are collateral-free, which is why banks scrutinise the projections and DSCR closely.
Can the same report be used for both Mudra and PMEGP?
The financial schedules overlap heavily, but the scheme-specific sections and the means-of-finance treatment differ — PMEGP carries a margin-money subsidy that Mudra does not. Select the scheme in the wizard and the report is built to that scheme's structure.

Generate your Mudra loan project report

Pick PMMY in the wizard and every schedule is built to what the branch expects. First report free, no card required.

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