Tuesday 4 April 2017

The Scriptural Sanction for Caste-Based Discrimination in Hinduism. Part III.


The Scriptural Sanction for Caste-Based Discrimination in Hinduism. Part III


The Scriptural Sanction for Caste-Based Discrimination in Hinduism

Part III

The Bhagavad Gita, As It REALLY Is

BG1: Detailed Exposition: The Intermixture of varNas

Written by Dr. Seshadri Kumar, 02 April, 2017


Bhagavad Gita Series Abstract

This series on the Bhagavad Gita is part of a larger series of articles which examine the important question: Is caste-based discrimination in Hindu society an intrinsic part of Hinduism? Is it sanctioned in Hindu scripture? Or is it simply a social custom arrived at by distorting the scriptures?

A key attendant question is: Is caste, according to Hindu scripture, a rigid status that accrues to an individual only by virtue of birth in that caste, and hence unchangeable during that person's life? Or, is it a more fluid descriptor of a person that can change during a person's lifetime? In other words, is caste birth-based, or can it be earned?

To examine this question, I investigated every verse in the Bhagavad Gita that has any relationship to the issue of varNa, the overarching concept that contains the concept of caste, and subjected each of these verses to a detailed analysis, using both the literal meaning of the Sanskrit shlOkas as well as the commentaries of highly respected commentators on these verses. I viewed the verses both in isolation and in the overall context of the Bhagavad Gita, as well as in the overall context of Hindu theology and philosophy. The results of my study are presented in this seven-part series (BG1 to BG7), which is part of my larger series on caste in Hinduism.

I conclude that caste and caste-based discrimination are fundamental to the very foundation of Hinduism as expressed in the Bhagavad Gita.

They are not a distortion of the scriptures of Hinduism. Far from being an added social custom, the birth-based caste system is at the very basis of Hindu thought.

The caste system, as seen today, is largely a faithful representation of Lord Krishna’s words and intended meaning in the Bhagavad Gita. The central arguments in the Bhagavad Gita itself would collapse without the support of caste-based discrimination. The system, therefore, is expressly sanctioned in the Bhagavad Gita.

In this seven-part series, I present the original Sanskrit text of each verse discussed, its transliteration, its word-by-word meaning, its free translation, and the commentaries of six major interpreters of the Gita: Adi Shankaracharya, Ramanujacharya, Madhvacharya, Shridhara Swami, Acharya Keshava Kashmiri, and Sant Jnaneshwar. Based on all these, I draw overall meanings for each verse, and overall conclusions for each group of verses. Finally, I draw overall conclusions on the scriptural sanction for caste-based discrimination in the Bhagavad Gita.

A concise summary of the ideas in the Gita discussed in this seven-part series can be found in BG0 (Part II of the larger series.)


Current Article Abstract

In the present article, BG1, I discuss the methodology of this detailed study and the verses that talk about restrictions on inter-varNa (or inter-caste) marriage in the Gita. The implication of these verses is that inter-varNa marriage is prohibited when the man is of a lower varNa than the woman, because the children of such inter-varNa unions are cast out of their own varNas, and hence there is no one to perform the monthly and annual rituals for the peace of the departed ancestors, which will result in those souls descending to hell and the entire family sinking into sin.


Table of Contents


Methodology, Sources, and Numbering Scheme

Before I start listing the caste-related verses, I would like to explain some of the methodology I have used here.

My position on scripture is that when a work of scripture is examined, all of the scripture is relevant and significant. Thus, I do not subscribe to the position that some of the scripture is important and other portions are unimportant and can be ignored. Unless a religious authority explicitly declares any portion of a scripture invalid, my position is that it has to be considered in determining the stand of that scripture on an issue. Thus, I have examined every verse in the Gita to examine any connection with caste-based discrimination. I have presented the verses that deal with caste-based discrimination here, which number 39 out of the 700 verses in the Gita.

I first present each selected shlOka (verse) in four ways. The first is the original verse in Sanskrit; the second is the transliteration of the verse in English; the third is the word-by-word translation of the verse into English; and the fourth is the free translation of the verse in English. The transliteration is my own; the word-by-word translation and free translation are obtained from a well-known website on the Bhagavad Gita.

In addition, I also show interpretations of each verse from six very famous and highly respected commentaries on the Bhagavad Gita. The six commentators are:

  1. Adi Shankara (788-820 CE), the foremost Shaivite saint, and the main proponent of the Advaita (non-dualism) school of Hindu philosophy. Adi Shankara wrote the first commentary on the Bhagavad Gita. His commentary is highly respected, and has been referred to by all later commentators, even if they differ with him on some or many aspects.
  2. Ramanujacharya (1017-1137 CE), a well-known Vaishnavite saint, and the main proponent of the Vishishtadvaita (non-dualism with qualifications) school of Hindu philosophy. His branch of Hinduism is called the Sri Vaishnava tradition.
  3. Madhvacharya (1238-1317 CE), another well-known Vaishnavite saint, the main proponent of the Dvaita (dualism) school of Hindu philosophy. His branch of Hinduism is called the Brahma Vaishnava tradition.
  4. Shridhara Swami (dates unknown), a representative of the Rudra Vaishnava tradition of Vaishnavism. This school was founded by Vishnuswami (again, dates unknown) and is the proponent of the Shuddhadvaita (pure non-dualism) school of Hindu philosophy. Another descendant of this school is the Pushtimarg school of Vallabhacharya, a branch from the Vishnuswami sect.
  5. Acharya Keshava Kashmiri (dates unknown, but suspected 15th century CE), a representative of the Nimbarka tradition, also known as the Kumara Vaishnava tradition or the Hamsa Vaishnava tradition. This tradition was said to have been founded by Nimbarka, and is the proponent of the Dvaitadvaita (dualism and non-dualism at the same time) school of Hindu philosophy. Followers of the school of Gaudiya Vaishnavism believe that Keshava Kashmiri later became a disciple of Chaitanya Mahaprabhu (1486-1534), the founder of the Gaudiya Vaishnava tradition.
  6. Sant Jnaneshwar (1275-1296 CE), a Shaivite saint belonging to the Nath Yogi tradition, and a proponent of the Advaita philosophy (non-dualism). Jnaneshwar’s seminal work, the Bhavartha Dipika, also known as the Jnaneshwari, is a Marathi translation and commentary of the Bhagavad Gita, and is considered a milestone in Marathi literature.

The commentary of Adi Shankara has been translated into English from Sanskrit by Alladi Mahadeva Shastri (Mysore, 1901). The commentary of Jnaneshwar has been translated from Marathi into English by Ramchandra Keshav Bhagwat (Samata Books, Madras, 1954). Both these books were freely available for download in pdf form on the internet. The commentary of the four main Vaishnava traditions – the Sri Vaishnava, Brahma Vaishnava, Rudra Vaishnava, and Kumara Vaishnava Sampradaya, are available together, in English translation, at a well-known site on the Bhagavad Gita.

Not all commentators offer interpretations for every verse considered here. After sharing the commentaries available for each verse, I offer an overall conclusion on the meaning of each verse or group of verses, on the basis of the literal translation and the different commentaries.

Why are these interpretations necessary? They are necessary because poets write for the audiences of the day, and assume the audiences are aware of the context in which a verse is written. Unfortunately, those like us, who read the same verses 2500 years later, may not find the context obvious. Therefore, when there is a single line pregnant with meaning, it is very important to understand the context. Scholars study a verse in the overall context of the poem (the Bhagavad Gita), in the overall context of the containing epic (the Mahabharata), and also in the overall context of other Hindu scriptures, to understand what a particular word really means. This is why I have looked at multiple interpretations (from different scholars) for each verse.

There are many grammatical, spelling, or syntactical errors in the English translations of the commentaries, available online (in case of the four Vaishnava traditions) or in books (in case of Shankara and Jnaneshwar). There are also some syntax and grammar errors in the free translations at the website mentioned above. Often, the English in the free translations and the translations of the commentaries is hard to understand, because of excessively long compound and complex sentences. In all such cases, I have corrected or simplified the text so that the meaning will be clear, while taking care not to change the meaning. I have also simplified the text in cases where the wording is very archaic or convoluted, because modern audiences cannot understand some of the English used. Having said all this, I hasten to add that I have made only the most minimal modifications that were necessary for clear understanding of the commentaries - not a word has been changed if it was not absolutely essential. Those in doubt can consult the original references on the websites and in the books to verify for themselves that the meaning is intact.

One of the defences often given by the Hindu right wing today regarding appraisals of the caste system and its relation to Hinduism proper is the suggestion that caste is an invention of the British and/or the Muslim invaders; that, prior to the arrival of Islamic and British conquerors on Indian soil, there was no caste discrimination in Hinduism; and that, therefore, this is a purely foreign invention. To avoid contamination of this article by such British/Islamic influences, I have chosen most of my interpreters of Hindu scripture from the first millennium or fairly early in the second millennium, well before Hinduism could be contaminated by outside influence (note that even the Delhi Sultanate, which was the first Islamic empire in North India, only began in 1192 CE), so that the state of “unadulterated” Hinduism can be observed. For this reason, I am not including any recent commentaries. This also has the salutary effect of removing any modern, politically expedient interpretations.

When dealing with passages from the Mahabharata or Ramayana, which I will do in other articles in this series, I will not examine each verse word by word, nor will I consult multiple interpretations to understand them. This is because many of the descriptions of caste-based discrimination in them run to several pages. The meaning of the text, therefore, is never in doubt.

The transliteration scheme used in this article is explained in a note at the end of Part II. A glossary can also be found in Part II.

The numbering scheme followed in this entire "Caste Discrimination in Hinduism" series is that each article has an number in the overall sequence of articles in the "Caste Discrimination in Hinduism" series, represented by Roman numerals. Within the larger series, individual series articles, dealing with individual scriptures, are numbered using scripture initials and Arabic numerals. For instance, the articles in the Bhagavad Gita series are numbered as BGN, where N is the number of the article in the Bhagavad Gita series.


Verses on Restrictions on The Intermixture of Varnas

The first set of caste-related verses is contained in the first chapter of the Bhagavad Gita, verses 39-41, when Arjuna tries to explain to Krishna why he believes that war is undesirable, because the death of the men in the family leads to corruption of the family due to inter-varNa (inter-caste) mixture of men and women. In a later passage (3-24), Krishna echoes Arjuna’s concern about the pollution of castes by inter-caste unions. The overall conclusion for this set of verses is first presented, followed by a discussion of individual verses and their meanings.

Before proceeding, the reader is advised to peruse the section in Part II on the difference between jAtis and varNas, if not already done so.

Overall Conclusion: The Intermixture of varNas

The concern is clearly that a man of a lower varNa, say a Vaishya or a Shudra, may forcefully take an unprotected woman of a Kshatriya varNa, no matter what jAti within their respective varNas each may belong to.

The danger of such a union is the birth of “unwanted children” who are cast out of both the varNas of their parents, and hence unfit to perform the duties of their varNas, leading their ancestors to fall down from the heavens into hell.

The mixture of varNas also destroys the time-honoured traditions whereby different varNas are kept separate and have their separate duties. (as in 1-42: utsAdhyantE jAti-dharmAha kula-dharmAha ca shAshvatAha).

Thus the intermixture of varNas leads to the destruction of Hindu society.

What these verses tell us is the rigidity with which inter-varNa barriers were seen.

Arjuna’s chief concern in verses 39-43 is the sin that might occur due to killing the males of Kshatriya families in battle, which was about to happen in the Kurukshetra battle. What sin is he talking about? He is worried about the males of the families in this conflict being killed, leaving women vulnerable. He speaks specifically (as in 1-40: adharma abhibhavAt kRuShNa praduShyanti kula-striyaha) of the “pollution of the women of the family.” What does Arjuna mean by the pollution of women? He is worried about varNa-sankarah, the intermingling of varNas leading to “unwanted progeny.” In other words, the great sin he fears is that there might be a mixture of varNas. The concern is clearly that a man of a lower varNa, say a Vaishya or a Shudra, may forcefully take an unprotected woman of a Kshatriya varNa, no matter what jAti within their respective varNas each may belong to. The danger of such a union is the birth of “unwanted children” who are cast out of both the varNas of their parents, and hence unfit to perform the duties of their varNas, leading their ancestors to fall down from the heavens into hell. The mixture of varNas also destroys the time-honoured traditions whereby different varNas are kept separate and have their separate duties (as in 1-42: utsAdhyantE jAti-dharmAha kula-dharmAha ca shAshvatAha). Thus the intermixture of varNas leads to the destruction of Hindu society.

What these verses tell us is the rigidity with which inter-varNa barriers were seen. If a woman of a Kshatriya family were to have intercourse with a man of a lower varNa and produce “unwanted offspring” – the “intermixture of varNas” - it was seen as a terrible sin that would damn not only those who are guilty of performing this act, but also all the ancestors of the family (as in 1-41: patanti pitarO hi EshAm lupta-pinDOdaka-kriyAha).

One might argue that these are the words of the imperfect human, Arjuna, not of the God Krishna; but keep in mind that Krishna, when replying to Arjuna in what follows in the Gita, never once says Arjuna is wrong in his concerns about the intermixture of varNas. He proceeds to assuage him about every other concern, such as killing people (by saying the AtmA is immortal), such as coveting a kingdom (by saying Arjuna should fight without concern for the reward), and so on. But he does not invalidate Arjuna’s concern about intermixture of varNas and jAtis.

On the contrary, Krishna himself echoes the same concern in 3-24, where he says (utsIdEyur imE lOkA na kuryAm karma cEd aham; sankarasya ca kartA syAm upahanyam imAha prajAha) that if he stopped doing his prescribed duties (since he is God in a human incarnation, he must follow the duties for his varNa), then ordinary people will also stop doing their duties, and that would mean that people of different varNas might intermarry (sankaraha) and cause the “pollution” of the varNas by creating “unwanted children.”


Chapter 1, Verse 39

Original Sanskrit Shloka

कुलक्षये प्रणश्यन्ति कुलधर्माः सनातनाः।
धर्मे नष्टे कुलं कृत्स्नमधर्मोऽभिभवत्युत।।

Transliteration

kula-kshayE praNashyanti kula-dharmAha sanAtanAha
dharmE naShTE kulam kRutsnam adharmO abhibhavati uta

Word-by-word Translation

kula-kṣhayE—in destroying the family; kula-dharmAha—the spiritual traditions of the family; praNashyanti—perishes; sanAtanAḥa—forever; dharmE nashTE—when spiritual values are destroyed; adharmaha—unrighteousness; abhibhavati—predominates; kRutsnam uta kulam—the entire society.

Free Translation

With the destruction of the family, the spiritual traditions of the family perish forever; when spiritual values are destroyed, then unrighteousness predominates the entire society.

Commentaries

Shridhara

When the spiritual traditions and spiritual values are destroyed in society, unrighteousness predominates and the surviving family members become degraded.

Madhva

Now the evil consequences of war are described in detail, with this verse beginning with kula-kshayE praNashyanti . The compound word, kula-dharmAha, means the righteous family traditions prescribed in Vedic rites, such as the fire ceremony (agnihOtra) and others of this nature. Due to the destruction of the dynasty, there is a lack of qualified family members who are knowledgeable enough to have them performed. When dharma, or righteousness, is absent, then adharma (unrighteousness) appears, apprehending the remaining dependents, along with the whole family, destroying the foundations of society.

Keshava Kashmiri

Some may ponder just what sin Arjuna is describing. This is now revealed in this verse. In a dynasty, it is the father that is the foundation of the family. He ensures that the tradition of the members is maintained, and, in addition, is the support of all the members. In times of war, it is the father who goes to fight; sometimes the older sons, who are the fathers of the future, also go to war. If they are slain in battle, it is understood that the family is effectively destroyed, and righteousness, along with the age-old family customs and Vedic traditions, eventually ceases to exist. The women and children are then not properly protected, having lost the shelter of the father. Therefore, they are overcome by the realities of basic survival, and become victims of unrighteousness.

Jnaneshwar

Fire is produced by rubbing together pieces of wood, and when it gets ablaze, the entire wood is gutted; in the same way, when there arises jealousy, resulting in the mutual slaughter of family members, great sin is created, and the whole family gets burned. Where such sins, leading to destruction of the family, take place, the family's traditional religion disappears, and there build up in the family anti-religious tendencies.

Overall Meaning

Arjuna is concerned about how war will lead to the death of the male heads of the families. With no males to protect the families, two adverse consequences arise. One is that there is no one to perform the prescribed daily, monthly, and yearly rituals. This leads to adharma. The second one is that the women and children of the families have no male to protect them from other males. This too leads to adharma, as Arjuna describes below.

Chapter 1, Verse 40

Original Sanskrit Shloka

अधर्माभिभवात्कृष्ण प्रदुष्यन्ति कुलस्त्रियः।
स्त्रीषु दुष्टासु वार्ष्णेय जायते वर्णसङ्करः।।

Transliteration

adharma abhibhavAt kRuShNa praduShyanti kula-striyaha
strIShu duShTAsu vArShNEya jAyatE varNa-sankaraha

Word-by-word Translation

adharma abhibhavAt — when unrighteousness becomes predominant; kRuShNa—O Krishna; kula-striyaḥa—the women of the family; praduShyanti — become polluted; strIShu duShTAsu — from the pollution of womanhood; vArShNEya — Lord Krishna, descendant of the vruShNI dynasty; varNa-sankaraha — unwanted progeny; jAyatE — are born.

Free Translation

O Krishna, when unrighteousness is predominant, then women in the family become polluted, and from the pollution of womanhood, O Krishna, undesirable progeny are born.

Commentaries

Shridhara

The sinfulness alluded to in the previous verse, leading to the degradation of the females in the family is being described here.

Baladeva Vidyabhushana (in lieu of Madhva)

When adharma, or unrighteousness, controls the decorum of a dynasty, the females in the family unavoidably become unchaste, and their wombs subsequently become contaminated. Because their husbands violate the injunctions of the scriptures and engage themselves in committing sinful activities and in destroying the dynasty, the females of the family, without proper guidance and adequate protection, will become depraved and wanton, disregarding the etiquette of morality and decorum; and thus degenerating, the females of the family will soon become degraded.

Keshava Kashmiri

Deliberating further, Arjuna determines that when unrighteousness becomes predominant in the family due to the loss of the father, who ensures the continuation of the family customs and the propagation of the Vedic tradition, the females of the family become easily accessible and are placed in conditions of compromise. From this polluted and degraded position arise undesirable progeny. The purpose of Arjuna addressing Lord Krishna by the vocative vArShNEya is to remind Him that He took birth in the exalted royal vRuShNI dynasty, and as such, should be fully aware of all these things.

Jnaneshwar

In such a state, common sense, reasonable conduct, and duty – all naturally leave us far away. Snuffing out a lamp and moving out in the dark would naturally make one grope and fall down even on a plane level. In the same way, on the extinction of the family, there perish also the families’ immemorial rites and customs. What else could be left behind except sin, when the restraint over the mind and senses ceases, and the women of respectable families become corrupt? The best and the worst get mingled; so also all the castes get intermingled; then naturally, all castes and prescribed duties get entirely dislocated.

Just as the crows from all directions flock together seeing a (rice) oblation placed in an open space, in the same way great sins enter into irreligious families.

Overall Meaning

The original translation from the website I have used translated “jAyatE” as “comes into existence.” However, a more precise translation of “jAyatE” is “to be born,” and I have therefore replaced “comes into existence” with “to be born.” Also, the word “praduShyanti” was translated as “become degraded,” but a more accurate translation of the word is “become polluted” (in modern Hindi, “pradUShaN” is the word for pollution), and so I have made the change.

In the previous shlOka, Arjuna talked about unrighteousness predominating when the males of the family are killed in war. Here he is more specific about his concern, which is that without males to protect them, the women will become “polluted” by having intercourse with men of other castes (actually the concern is specifically men of lower castes, as several explanations in other sources, such as the Mahabharata and the Manusmriti show – and this is also supported by Jnaneshwar’s interpretation, where he talks about the “best and worst” getting mixed; given that the Kshatriya Varna is lower only than the Brahmin Varna, this can only mean that Arjuna is worried about Kshatriya women being impregnated by Vaishya or Shudra men), which leads to “varNa-sankaraha” – which has been translated by many commentators as unwanted progeny, but that is not a very precise translation, because clearly, from the root of the word, that compound word means “mixture of varNas” – so there are “unwanted” children, but that is because they are children of inter-varNa unions. The reason that “varNa-sankaraha” is translated as “unwanted children” is that the “mixture of varNas” does not happen merely with sexual intercourse – it happens when that intercourse results in the birth of a mixed-varNa child – who is unwanted, for the reasons listed below.

This tells us about the restrictions on inter-varNa unions in the society of those times. In the next verse, Arjuna tells us why those children of mixed-varNa unions are unwanted.

Chapter 1, Verse 41

Original Sanskrit Shloka

सङ्करो नरकायैव कुलघ्नानां कुलस्य च।
पतन्ति पितरो ह्येषां लुप्तपिण्डोदकक्रियाः।।

Transliteration

sankarO narakAya Eva kula-ghnAnAm kulasya ca
patanti pitarO hi EshAm lupta-pinDOdaka-kriyAha

Word-by-word Translation

sankaraha — such undesirable progeny; narakAya Eva — certainly creates a hellish situation; kulasya kula-ghnAnAm ca — for both the family and the destroyers of the family; EShAm – their; pitaraha – forefathers; patanti hi – certainly fall down; lupta-pinDa-udaka-kriyAha – due to the cessation of performing offerings of food and water.

Free Translation

Such undesirable population certainly creates a hellish situation for both the family and the destroyers of the family. Their ancestors certainly fall down due to the cessation of performing offerings of food and water.

Commentaries

Shridhara

When this happens, there is an intermingling of castes, and the ancestors of these destroyers of the family fall from heaven as they are deprived of their periodic ritual offerings of food and water.

Baladeva Vidyabhushana (in lieu of Madhva)

When there is a resultant intermixture of castes, due to the destruction of the family structure, those who are responsible are damned to hell. But not only these ruinous family members; their forefathers are also sent to hell due to the cessation of the ritual offerings of food and water that are no longer given, due to the fact that there no longer exist any male descendants to perform such rites.

Keshava Kashmiri

The result of undesirable progeny due to the intermixture of castes is that those who follow the family customs and honor the age-old Vedic traditions are replaced with those that do not. This causes a degradation in society, and leads the family to a hellish existence.

Not only these (offsprings of intermixture of castes), but the anscestors of such a family also suffer, because there is no descendant qualified to perform the propitiatory rites prescribed in Vedic scriptures, such as shrAddha and tarpaNa. Being deprived of these oblations due to the absence of qualified progeny, as a result of destruction of the family structure, the ancestors fall down from heaven and go directly to the hellish planets.

Jnaneshwar

Then the whole family, as also the destroyers of the family, both have assuredly to go to Hell. See, if the whole lineage gets sunk down in this way, then their Manes (ed: spirits of the ancestors, also known as pitrIs in Hinduism) that have already gone to Heaven, do also sink down. When the day-to-day, and occasional (religious) duties cease to be performed in various ways, then who would offer to the Manes the tilodaka (water and sesame mixed together), what would the forefathers do without it, and how could they continue in Heaven? And so, they too return to the family.

Even as a serpent bites only at the toe-nail, but the poison spreads out to and makes the entire body, including the hair on the head, to suffer the pangs; in the same way, these sins make the entire family sink into Hell.

Overall Meaning

So in this verse, Arjuna’s concern about the “unwanted children from inter-varNa unions” becomes clear. What is the problem with these “unwanted children”? This issue of inter-varNa marriage is discussed in detail in other parts of the Mahabharata as well as in the Manu Smriti. Essentially, the children of a union between a higher-varNa woman and a lower-varNa man are cast out of the varNas of both parents – they become part of a varNa that is lower in status and purity than both the parent varNas. These mixed varNas do not have the right to perform Vedic rituals. For instance, if a Brahmin woman has sexual union with a Shudra man – which would not happen normally when she is under the protection of her Brahmin husband, but which could happen if her husband dies and she is unprotected – the child now belongs to a new varNa known as cAnDAla. cAnDAlas are considered a very low varNa, and are only considered fit to serve at crematoria. Obviously, they have no right to study the Vedas.

Now, in Hinduism, it is believed that the spirits of the dead, known as the pitrIs (in the West, they are known as the Manes), need to be given offerings, and the Gods propitiated in their favour in monthly (tarpaNa) and annual (shrAddha) ceremonies involving the offering of water, rice, and sesame seeds. These offerings are what Arjuna refers to as “pinDa-udaka-kriyAhA.” pinDa-udaka refers to the rice and sesame balls that are offered to the pitrIs. Arjuna is concerned that because the children will be essentially cast out the varNa, the monthly and annual offerings to the pitrIs will cease. The Vedas say that if such offerings are not made, then the pitrIs will sink from the heavenly abodes that they have risen to, as a result of their good deeds on earth, after their death, and will immediately sink to hell. Thus, not only will the family of the Kshatriya women and the lower-caste men who engage with them in inter-varNa unions go to hell, but so too will their ancestors.

This is the reason why Arjuna is worried about unprotected women having unwanted children.

Chapter 1, Verse 42

Original Sanskrit Shloka

दोषैरेतैः कुलघ्नानां वर्णसङ्करकारकैः।
उत्साद्यन्ते जातिधर्माः कुलधर्माश्च शाश्वताः।।

Transliteration

dOShair Etaihi kula-ghnAnAm varNa-sankara-kArakaihi
utsAdhyantE jAti-dharmAha kula-dharmAha ca shAshvatAha

Word-by-word Translation

dOshaihi — such heinous deeds; Etaihi kula-ghnAnAm — by all these destroyers of the family; varNa-sankara kArakaihi — gives rise to a population of undesirable progeny; utsAdhyantE — completely eradicating; shAshvatAha — the time-honored; jAti-dharmAha kula-dharmAha ca — spiritual traditions of the family and nobility of lineage.

Free Translation

Such heinous deeds by all those destroyers of the family gives rise to a population of undesirable progeny, completely eradicating the time-honoured spiritual traditions of the family and nobility of lineage.

Commentaries

Shridhara

The sinfulness referred to is being concluded in this verse. The traditions of the caste or tribe and the family are destroyed, lost, forgotten and disregarded. This also includes the four AshRamas or prescribed orders of life, being brahmacArya, or celibate student life; gRuhasta, or married house-holder life; vanaprastha, or preperation for spiritual life; and sannyAsa, or total renunciation from material life and complete attachment to spiritual life.

Madhva

Now, the conclusion of the sins that have been previouly delineated before are being described. jAti-dharmAha refers to the duties of the Kshatriyas and others. kula-dharmAha refers to the traditional practices observed by a particular family. utsAdhyantE means when these are eradicated. The use of the word ca, meaning "also," indicates that AshRama-dharma, which constitutes the rules of righteousness governing the relationship between Brahmana the spiritual order, Kshatriya the warrior order, Vaishya the mercantile order and Shudra the worker class is included here as well.

Keshava Kashmiri

In the previous verse, the effects of the intermixture of castes, as described in the Vedic scriptures regarding the ancestors, has been determined. Now Arjuna describes the misery experienced for those who are responsible for causing this intermixture of castes, beginning with dOshair Etaihi. Due to these evils, the essential duties prescribed in the Vedic scriptures for the four castes, which are the authorised and proven means leading humanity to the highest good, and which are faithfully instructed by holy sages and spiritual masters, are all forsaken.

Jnaneshwar

See Lord, there gets committed one more sin here in that the immemorial rites and customs get annihilated by sinful contagion. Just as an unfortunate fire in one's house consumes also the surrounding houses, in the same way, those that establish contact with sinful families also get similarly affected by the contact with the sinful.

Overall Meaning

In the previous verse, Arjuna explained the adverse consequences of inter-varNa unions on the persons engaging in those unions, as well as on their families and ancestors. Now he expands his concern to talk about the effect of these transgressions on society as a whole. He says that such a population of “unwanted” children, resulting from inter-caste unions, will mean the destruction of the time-honoured traditions of jAti-dharma (the duties of the castes) as well as kula-dharma (the duties and traditions of the family), and the destruction of society as a whole, as children from these mixed unions will not be able to follow the traditions of jAti-dharma and kula-dharma. I have used the word “inter-caste” here rather than inter-varNa, since Arjuna himself refers here to jAtis and not to varNas. As the commentators have said, the concern is that the time-honoured duties of Brahmins, Kshatriyas, Vaishyas and Shudras (which will be elaborated by Krishna in Chapter 18) will no longer be observed, and society will deteriorate.

Chapter 1, Verse 43

Original Sanskrit Shloka

उत्सन्नकुलधर्माणां मनुष्याणां जनार्दन।
नरकेऽनियतं वासो भवतीत्यनुशुश्रुम।।

Transliteration

utsanna-kula-dharmANAm manuShyANAm janArdana
narakE niyatam vAsO bhavatI iti anushushRuma

Word-by-word Translation

janArdana – Lord Krishna, destroyer of the atheists; anushushRuma – I have heard from the learned; iti – that; manuShyANAm – those persons; utsanna kula-dharmANAm – whose spiritual family traditions have been destroyed; niyatam – perpetually; bhavatI – become; narakE vAsaha – residents in hell.

Free Translation

O Krishna, I have heard from the learned that those persons whose spiritual family traditions have been destroyed perpetually become residents in hell.

Commentaries

Shridhara

Persons “whose family traditions have been destroyed” also refers to “those whose caste and heritage has also been lost.” We have heard from the authoritative sources of the Vedas scriptures that those addicted to vice, who perform no expiation nor feel any repentance, go to terrible hells full of misery.

Madhva

Here by the word kula dharma (getting spoiled), Arjuna also means jAti dharmah, meaning the duties of each caste, and AshRama dharma, meaning that the relationships between the castes are indicated as well. anushushRuma means we have heard in the line of paramparA disciplic succession that persons who are addicted to sinful activities, yet who do not make atonement or repent, are damned to excruciatingly painful and terrifying hells.

Keshava Kashmiri

Arjuna is supporting his argument by affirming that he has heard from respectable sources in disciplic succession, that those who are responsible for destroying righteousness reside permanently in hellish existence. Therefore, this decision to fight is not the wisest of choices.

Jnaneshwar

Arjuna said, “The whole family, being affected by various sorts of sins, is damned to suffer dreadful Hell; and once one gets there, there is never any escape from there and in this way, the fallen family suffers throughout all eternity."

Overall Meaning

With this shlOka, Arjuna concludes his plea to Krishna on why war is evil, as seen from its deleterious consequences on society as a whole. He says that in families where jAti dharma, kula dharma, and AshRama dharma – the duties of different varNas and castes, the spiritual traditions of the family such as performing tarpaNa and shrAddha, and the tradition of the four stages of life – celibacy, married life, retirement, and renunciation – where all these are not observed, the entire families sink into hell for eternity – so he has heard from wise sages.

Chapter 3, Verse 24

Original Sanskrit Shloka

उत्सीदेयुरिमे लोका न कुर्यां कर्म चेदहम्।
सङ्करस्य च कर्ता स्यामुपहन्यामिमाः प्रजाः।।

Transliteration

utsIdEyur imE lOkA na kuryAm karma cEd aham
sankarasya ca kartA syAm upahanyam imAha prajAha

Word-by-word Translation

cet – if; aham – I; na kuryAm – cease to perform; karma – prescribed actions; imE lOkA – the inhabitants of all the worlds; utsIdEyuhu – would be put into ruin; ca – and; aham – I; syAm – would be; kartA – the cause; sankarasya – of unvirtuous population; ca – and; upahanyam – would destroy; imAha – all these; prajAha – living entities.

Free Translation

If I cease to perform prescribed actions, the inhabitants of all the worlds would be put into ruin, and I would be the cause of unvirtuous population, and would destroy all these living entities.

Commentaries

Shridhara

What would happen if Krishna ceased to do his prescribed duties? Lord Krishna states that the world would degenerate and decay, due to the absence of prescribed Vedic activities, and that He would be the cause of the pollution of traditional values of the masses and the destruction of society.

Ramanuja

If Lord Krishna of infallible will, the Supreme Lord of all, and in whose control the entire phenomenal display of the total material creation is created, maintained and preserved, by His inconceivable potency – if He were not to conduct Himself seriously, and were to omit performing prescribed Vedic activities for the benefit of all the worlds, then others, seeing Lord Krishna's indifference, would also conduct themselves indifferently, following His example.

When Lord Krishna took birth, seemingly as a human being, as the son of the great righteous King Vasudeva, he conducted Himself in all ways and manners as appropriate for his position in society as a prince of the royal Kshatriya, or warrior class. If Lord Krishna acted otherwise, all mankind have would begun to imitate Him, thinking that such actions were virtuous - the worthy actions of a worthy son from a worthy father, the righteous King Vasudeva. In this way, Lord Krishna is explaining that if He failed to perform Vedic activities, mankind, following His example, would be led in a negative way into a hellish perdition, unable to purify themselves enough so they could achieve Atma-tattva, or soul realization. This would be considered as a very serious offence, and Lord Krishna would be at fault.

By not setting the example of what is righteous, and by not following the traditions and customs established by performing the activities prescribed in the Vedic scriptures, all humanity would deviate from righteousness, and become totally lost. If Lord Krishna failed to respect the injunctions and prohibitions of the Vedic scriptures, then the whole world would take that to be the standard of righteousness and the final verdict. There would soon ensue the mixing of classes, and a mixture of moral and immoral standards in the class of pure and righteous people, leading to the complete degradation of society. Lord Krishna is stating that, if He failed to follow and perform the Vedic injunctions, then it would be the cause of the destruction of society. This is the purport. Also, if Arjuna who was world-famous for never having been defeated in battle, and who was the brother of King Yudhishthira, famed for his righteousness – if Arjuna refused to fight and protect dharma or righteousness, then many other worthy and noble Kshatriyas, who were protectors of dharma, might follow his example, and might also renounce their prescribed duties, and refuse to protect righteousness. This would bring destruction to the balance of the world, and ruin to the welfare of the people. Thus, it can be understood that, for specially qualified people, prescribed Vedic activities must be performed for the benefit of the entire human race and the welfare of the world.

Keshava Kashmiri

It is proper that people who follow the example of Lord Krishna are correct in their actions, as He is omniscient and the creator of all. But because He is the Lord of all, what would be wrong if He was not to engage Himself in actions?

Explaining this, Lord Krishna uses the words imE lokA utsIdEyuhu, meaning the inhabitants of all the worlds will be destroyed. If Lord Krishna, the Supreme Lord and foremost on the path in knowledge of yOga, or the uniting of the individual consciousness with the ultimate consciousness – if He would refrain from performing prescribed Vedic activities, people would follow His example and refrain from performing such actions too; and they would deviate from their duty and deviate from dharma or righteousness. Then Lord Krishna would be to blame, as the example of renouncing actions is not inspiring and beneficial for the worlds. When the duties of society are not followed, there is confusion in society, and such confusion leads to a laxity in moral standards, resulting in the mixture of different castes and unwanted children. The purport is that great harm would be caused to the people and society if Lord Krishna were to refrain from actions, and so He always performs responsible actions for the welfare and benefit of the world.

Adi Shankara

If I should not perform action, then there would be no action conducive to the continuance of the universe, and all these worlds would fall into ruin. Moreover, I would be the author of confusion of castes, and thereby destroy these creatures. Thus, though working for the welfare of the creatures, I would bring about their ruin—which would be unbecoming of me, their Lord.

Suppose, on the other hand, you — or suppose, for that matter, any other man – thinks that he has achieved his ends and has realised the Self – even so, he should work for the welfare of others, though for himself he may have nothing to do.

Jnaneshwar

Were we, in the fullness of our satisfied being, to remain absorbed in the state of the Self-realization, how would the common people fare in life's journey? The common people look up to us, observe how we act, and learn from us how to conduct themselves well. This social order, that has been established today, should not be disturbed. Therefore, O Arjuna, those especially that are powerful and are all-knowing should not abandon actions.

Overall Meaning

The same concern expressed by Arjuna in 1-39 to 1-43 is now being echoed by Krishna himself.

Krishna is trying to motivate Arjuna to fight, telling him it is his duty to fight. So he gives an example. Since Krishna is God himself, and is the sustainer of the Universe, he says that he needs to set an example. He cannot rest easy simply because he is God. If he were to stop doing his own duties, then others, following his example, will stop following their divinely-ordained duties that have come to them from the Vedas. Thus the entire Vedic order of society will be destroyed. This is what Krishna means by saying imE lOkA utsIdEyuh – the whole world will be destroyed – not physically, but morally.

It is interesting that, of all the moral lapses that could occur if people stopped following the religious teachings in the Vedas, the one that concerns Krishna the most – so much so that he needs to make a special mention of it – is the now familiar phrase, “sankaraha.” As we know from previous verses in this section, this refers to the mixing of varNas, and the children born of inter-varNa unions – what the translator refers to here as “unvirtuous population.”

The fact that Krishna equates the ruin of society to inter-varNa unions tells us how seriously the prohibition on inter-varNa (or inter-caste) unions was taken in those days, and how central it was to the maintenance and preservation of Vedic society.


Acknowledgments

I would first and foremost like to thank my wife, Sandhya Srinivasan, for giving me unstinting support in the many months and years it has taken me to do the research for this article series and write it, even though it took me away from her and our daughter for extended periods. Without her constant, unwavering, and enthusiastic support, this series would not have been possible.

I also owe thanks to Sandhya for being a strong intellectual partner in this endeavor. She has been very kind to spare time from her busy schedule to read every word of every article that I have ever written for my blog, and offer careful, considered, and critical feedback on them. Her inputs on this caste-discrimination series in the form of feedback and suggestions have been invaluable.

One friend without whom this series would not have been possible is Ganesh Prasad. He has been a source of constant encouragement, and his unflagging enthusiasm for the project allowed me to continue with it even at times when I started to wonder if the effort was at all worth it. In addition, Ganesh has been very patient and thorough in proofreading every line of every article in the series, and offering extremely valuable feedback that has greatly improved the series, from as far back as 4 years ago when he read the first draft of this series, to the final posted articles now. I owe him a debt of gratitude.

I would like to thank Dileepan Raghunathan for his help in understanding some passages in the Gita. I would also like to thank Ramdas Menon for helpful comments and feedback on the articles in this series, and for his strong encouragement and support of this series in particular, and my writing in general.

Lastly, I would like to thank the many people with whom I have had vigorous arguments on this topic, on Facebook and WhatsApp. Some of those arguments took up entire weekends, but they ended up clarifying my thinking immensely and helped me sharpen my positions.

Any errors or mistakes in this article, however, should not be attributed to any of these people, for such errors and mistakes are entirely my own fault. The contributions of my kind and patient friends and family have been only to enhance this humble work.

Caste-Based Discrimination in Hinduism – The Full Series

This is an evolving list. More titles will be added as they are published. This list is the current list of published articles.

Indexes



Disclaimer: All the opinions expressed in this article are the opinions of Dr. Seshadri Kumar alone and should not be construed to mean the opinions of any other person or organization, unless explicitly stated otherwise in the article.

Sunday 26 March 2017

The Scriptural Sanction for Caste-Based Discrimination in Hinduism. Part II.

The Scriptural Sanction for Caste-Based Discrimination in Hinduism. Part II


The Scriptural Sanction for Caste-Based Discrimination in Hinduism

Part II

The Bhagavad Gita, As It REALLY Is

BG0: Summary Article

Written by Dr. Seshadri Kumar, 27 March, 2017


Bhagavad Gita Series Abstract

This series on the Bhagavad Gita is part of a larger series of articles which examine the important question: Is caste-based discrimination in Hindu society an intrinsic part of Hinduism? Is it sanctioned in Hindu scripture? Or is it simply a social custom arrived at by distorting the scriptures?

A key attendant question is: Is caste, according to Hindu scripture, a rigid status that accrues to an individual only by virtue of birth in that caste, and hence unchangeable during that person's life? Or, is it a more fluid descriptor of a person that can change during a person's lifetime? In other words, is caste birth-based, or can it be earned?

To examine this question, I investigated every verse in the Bhagavad Gita that has any relationship to the issue of varNa, the overarching concept that contains the concept of caste, and subjected each of these verses to a detailed analysis, using both the literal meaning of the Sanskrit shlOkas as well as the commentaries of highly respected commentators on these verses. I viewed the verses both in isolation and in the overall context of the Bhagavad Gita, as well as in the overall context of Hindu theology and philosophy. The results of my study are presented in a seven-part series (BG1 to BG7), which is part of my larger series on caste in Hinduism.

I conclude that caste and caste-based discrimination are fundamental to the very foundation of Hinduism as expressed in the Bhagavad Gita.

They are not a distortion of the scriptures of Hinduism. Far from being an added social custom, the birth-based caste system is at the very basis of Hindu thought.

The caste system, as seen today, is largely a faithful representation of Lord Krishna’s words and intended meaning in the Bhagavad Gita. The central arguments in the Bhagavad Gita itself would collapse without the support of caste-based discrimination. The system, therefore, is expressly sanctioned in the Bhagavad Gita.

In this seven-part series, I present the original Sanskrit text of each verse discussed, its transliteration, its word-by-word meaning, its free translation, and the commentaries of six major interpreters of the Gita: Adi Shankaracharya, Ramanujacharya, Madhvacharya, Shridhara Swami, Acharya Keshava Kashmiri, and Sant Jnaneshwar. Based on all these, I draw overall meanings for each verse, and overall conclusions for each group of verses. Finally, I draw overall conclusions on the scriptural sanction for caste-based discrimination in the Bhagavad Gita.

The current article (BG0) is a concise summary of the ideas in the Gita discussed in this seven-part series that follows this article. It does not discuss chapter and verse, but presents the main ideas in an easily understandable way. It is designed to serve as an introduction before one wades into the more detailed discussions in BG1-BG7 (Parts III to IX of the Overall Caste Discrimination Series).


Current Article Abstract

In the present article, Part II of the series, I examine the famous Hindu scripture, the Bhagavad Gita, or song of God, to see what it has to say about caste. The main conclusions about the role of caste in the Bhagavad Gita are given in the present summary article, without discussing chapter and verse. The ideas are presented from the point of view of Arjuna, who is debating as to whether a war in which his close relatives and teachers will have to be killed is worth fighting.

To this, Krishna tells Arjuna that he would not be killing anyone, but only their bodies, as their souls (AtmAs) are immortal. Krishna informs Arjuna that the soul is reborn again and again in physical bodies, and the goal of human existence is to exit this cycle of birth and death, known as samsAra.

He tells Arjuna that Arjuna should not fight for gaining any wealth, land, or kingdom, but fight this war because it is his duty as a Kshatriya to defeat evil, and he should do this as an offering to God, to Krishna himself, with no desire for the rewards that accrue from his actions (nishkAma karma).

Arjuna then asks Krishna why it is his duty to fight for good over evil, and Krishna informs him that He (Krishna) has divided humanity into four varNas - Brahmana, Kshatriya, Vaishya, and Shudra, and assigned duties for each of them in consonance with the fundamental, pre-natal qualities of their souls, known as guNas. These guNas have been fashioned in a person by his actions over millions of past lives. A person gets the birth that is consistent with the guNas he possesses. There are three fundamental guNas that are, in order of descending merit, sattva (goodness), rajas (passion and activity), and tamas (darkness). An AtmA with a preponderance of sattva gets born as a Brahmin (priest/teacher), because the duties of Brahmins (teaching, learning, devotion) are consistent with that guNa; an AtmA with a preponderance of rajas gets reborn as a Kshatriya (warrior/king), because the rAjasik qualities of passion and activity are consistent with the duties of warfare and rulership; one with a combination of rajas and tamas, but with rajas dominating, is born as a Vaishya (merchant/farmer), because the passion for money and the activity needed for obtaining it are consistent with mercantile professions; and one with a preponderance of tamas is born as a Shudra (servant castes), because the indifference to learning, lack of faith, and laziness renders such a person incapable of any duty except servitude. The duties of a varNa are therefore consistent with the quality of the AtmA — only an AtmA which has the appropriate guNas to discharge the duties of a varNa is born into that varNa. Krishna also informs Arjuna that under no circumstances must one do the duty of a varNa other than his own, for he would incur sin. Given all these arguments, Arjuna agrees to fight.

Hence the foundation of the Gita is that a person is born into a varNa because of the guNas associated with his AtmA, and has a dharma, a duty associated with that varNa, that he is divinely ordained to follow. It is because of this that Arjuna has to fight in the war, even though he would very much prefer to be a sage and meditate on Krishna, on God, and attain mOksha, or release from samsAra — he was born a Kshatriya, and fighting for good over evil is his divinely-ordained duty.

Thus, without varNa-based discrimination (division of duties according to varNa), Arjuna could never be persuaded to fight in the Great War of the Mahabharata. Caste-based (or, more precisely, varNa-based) discrimination is therefore at the heart of the arguments of the Bhagavad Gita.


Table of Contents

Numbering Scheme
Background of the Bhagavad Gita
In a Nutshell: The Role of Caste in the Gita
Why Should Arjuna Kill his Relatives?
Will AtmAs perennially Remain in the Cycle of samsAra?
Why Must Arjuna Covet a Kingdom So Badly?
Why is it Arjuna’s Duty to Fight as a Kshatriya?
Why is One’s varNa-Based Duty Fixed?
Is There No Way Out of This?
Implications of the Message of Gita on the Role of Caste
“Duty” is Only Defined Within a varNa
The varNa System Maintains Social Order
Inter-varNa Unions are Restricted
The Relation Between varNas and jAtis (Castes)
Conclusion
A More Detailed Exposition
Acknowledgments
Caste-Based Discrimination in Hinduism – The Full Series
Note on Gender Conventions
Glossary of Important Sanskrit Words Used in the Gita
Transliteration Scheme


Numbering scheme

The numbering scheme followed in this entire "Caste Discrimination in Hinduism" series is that each article has an number in the overall sequence of articles in the "Caste Discrimination in Hinduism" series, represented by Roman numerals. Within the larger series, individual series articles, dealing with individual scriptures, are numbered using scripture initials and Arabic numerals. For instance, the articles in the Bhagavad Gita series are numbered as BGN, where N is the number of the article in the Bhagavad Gita series.


Background of the Bhagavad Gita

The Bhagavad Gita (often referred to simply as “the Gita”) is part of the Mahabharata, a tale of internecine conflict between two sets of royal cousins, the Pandavas and the Kauravas, over control of the kingdom of Hastinapura, near modern Delhi. In the Mahabharata, the climactic moment of the epic is when, after all other possibilities are exhausted, the two sides, along with their allies, assemble at the battlefield in Kurukshetra (in modern-day Haryana in north India) to fight for the kingdom.

Just as the battle is about to begin, Arjuna, one of the great heroes on the Pandava side, has second thoughts about the moral correctness of the course he is about to embark on. He wonders if a kingdom won after killing his near and dear ones, such as his beloved grand-uncle Bhishma or his arms teacher Drona, who are duty-bound to fight for his enemies the Kauravas; or even the Kauravas themselves who, though mortally opposed to him, are still his cousins; is worth the battle. The god Krishna, a human incarnation of the eternal God Vishnu, who serves as Arjuna’s charioteer in the Mahabharata War (i.e., as a non-combatant) despite being a great warrior himself, then advises Arjuna on the correct course of life and convinces him to fight.

The questions that Arjuna puts to Krishna and the answers that the Krishna makes to Arjuna, with explanations on the true nature of life, the multiple ways of achieving salvation in life, and the union of the human soul with the divine, form the Bhagavad Gita, the “Song of God,” which runs to 700 verses. The composition of the Bhagavad Gita is dated to between the 5th and 2nd centuries BCE.

The Bhagavad Gita is a book of high philosophy, and talks about the reasons for performing actions in life, the definition of “right” action, and the purpose of life itself. Many Hindu scholars and saints consider the Gita to be the very essence of all the Vedas and Upanishads – a concise summary of the essentials of Hinduism. It is for this reason that many consider it the holiest book in Hinduism, although Hinduism does not have a single Bible, unlike Abrahamic religions. As proof of its special position in the Hindu scriptural canon, Hindu witnesses in Indian courts are made to swear on the Bhagavad Gita that what they testify is the truth.


Back to TOC


In a Nutshell: The Role of Caste in the Gita

To understand the message of the Gita, we must first remind ourselves of the principal reason the Gita was taught by Krishna to Arjuna. That reason is that Arjuna refuses to fight, saying that he sees no point in winning over a kingdom after killing all his relatives.

Everything that Krishna tells Arjuna in the Gita is said with a view to convincing Arjuna that he must fight and that his reasons for not fighting are wrong. This is because, according to Krishna, the Great War in the Mahabharata is a war between good and evil. The Kauravas represent evil and must be defeated – and Arjuna is the most appropriate and qualified agent of good who can achieve this. Hence Krishna counters many of Arjuna’s excellent questions with his answers, which form the message of the Gita.

Unlike many other Indian scriptures, the Gita is a document of remarkable unity in thought. The portrait of Hindu thought and Hindu society that it presents is a complete and reasonably coherent one.

To better present the summary of the ideas of the Gita, I will discuss them from Arjuna’s perspective. The answers to Arjuna’s objections capture the message of the Gita. In what follows, I will not quote chapter and verse to justify my statements: those references can be found in the Detailed Exposition in subsequent parts of this series.

In the next few sections, I present Arjuna’s doubts and objections, and Krishna’s answers to them.


Back to TOC

Why Should Arjuna Kill his Relatives?

Krishna answers that Arjuna would be killing nobody, as there is a distinction between the body and the soul (Atman or AtmA) — the body perishes, whereas the AtmA is eternal.

Krishna answers that Arjuna would be killing nobody, as there is a distinction between the body and the soul (Atman or AtmA) (See Glossary) – the body perishes, whereas the AtmA is eternal. So he cannot possibly kill Bhishma, Drona, or his cousins, because all he can kill are their bodies. Their AtmAs are immortal. Just as a person casts off old clothes and puts on new clothes, the AtmA discards an old body at the time of death; rises to the higher planets, enjoys the rewards or suffers the punishments for its deeds in that birth; and, having exhausted both, enters a new body as a baby. This repeating cycle of birth followed by death, followed by birth again is called samsAra. It is, therefore, pointless to grieve about death, since what is dying is only the perishable body, not the immortal, imperishable soul.


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Will AtmAs perennially Remain in the Cycle of samsAra?

The goal of human existence is mOksha – the liberation from the cycle of samsAra, whereby the Atman of the human being merges with the paramAtmA of the Lord, and is freed from the cycle of birth and death.

Krishna answers that the cycle can be broken, and that this is the purpose of human existence. The Universe is pervaded by the Universal divine consciousness, known as brahman or paramAtmA. brahman (not to be confused with the varNa of Brahmana - pronounced brAhmaNa - or Brahmin, mentioned in Part I) exists in every living and non-living thing in the Universe. The goal of human existence is mOksha – the liberation from the cycle of samsAra, whereby the Atman of the human being merges with the paramAtmA of the Lord, and is freed from the cycle of birth and death. But for this, the AtmA must be enlightened. There are many paths to enlightenment, such as the path of karma yOga (the discipline of performing righteous, selfless duty as service to God), jnAna yOga (the discipline of knowledge of the scriptures, and the discernment of the glories of God), and bhakti yOga (the discipline of absolute devotion to God). karma in Sanskrit means action; jnAna means knowledge; and bhakti means devotion.


Back to TOC

Why Must Arjuna Covet a Kingdom So Badly?

Krishna explains that this is to be done by “nishkAma karma,” or “action without attachment.” Arjuna must fight, but fight as a duty, and do it as an offering to the divine Krishna.

Krishna answers that Arjuna is looking at the issue in completely the wrong way. Arjuna must fight – but not for greed for the kingdom. He must fight because the Pandavas are on the side of virtue, and their cousins the Kauravas are on the side of vice and evil, and it is his duty as a Kshatriya (the warrior varNa, described in Part I) to fight to protect the good and destroy evil. However, he must fight only for this principle, not for obtaining the kingdom, even if he obtains the kingdom as a by-product. Krishna explains that this is to be done by “nishkAma karma,” or “action without attachment.” Arjuna must fight, but fight as a duty, and do it as an offering to the divine Krishna. (kAma is the Sanskrit word for attachment; hence nishkAma means “without attachment.”)


Back to TOC

Why is it Arjuna’s Duty to Fight as a Kshatriya?

Krishna explains that he, as the Supreme Consciousness in the Universe, has partitioned society into the four “varNas” – groupings based on birth-based professional categories.

Each varNa has a divinely-ordained duty, known as dharma, consistent with the aforementioned distinctions of priests and teachers, warriors and kings, merchants, and menial workers.

One is born into a varNa, and cannot change it in his lifetime … All he can do is do his duty to the best of his ability, do it with no attachment to the rewards of his actions, and do it as service to God.

Krishna explains that he, as the Supreme Consciousness in the Universe, has partitioned society into the four “varNas” – groupings based on birth-based professional categories. The four varNas are those of the Brahmins, or priests and teachers; the Kshatriyas, or warriors and kings; the Vaishyas, or merchants; and the Shudras, or those tasked with menial duties. There is a clear hierarchy of status and privilege among the varNas: the Brahmins are the noblest and highest, the Kshatriyas come afterwards, followed by the Vaishyas. The Shudras are lowest in the hierarchy.

Each varNa has a divinely-ordained duty, known as dharma, consistent with the aforementioned distinctions of priests and teachers, warriors and kings, merchants, and menial workers. Therefore, if you are born in the varNa of Brahmins, for example, it is your divinely-ordained duty to learn the Vedas and other holy scriptures, spend your time in worship and teaching of those same scriptures, and advise the other castes on right conduct. If you are born in the Kshatriya varNa, likewise, your divinely-ordained duty is to serve in the military and in positions of kingly authority, and protect the people who are your subjects, based on upholding good and destroying evil. If you are born in the Vaishya varNa, your divinely-ordained duty is to engage in trade and agriculture for the benefit of society in as fair a manner as possible. And if you are born in the Shudra varNa, your divinely-ordained duty is to serve the other three varNas in as best a way as possible, and accept what they give for those services in return. It is the duty of the other three varNas to take care of the Shudra varNa. This entire set of rules is known as varNa dharma.

One is born into a varNa, and cannot change it in his lifetime. Arjuna is born as a Kshatriya; therefore he must do the duty of a Kshatriya. He must fight. He cannot give up arms and become a man of peace. All he can do is do his duty (fighting for good against evil) to the best of his ability, do it with no attachment to the rewards of his actions, and do it as service to God.

Similarly, a Brahmana should engage in learning and teaching, but not for profit – rather to spread the knowledge of scripture to deserving students. A Vaishya’s profession inherently involves the earning of profit, but he must do it as a divine duty, and in as fair a way as possible, because he fulfils an important social role. Because of the nature of his duty, he cannot ever do his duty in a nishkAma sort of way. And the Shudra must serve the other three varNas, and not complain about it, because that is the duty enjoined upon him by the scriptures.


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Why is One’s varNa-Based Duty Fixed?

Krishna explains that this is because of the three modes of material nature, also known as the guNas. These are the mode of goodness, known as the sattva guNa, the mode of passion, known as raja guNa (or rajas), and the mode of darkness, known as tama guNa (or tamas). There is a clear hierarchy among the three guNas – the sattva guNa is the purest and noblest, followed by the raja guNa, and finally by the tama guNa, which represents the worst qualities of human beings.

After all, Krishna had praised the path of knowledge (jnAna yOga) earlier. Arjuna would like to drop his weapons, not kill anyone, go to the forest and meditate on the Supreme Consciousness, study the scriptures, converse with holy sages, and attain the unity of his Atman with the paramAtmA, following the path of knowledge, as Brahmins often do. Why is Arjuna not allowed to do so?

Krishna explains that this is because of the three modes of material nature, also known as the guNas. These are the mode of goodness, known as the sattva guNa, the mode of passion, known as raja guNa (or rajas), and the mode of darkness, known as tama guNa (or tamas). There is a clear hierarchy among the three guNas – the sattva guNa is the purest and noblest, followed by the raja guNa, and finally by the tama guNa, which represents the worst qualities of human beings.

The human body is known as the kshEtra, or the field of activities. The human body is constituted of prakRuti, which can be technically translated as nature; but in Hindu philosophy, it actually is a broader concept than that. prakRuti consists of the five natural elements: air, fire, water, earth, and ether; but it also encompasses manas (mind), buddhi (intelligence), and ahamkAra (ego). This is known as the eight-fold constitution of prakRuti. (The difference between manas and buddhi is that manas is the part of the mental faculty that senses and processes; buddhi is the part of the mental faculty that makes judgements and decisions.)

But what gives life to this prakRuti to make a living being, or jIva, is the AtmA. The AtmA is also known as the kshEtrajna, or the knower of the field, because it is the AtmA that senses the body and its functions; it monitors the actions of the body. The AtmA brings along with it the guNas that are imprinted on it. Each AtmA has imprinted upon it a certain percentage of each guNasattva, rajas, and tamas. In other words, each soul has a pre-natal tendency towards different kinds of actions.

In the beginning, the creator endowed all souls with the sattva guNa. But, owing to their actions and choices in each life, souls acquires more of one guNa or the other. When humans start to deviate from the path of righteousness, the sattva guNa in them starts to reduce, and the rajas and tamas guNa in them starts to predominate. After each of its millions and millions of births, each soul has a new imprint on it, based on its good or bad actions in all its past births, of certain levels of rajas, tamas, and sattva.

The AtmA achieves birth in a body within a certain varNa, based on the guNas that are imprinted on it. Thus, an AtmA with a high level of tamas will likely be born as a Shudra; the AtmA with a high level of rajas will be likely born as a Kshatriya; one with rajas and tamas combined equally will be born as a Vaishya; and an AtmA with a high level of sattva will be born as a Brahmin.

So the fact that Arjuna has been born as a Kshatriya is a consequence of his merits or demerits in millions of birth prior to this one; all those births have imprinted upon his soul a predominance of rajas; and therefore in this birth, he has to do his divinely-ordained duty for his varNa, which is that of the Kshatriya.

Krishna says clearly that even if one is better at the duties of a different varNa, and considered to be poor at doing the duties of his own varNa, it is considered superior to do his own varNa-dictated duty than do the duty of another varNa.

The embodied living being is therefore the combination of prakRuti, the AtmA, and the guNas that have ensnared the AtmA. The AtmA is bound to act in certain ways, depending on what guNas are attached to it. For example, if a human being (an embodied soul, a jIva) possesses an AtmA with a high percentage of sattva, that person will engage largely in virtuous deeds and in contemplation of God; he will largely perform actions without expectation of reward. Someone with a high level of tamas will wander through life in ignorance and superstition; he will care neither about actions nor about their fruits. He is so lazy that he never seeks out the truth. And one whose AtmA is dominated by rajas will engage in passion and activity all his life – he will seek out food, women, liquor, and possessions for pleasure; he will be of an active disposition and fight for territory and kingdom; he will be a slave to his senses and always perform actions for rewards.

The AtmA achieves birth in a body within a certain varNa, based on the guNas that are imprinted on it. Thus, an AtmA with a high level of tamas will likely be born as a Shudra; the AtmA with a high level of rajas will be likely born as a Kshatriya; one with rajas and tamas combined equally will be born as a Vaishya; and an AtmA with a high level of sattva will be born as a Brahmin.

So the fact that Arjuna has been born as a Kshatriya is a consequence of his merits or demerits in millions of birth prior to this one; all those births have imprinted upon his soul a predominance of rajas; and therefore in this birth, he has to do his divinely-ordained duty for his varNa, which is that of the Kshatriya. His job is to be a warrior and fight for good; rule over his kingdom; and govern his subjects fairly.

And so, to Arjuna who is vacillating about whether he should fight or give up arms and become a sage, Krishna tells him in no uncertain terms that he is not allowed to give up his varNa-dictated duty. To emphasize the point, he says clearly that even if one is better at the duties of a different varNa, and considered to be poor at doing the duties of his own varNa, it is considered superior to do his own varNa-dictated duty than do the duty of another varNa.


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Is There No Way Out of This?

Over millions of rebirths, an AtmA can achieve the highest birth, corresponding to the purest of the sAttvika (endowed with sattva) guNas, and prepare itself for mOksha, provided that, in every birth, the jIva associated with the AtmA, obeyed its varNa dharma, was devoted to God, and prayed to God for helping its AtmA become free of samsAra – for such a feat (of exiting samsAra) is only possible by divine Grace.

From this description, it should also be obvious that changing one's varNa is not possible without rebirth.

One may wonder from the previous section that if a jIva is forced to behave in certain ways because of the imprint of the guNas that his or her soul is born with, can he or she never get better? The answer is given by Krishna, who clearly explains it as though one might explain the presence of a ladder. It is clear from what he says that humans have free agency in determining their actions for better or worse.

Thus, for example, if one is born as a Vaishya, one can try to study the Vedas; one can perform his duty to the best of his ability, whilst always remembering the Lord in his mind; one can do virtuous acts, such as give alms to the needy; and one can listen to the words of learned saints and understand the path to salvation. Consistent effort in this direction during his entire life will ensure that the balance of guNas attached to his AtmA gradually increases in the direction of sattva and reduces in the direction of rajas and tamas. The guNas are therefore very dynamic. However, since the imprint of the guNas on the AtmA have not happened in just one life, erasing them will also not be easy in one birth. It will likely take several births of high living to improve the quality of one’s guNas. Eventually, after many rebirths, this Vaishya may even be reborn as a Brahmin because of consistently good behaviour in his many births.

And similarly, if one is born a Brahmin, one can either devote himself completely to spiritual knowledge, action without expectation of rewards, and remembering the Lord, and he might escape samsAra; or, he can, despite being born as a Brahmin, yield to vices, engage completely in activities that focus on passion – sex, food, liquor, money, property; he might live a life of complete indiscipline; he might completely disregard the holy Vedas – and by doing so, reduce the imprint of sattva on his AtmA and increase the imprint of rajas on his soul, thereby ensuring a future birth in the lower varNa of Kshatriyas. If he lives a life of ignorance, sleep, and indifference, his fate in future births could be worse, and he could be born as a Shudra. It is for this reason that being born in the varNa of Brahmins is considered so special, because it implies that the AtmA has had many births in the past where the jIva it was attached to performed very virtuous deeds; and by doing so, they have brought the AtmA very close to the possibility of exiting samsAra.

In this way, over millions of rebirths, an AtmA can achieve the highest birth corresponding to the purest of the sAttvika (endowed with sattva) guNas, and prepare itself for mOksha, provided that, in every birth, the jIva associated with the AtmA, obeyed its varNa dharma, was devoted to God, and prayed to God for helping its AtmA become free of samsAra – for such a feat (of exiting samsAra is only possible by divine Grace.

From this description, it should also be obvious that changing one's varNa is not possible without rebirth.


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Implications of the Message of Gita on the Role of Caste

There are three main implications of the message of the Gita on caste. The first is that duty can only be defined in Hinduism with regard to varNa. The second is that, by creating this hierarchical system of varNas in society, and the promise that one can potentially be reborn in a higher stratum of society in a future birth if one performs his duty properly in this birth, social order is preserved. The third is that inter-varNa marriages are restricted, and therefore the varNa system preserves endogamy.

The following sections clarify all of these points.

The Gita, like most Hindu scriptures, talks mostly about varNa and not about jAti. Because of this, readers may be confused about the relationship between the two. That is also clarified below.


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“Duty” is Only Defined Within a varNa

Thus, the prescription of duties for the different varNas is vital to Krishna’s repeated exhortation in the Gita that detached performance of one’s duty is the path to salvation and to the union of the AtmA with the paramAtmA.

Since Krishna repeatedly talks about “prescribed duties,” it is clear that one must only do the duties that are prescribed for his varNa; else one is guilty of adharma, or unrighteousness.

As has already been mentioned, Krishna clearly mentions that one’s own duty, performed poorly, is superior to the duty of another’s, performed well. From this, it is clear that one’s dharma is not necessarily what one is intrinsically good at.

The verses in the Gita leave one with no doubt whatsoever that the maintenance of the caturvarNa (four-varNa) system of Hindu society is vital to what Krishna sees as the maintenance of dharma and the salvation of the AtmA.

It will be immediately clear on examining the message of the Gita that the very message of karma yOga, viz., “You have the right to perform actions prescribed for you, not the right to the fruits of their actions” (Chapter 2, verse 47) is complete only when the “prescribed actions” for a person are defined.

In Chapter 4, verse 13, Krishna explains that the four varNas as divisions of society that he has created for AtmAs, based on their pre-natal guNas. And Krishna describes the prescribed duties for people born in different varNas in Chapter 18, verses 41-48. In Chapter 14, he describes that one is born as a Brahmana, a Kshatriya, a Vaishya, or a Shudra, based on the guNas attached to his soul. He emphasizes in Chapter 18 what I have already expatiated above upon the duties of the different varNas – that a Brahmin’s duties are related to scholarship of the scriptures and right living; that a Kshatriya’s duties are related to fighting for the right, heroism, and leadership; that a Vaishya’s duties are related to commerce, agriculture, and cow protection; and that a Shudra’s duties consist of serving the other three varNas.

Thus, the prescription of duties for the different varNas is vital to Krishna’s repeated exhortation in the Gita that detached performance of one’s duty is the path to salvation and to the union of the AtmA with the paramAtmA. Since Krishna repeatedly talks about “prescribed duties,” it is clear that one must only do the duties that are prescribed for his varNa; else one is guilty of adharma, or unrighteousness. As has already been mentioned, Krishna clearly mentions that one’s own duty, performed poorly, is superior to the duty of another’s, performed well. From this, it is clear that one’s dharma is not necessarily what one is intrinsically good at. The example of Arjuna does not help the reader in this, for in the Mahabharata he has repeatedly shown himself to be a great hero in the martial arts. In his case, what he is clearly intrinsically good at, which is the science of arms, is also his divinely-ordained varNa duty (dharma) as a Kshatriya. But if we think of today’s world, and we think of someone born in a Kshatriya varNa, whose dharma would be to serve in the military, but who might have an affinity for and an aptitude for science, it would be adharma for him to pursue science and give up his “prescribed” vocation of being a soldier.

The Gita’s prescription for mOksha therefore also combines with it a certain social order that must be adhered to if one must not commit adharma. The verses in the Gita leave one with no doubt whatsoever that the maintenance of the caturvarNa (four-varNa) system of Hindu society is vital to what Krishna sees as the maintenance of dharma and the salvation of the AtmA.


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The varNa System Maintains Social Order

The varNa system and the system of guNa-based rebirths is a system of rewards and punishments. I may not achieve mOksha in this lifetime even if I do good deeds, perform my Vedic duties as part of my varNa, and engage in constant contemplation of God. However, I know that in my next birth, owing to the guNas arising from my good karmas in this birth, I will have a better shot at attaining mOksha.

The varNa system therefore acts as a carrot-and-stick measure for motivating the behaviour of people belonging to Hindu society, and to ensure that the social order is not disturbed. The varNa system tells those in the lower social strata that they cannot blame anyone for their low status except themselves; for, had they lived virtuous lives in their past births, they would not be in this situation. They must have led lives of passion and ignorance to end up in a low social stratum. And likewise, they must not resent those, such as Brahmins or Kshatriyas, for their higher status in society – for their higher status is not due to any favouritism, but due to the good deeds that they did in their past lives.

The varNa system has one more role to play in addition to what I have just stated. One can certainly argue for a looser interpretation of the Gita, and say (many have done this in modern times) that what Krishna said can be interpreted in modern times as implying that whatever one sees as one’s dharma, one must do it in a nishkAma way (without attachment to the rewards arising from one’s action) – so, for example, if one is an electrical engineer or a postman or a cook, one must do that duty to the best of his ability, with no attachment to the rewards (monetary or otherwise) from that job – one may get a salary for doing that job, but one’s focus must be on excelling in his profession and not on the salary – and one must do that job in the spirit of service to God.

There is much to be said for the salutary effects of such an interpretation. However, the question then arises: how does one attain mOksha from samsAra, the cycle of birth and death? Krishna lays down several instructions on how one can achieve the union of the AtmA with the paramAtmA. He talks about studying the Vedas and other scriptures to understand the role of God better; he talks about how to become a detached yOgI, how one can meditate on the Supreme so that one can perceive the AtmA within oneself and, later, understand that the AtmA within is part of the all-pervading brahman. He talks about how one can be constantly engaged in the loving contemplation of God and move towards understanding that God lives within oneself.

But, in spite of all that, can one guarantee mOksha by doing all this? Can one be sure that one will escape samsAra? The answer is, of course, no. There is no guarantee of this. By doing virtuous deeds, by engaging oneself in constant contemplation of God, one can improve the ratio of sattva in one’s jIva to rajas and tamas, but one cannot ensure that one’s AtmA is completely enveloped by sattva guNa. Even being 95% sattva does not ensure that you will escape rebirth.

That is why the system of guNas and varNas that Krishna describes is such a useful concept in maintaining the social order. The varNa system and the system of guNa-based rebirths is a system of rewards and punishments. I may not achieve mOksha in this lifetime even if I do good deeds, perform my Vedic duties as part of my varNa, and engage in constant contemplation of God. However, I know that in my next birth, owing to the guNas arising from my good karmas in this birth, I will have a better shot at attaining mOksha. Perhaps I will be born in my next birth into a family that constantly engages in the study of the scriptures, in praising God, in deep meditation on the Supreme, and this might help me get closer to achieving the union of my AtmA with the paramAtmA.

On the other hand if, despite having been born in exactly such a family in this birth, one engages in activities related to the nature of passion and ignorance rather than goodness, one risks being born in the next birth in a much worse birth – better or worse being determined by how easy it will be for one to achieve the ultimate purpose of uniting with the Supreme consciousness. A child born in a family that devalues learning (such as a Shudra family, according to the Gita) is less likely to develop his or her mind to penetrate through the illusion of the world and achieve mOksha than a child born in a family where concepts of spiritual enlightenment are well-known and where members are encouraged to achieve the spiritual goal of every human and achieve mOksha.

The varNa system therefore acts as a carrot-and-stick measure for motivating the behaviour of people belonging to Hindu society, and to ensure that the social order is not disturbed. The varNa system tells those in the lower social strata that they cannot blame anyone for their low status except themselves; for, had they lived virtuous lives in their past births, they would not be in this situation. They must have led lives of passion and ignorance to end up in a low social stratum. And likewise, they must not resent those, such as Brahmins or Kshatriyas, for their higher status in society – for their higher status is not due to any favouritism, but due to the good deeds that they did in their past lives.


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Inter-varNa Unions are Restricted

The intermarriage of persons belonging to different varNas, when the man belongs to a lower varNa than the woman, is clearly seen as prohibited and sinful.

The reason for this prohibition should be fairly obvious to the reader by now. If one's birth in a certain varNa is a reward or a punishment for actions done in previous births, then one cannot be allowed to short-circuit the process by marrying someone from a different varNa. Such an action would be contrary to the divine law propounded by Lord Krishna.

There is one additional thing I must add here on the role of caste in the Gita. This is not central to the main discussion between Arjuna and Krishna, but it a concern that Arjuna expresses in the first chapter, “The Lamentation of Arjuna.” This is when Arjuna starts expressing his doubts as to whether engaging in this war, this great carnage that will destroy the families of all who are enmeshed in this conflict, is a good thing to do.

He talks about how, when the men in the family die, the women are defenceless, and might end up marrying men of lower castes, resulting in the “mixture of varNas” (“varNa-sankaraha”), which would lead to great sinfulness. The intermarriage of persons belonging to different varNas, when the man belongs to a lower varNa than the woman, is clearly seen as prohibited and sinful.

The reason for this prohibition should be fairly obvious to the reader by now. If one's birth in a certain varNa is a reward or a punishment for actions done in previous births, then one cannot be allowed to short-circuit the process by marrying someone from a different varNa. Such an action would be contrary to the divine law propounded by Lord Krishna. As punishment for such an action (which clearly used to happen in those times despite the prohibition, as is evident from descriptions in the Mahabharata), those who did marry across varNas were excommunicated from both varNas, and their children thrown into a varNa that was lower than either of the parents' varNas.

While one could argue that these are words spoken by Arjuna and not by the God Krishna, it is notable that while Krishna responded to all of Arjuna’s other concerns in this chapter, such as the killing of his relatives, the killing for greed of the kingdom, etc., by saying that Arjuna would not be killing anyone because the soul is immortal; or that he should fight, but not fight for the kingdom but to do his duty as a Kshatriya; he remains silent in agreement with Arjuna on the issue of the “mixture of castes.” He never tells Arjuna that the intermixture of castes is not a bad thing. His silence is a tacit endorsement of Arjuna’s words. One could argue that the “defilement” of a body by “intermixture” is a small concern compared to killing; yet the feeling one gets on reading these passages is that Arjuna is speaking what is generally accepted to be true when he says that the “intermixture of castes” is an undesirable evil. In addition, Krishna himself expresses this same concern in 3-24.


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The Relation Between varNas and jAtis (Castes)

It must be remembered, that varNa is simply a superset of jAti … So, if “intermixture of varNas” is a bad thing, so is “intermixture of castes.”

The only exception is that the Gita says nothing about “intermixture of castes” when both the castes being mixed are within the same varNa.

One might be tempted to argue that all the discussion in the Gita has been purely on varNas and not on jAtis. It must be remembered, that varNa is simply a superset of jAti. Therefore, if there is a restriction, for example, on a Shudra man marrying a Kshatriya woman to prevent the “intermixture of varNas” that Arjuna so fears in Chapter 1, then of course that applies to every Shudra jAti and every Kshatriya jAti. So restrictions on varNas directly amount to restrictions on jAtis (castes). So, if “intermixture of varNas” is a bad thing, so is “intermixture of castes.” The only mitigating fact is that the Gita lays no restrictions on marriages between people who belong to different jAtis within the same varNa.

And this applies to all the discussion on varNa in this chapter. Thus, if Brahmins are said to possess a higher level of sattva relative to rajas and tamas, it means, of course, that every Brahmin jAti is more sAttvik than any Kshatriya, Vaishya, or Shudra jati. And any Shudra jAti is, by definition, more tAmasik than any Brahmin or Kshatriya or Vaishya jAti. These are very important facts, for these are value judgements on a people and a community. They play a very important role in the social perception and treatment of a caste or a community.


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Conclusion

Krishna’s answers to Arjuna make it very clear that Arjuna should fight because it is his divinely-ordained duty to fight, being born as a Kshatriya. He is not allowed to do the duty of another varNa – to give up arms and become a sage, for example – because not doing the duty assigned to one’s varNa would be incurring sin and would amount to adharma.

Thus, Krishna’s arguments to convince Arjuna to fight are based on the foundation of caste-based (or, rather, varNa-based) discrimination. Arjuna must fight because he is born as a Kshatriya, and he has been born this way because of the qualities of his soul, arising from actions in past births. And he cannot perform the dharma of another varNa, because that would be incurring sin.

Thus it is clear that without caste, without varNa, the entire basis of Krishna’s arguments to convince Arjuna would become untenable.

The institution of caste (or varNa) is therefore the philosophical foundation of the Gita, and by corollary, of Hinduism itself as described by Krishna in the Gita.

A careful study of the verses in the Bhagavad Gita reveals that caste is at the very foundation of the Hindu social order. The Hindu concept of varNa is a superset of the modern concept of caste.

The jIva is perishable; the AtmA is immortal. The AtmA is reborn in body after human body in a repeating cycle of birth and death, called samsAra. The objective of human life is the union of the individual AtmA with the Supreme Consciousness, paramAtmA, and thereby escape (mOksha) for the Atma from the cycle of birth and death. For this, one must engage in the faithful performance of one’s divinely-ordained duty, dharma, related to the varNa of one’s birth, with no expectation of the rewards that may accrue from that duty.

Krishna’s answers to Arjuna make it very clear that Arjuna should fight because it is his divinely-ordained duty to fight, being born as a Kshatriya. He is not allowed to do the duty of another varNa – to give up arms and become a sage, for example – because not doing the duty assigned to one’s varNa would be incurring sin and would amount to adharma.

Arjuna, like anyone else who is born in a varNa, has only been born in that varNa because of the cumulative impact of his actions in all his previous births. Because of one’s previous births, one acquires a certain accumulation of the three qualities of material nature, the guNas – sattva, rajas, and tamas. One is born as a Brahmin if his AtmA has a preponderance of sattva imprinted on it; one is born as a Kshatriya if his AtmA has a preponderance of rajas imprinted on it; one is born as a Vaishya if his AtmA has a mixture of rajas and tamas, with rajas dominating, imprinted on it; and one is born a Shudra if his AtmA has a preponderance of tamas imprinted on it.

Thus, Krishna’s arguments to convince Arjuna to fight are based on the foundation of caste-based (or, rather, varNa-based) discrimination. Arjuna must fight because he is born as a Kshatriya, and he has been born this way because of the qualities of his soul, arising from actions in past births. And he cannot perform the dharma of another varNa, because that would be incurring sin.

Thus it is clear that without caste, without varNa, the entire basis of Krishna’s arguments to convince Arjuna would become untenable.

The institution of caste (or varNa) is therefore the philosophical foundation of the Gita, and by corollary, of Hinduism itself as described by Krishna in the Gita (since what applies to Arjuna applies to all Hindus).


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A More Detailed Exposition

In this article, I have described the message of the Gita and the role of caste in it. To keep the article short, I have not included actual verses from the Bhagavad Gita in this article.

However, serious students of the Gita, and those readers who may be unsure of the assertions in this article, will want to see the exact chapter and verse of the various points I have made.

For this reason, the verses I am referring to, along with their transliterations, word-by-word translations, free translations, and commentaries of six great interpreters, along with my own conclusions and commentary, are given in a seven-part series that immediately follows this article. This detailed exposition on the role of caste in the Bhagavad Gita clearly shows how caste-based discrimination underpins the entire basis of Hinduism.

The seven parts of the detailed exposition are organized around the following topics:

  1. BG1: The Intermixture of varNas
  2. BG2: The Creation of the Four varNas
  3. BG3: The Three guNas of Human Nature
  4. BG4: The Duties of the Different varNas
  5. BG5: The Nature of the Shudras
  6. BG6: Seeing the Universal Consciousness in All Life
  7. BG7: Summary and Conclusions

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Acknowledgments

I would first and foremost like to thank my wife, Sandhya Srinivasan, for giving me unstinting support in the many months and years it has taken me to do the research for this article series and write it, even though it took me away from her and our daughter for extended periods. Without her constant, unwavering, and enthusiastic support, this series would not have been possible.

I also owe thanks to Sandhya for being a strong intellectual partner in this endeavor. She has been very kind to spare time from her busy schedule to read every word of every article that I have ever written for my blog, and offer careful, considered, and critical feedback on them. Her inputs on this caste-discrimination series in the form of feedback and suggestions have been invaluable.

One friend without whom this series would not have been possible is Ganesh Prasad. He has been a source of constant encouragement, and his unflagging enthusiasm for the project allowed me to continue with it even at times when I started to wonder if the effort was at all worth it. In addition, Ganesh has been very patient and thorough in proofreading every line of every article in the series, and offering extremely valuable feedback that has greatly improved the series, from as far back as 4 years ago when he read the first draft of this series, to the final posted articles now. I owe him a debt of gratitude.

I would like to thank Dileepan Raghunathan for his help in understanding some passages in the Gita. I would also like to thank Ramdas Menon for helpful comments and feedback on the articles in this series, and for his strong encouragement and support of this series in particular, and my writing in general.

Lastly, I would like to thank the many people with whom I have had vigorous arguments on this topic, on Facebook and WhatsApp. Some of those arguments took up entire weekends, but they ended up clarifying my thinking immensely and helped me sharpen my positions.

Any errors or mistakes in this article, however, should not be attributed to any of these people, for such errors and mistakes are entirely my own fault. The contributions of my kind and patient friends and family have been only to enhance this humble work.


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Caste-Based Discrimination in Hinduism – The Full Series

This is an evolving list. More titles will be added as they are published. This list is the current list of published articles.


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Note on Gender Conventions

A small note on gender conventions adopted in this series: While every effort is made to avoid the use of the masculine pronoun to refer to both males and females by using plurals, the use of “one,” and other devices, there are many places where it becomes necessary to use “he,” “him,” “his,” etc., to refer to both men and women, to prevent the text from becoming too complicated. There are two reasons for this.

One is that the only alternative to using “he” as a neutral pronoun is to use the modern “they” in singular usage, which I believe to be ungrammatical, and which anyway does not have universal acclaim, especially from American writing style guides, which I prefer to follow.

The other, and more important, reason is that Hinduism, like most religions, is patriarchal. The scriptures speak only to men; the duties laid down are only for men. For example, the duty of a Brahmin was to be a teacher and a priest; but women were barred from being teachers or priests – or even getting an education, for that matter. The duty of Kshatriyas was to fight, to protect, and to rule – but women were not allowed in the army, nor were they allowed to rule. The duty of Vaishyas was to do trade; yet the traders were all men. Only men were invested with the sacred thread that allowed one to learn divine knowledge from scriptures. The only role of women was to support men in all their endeavours, and to be good housewives and mothers. So using the male pronoun, “he,” is to be consistent with Hindu scripture.

I have quoted many translations of commentaries written by other authors. In all such cases, I have not modified the gender convention which the author of those translations have preferred, and have not bothered to make it consistent with my approach.


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Glossary of Important Sanskrit Words Used in the Gita

As this is a blog written in English, but discusses deep Hindu concepts, a glossary is in order. It must be remembered that the translations provided are approximate. A comprehensive description of the terms mentioned here will be found in the different articles themselves, where terms like guNa, karma, AtmA, and paramAtmA, for example, are discussed threadbare. But this glossary should still serve as a useful starting point for those who encounter unfamiliar Sanskrit words.

One other point should be mentioned. English has been spoken in India for more than 200 years now, and in the process, several English words now have their own unique Indian connotation. The word "God," for instance, is seen by most English-speaking Indian Hindus as meaning the Hindu concept of God, and no Indian is likely to confuse this with a Judeo-Christian conception of God. So this God is what Indians think of as bhagvAn, not the God of Abraham. Several other English terms used here have a unique Indian conception. "Soul," for instance is understood by practically every English-speaking Hindu in India to mean the Hindu concept of AtmA. So while the use of words like "God" and "soul" may confuse a non-Indian, the meaning is amply clear to an Indian. For the non-Indian, the articles give ample clarity on what these terms mean.

adharma
Actions that are in violation of one's prescribed duty or dharma.
ahamkAra
Ego.
ajnAna
Ignorance.
ashvamEdha yajna
Horse sacrifice performed in Vedic times.
asura
Evil demigods, children of the sage kashyapa and diti.
avidyA
Ignorance: that which obscures the intelligence and thereby prevents the AtmA from achieving mOksha.
AcArya
Learned and scholarly teacher.
Alasya
Laziness, indolence.
Ashrama
One of the four stages of life, namely brahmacArya, gRuhasta, vanaprastha, and sannyAsa.
Atma tattva
Realization of the AtmA within the body as distinct from the physical body.
AtmA
The undying eternal spirit within the jIva or embodied spirit, a part of the Universal, all-pervading consciousness, brahman or paramAtmA, often translated in English as soul (the closest western concept, though distinct from it).
bhakti
Devotion; in particular, when used as bhakti yOga, the discipline of devotion to attain the realization of the Supreme Consciousness.
brahmacArya
One of the four Ashramas, or stages of life, the stage of bachelorhood and studentship.
brahman
The all-pervading, supreme consciousness in the Universe.
brahma
Same as brahman; different from Brahma (capitalized), which refers to the creator.
brAhmaNa
The highest of the four varNas: the varNa whose duty it is to study the Vedas, teach and worship. Same as Brahmin.
buddhi
That part of the intelligence that discriminates and judges; see also manas.
cAnDAla
A varNa outside the four main varNas, formed from the offspring of brAhmaNa mothers and shUdra fathers. Their job is to serve in crematoria.
caturvarNa
The institution of the four varNas of brAhmaNa, kshatriya, vaishya, and shUdra.
dEva
A demigod, an offspring of the sage kashyapa and aditi. devas rule the heavens.
dharma
Duty. Often qualified to understand exactly what duty is being referred to, but usually means varNa duty. See also jAti dharma and kula dharma.
dvija
Twice-born, referring to the fact that the first three varNas, namely the Brahmins, the Kshatriyas, and the Vaishyas, are twice-born because they are invested with the sacred thread, which is considered equivalent to being reborn.
gRuhasta
The second Ashrama of life: the stage of being a householder.
guNa
The pre-natal, inborn quality of a person - one of the three fundamental qualities of a person - goodness, passion, or ignorance.
guru
Teacher.
hiraNyagarbha
The "golden egg" or "golden womb," the origin of all life in the Universe. Also used to refer to brahma.
jAti
Caste, a subset of varNa.
jAti dharma
The duties of one's caste that one must always perform.
jIva
The embodied life form, which is formed of material constituents (prakRuti and the spirit (AtmA).
jIvAtmA
The AtmA that resides within a jIva. Used to differentiate it from the Supreme Soul, paramAtmA.
jnAna
Spiritual knowledge.
jnAna yOga
The discipline of uniting the individual AtmA with the Universal brahman through the path of spiritual knowledge.
kAma
Desire.
karma
Two meanings. Simple meaning is "actions." More complex meaning is "actions done in previous births that have reactions in the present birth."
kshatriya
The second of the four varNas in the caturvarNa system: the warrior castes.
kshEtra
The "field" of activities - the human body and mind.
kshEtrajna
The "knower" of the "field of activities," i.e., the AtmA.
kula dharma
Duties to the family or the family line.
lIla
Divine play of the God Krishna, whose purpose humans cannot easily fathom.
manas
That part of the intelligence that senses and processes. Contrast with buddhi.
mAyA
Illusion. That which clouds the intelligence from realizing the spiritual truth.
mOha
Infatuation.
narkaa
Hell.
nidrA
Sleep.
nishkAma karma
Actions that are done without desire for the rewards accruing from those actions.
paramAtmA
The all-pervading, Universal, Supreme Consciousness. Same as brahman.
pinDa
Offerings of rice balls to the spirits of the departed ancestors.
pitrI
Spirits of departed ancestors.
prakRuti
Material nature. Formed of the five elements: air, fire, water, earth, and ether, and three more elements: manas, buddhi, and ahamkAra.
pramAda
Heedlessness, carelessness, neglectfulness.
purusha
Same as Atma.
rajas
One of the three fundamental qualities, or guNas, of human nature. rajas is the mode of passion and activity, of doing things for the rewards that one gets from them.
rAjasik
Endowed with raja guNa.
sankara
Intermixture (usually of varNas).
samsAra
The cycle of birth and death that AtmAs keep going through until they attain mOksha.
samskAra
Impressions on the present life from actions, good or bad, in past lives
sannyAsa
The fourth and final stage in the life of a Hindu: the stage of withdrawal from society, retreat into the forest, and solitary contemplation of brahman.
sattva
The highest of the three fundamental qualities (guNas) of human nature, the quality of goodness.
sAttvik
Endowed with sattva guNa.
shAstra
Hindu scripture.
shlOka
Verse.
shUdra
The fourth, and lowest of the four varNas in the caturvarNa system. The only duties of the shUdras are to serve the other three varNas, because they are supposed to have a preponderance of tama guNa, that makes them unfit for any other duty.
shvapAka
A varNa outside the caturvarNa system, who is an outcast from society and only has the duty of guarding over the dead. They are supposed to eat the flesh of dogs.
svarga
Heaven.
tamas
One of the three fundamental guNas (qualities - see guNa above) - the guNa of ignorance, superstition, darkness, laziness, and sleep. Also called tama guNa.
tAmasik
Endowed with tama guNa.
vairAgya
Detachment.
vaishya
The third of the four varNas in the caturvarNa system. They are supposed to have a mixture of rajas and tamas guNas, with rajas dominating. Their duties are agriculture, cow protection, and trade.
vanaprastha
The third Ashrama in Hindu life, when one retires from active life and starts focusing on the Supreme Soul while still remaining part of society.
varNa
One of the four main four varNas of brAhmaNa, kshatriya, vaishya, and shUdra. There are other varNas outside the caturvarNa system.
varNa dharma
The set of duties that accrue to a person as a result of the varNa that he belongs to.
varNAshrama dharma
The set of duties that accrue to a person as a result of the varNa that he belongs to and the stage of life (Ashrama) that he is currently in.
varNa sankara
The intermixture of varNas.
vAsana
See samskAra.
yajna
Sacrifice to the Gods.
yOga
A discipline, science, or method. In the context of the Gita, refers to the various disciplines or methods by which one can achieve the union of the AtmA with the paramAtmA.
yOgI
A person of discipline. One who is practising a yOga.

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Transliteration Scheme

The transliteration scheme used herein is a modification of the standard Harvard-Kyoto scheme for ASCII transliteration of Devanagari script. The following tables detail the transliteration scheme.

Note that several words that have gained currency in English texts are used with their popular spellings and not spelled with their correct transliterations. Examples are Brahmana (brAhmaNa), Kshatriya (kShatriya), Vaishya (vaishya), Shudra (shUdra), Krishna (kRuShNa), Veda (vEda), and Mahabharata (mahAbhArata).

Vowels

a A i I u U E ai O au

Sonorants

R Ru LR LRu

Nasals and Aspirates

अं अः
am aha/ihi/uhu

Consonants

Velar

ka kha ga gha nga

Palatal

ca cha ja jha jna

Retroflex

Ta Tha Da Dha Na

Dental

ta tha da dha na

Labial

pa pha ba bha ma

Semi-vowel

ya ra la va

Fricative

sha Sha sa ha

Conjunct Consonants (Partial List)

क्ष ष्ट श्य त्स्न त्य त्क ष्य स्त्र ष्ण
ksha ShTa shya tsna tya tka Shya stra ShNa
स्य न्त ह्य प्त ण्ड क्र ङ्क त्स श्च
sya nta hya pta NDa kra nka tsa scha
न्न श्र ण्य द्ध्य द्ध् व्य त्र त्त्व त्व
nna shRa Nya dDhya dDh vya tra ttva tva
ङ्ग ध्न त्म द्भ स्त्व द्र स्त ञ्ज वृ
nga dhna tma dbha stva dra sta nja vRu
त्त न्प्र द्य ह्म क्त र्ग र्ज क्य ब्र
tta npra dhya hma kta rga rja kya bra
धृ क्ष्य प्य कृ ज्य र्व र्म स्व न्द
dhRu kshya pya kRu jya rva rma sva nda
र्भ भ्य च्य ष्ठ प्न ल्ब म्भ ग्न र्ण
rbha bhya cya ShTha pna lba mbha gna rNa
र्त तृ घ्न श्व प्र भृ र्य च्छ सृ
rta tRu ghna shva pra bhRu rya ccha sRu


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Disclaimer: All the opinions expressed in this article are the opinions of Dr. Seshadri Kumar alone and should not be construed to mean the opinions of any other person or organization, unless explicitly stated otherwise in the article.