How is the ‘class’ (varna) of an individual determined?

Contents


1. Actual spiritual practice according to the class

A. Spiritual practice means offering whatever one has unto God. A Shudra (labourer) should offer his body as he does not have anything else to offer by way of service. A Vaishya (businessman) should offer his body and wealth, a Kshatriya (warrior) his body, wealth and life and a Brahman (priest) his body, wealth, life as well as intellect for the Absolute Truth.

B. In the present times of the Kaliyug every person, to whichever class he may belong becomes a Brahman, Kshatriya, Vaishya and Shudra for some time of the day, as given in the table below.

Class
(varna)
Duration of the class during the day %
Brahman Kshatriya Vaishya Shudra Total
Brahman 40 30 20 10 100
Kshatriya 30 40 20 10 100
Vaishya 20 20 40 20 100
Shudra 20 20 20 40 100

     Every individual is a Brahman when he studies, a Kshatriya when he fights according to the situation, a Vaishya when he earns a livelihood and a Shudra when he does some physical work like cleaning his body during a bath, for some time of the day. Hence, each one needs to undertake the spiritual practice of all the four classes for some time of the day.

     If an employee in an office guides a subordinate appropriately then even though this is from the Great Illusion (Maya) it becomes spiritual practice of the Brahman class. Similarly if one gets a person receiving or giving a bribe apprehended and makes an effort to give him the due punishment then although this is a task from the Great Illusion it amounts to spiritual practice of a Kshatriya. Planning on how to fortify the financial resources of the office becomes spiritual practice of a Vaishya and obeying the instructions of one’s superiors in the office politely becomes spiritual practice of the Shudra (labourer) class. Even though this is so, one should do a little more spiritual practice of the class in which one is born and whose profession one practises.

C. The origin of the system of the four classes dates back to thousands of years ago. Since then till the present period nearly 70% of the population has been born of interclass marriages. For this reason too, each one needs to undertake spiritual practice of all the four classes for at least some time.

D. An individual is born in the class which is conducive for his spiritual progress. Hence, if a Shudra is rich as a result of his merits from previous births, his thinking that, ‘I will practise Spirituality by offering my wealth like a Vaishya’ is wrong. He must certainly offer his wealth, but according to his class he should also do physical service. As a result of performing service of both classes, instead of being born as a Vaishya (businessman) he may directly be born in a Kshatriya (warrior) or Brahman (priest) class, in his next birth.

E. If one undertakes the spiritual practice of one’s class appropriately and completely then in the next birth one is born in a higher class, e.g. if in this birth the spiritual practice of a Shudra is completed then in the next birth one may be born as a Vaishya. Later being born progressively as a Kshatriya and a Brahman one may ultimately attain the Final Liberation.

F. Individual spiritual practice, spiritual practice for the sake of society and the class (varna) : The table below gives the difference between individual spiritual practice and spiritual practice for the sake of society.

  Individual spiritual
practice
Spiritual practice for
the sake of society
1. Spiritual level of the
    seeker for whom it is
    possible %
30 70
2. Highest spiritual
    experience
Mostly Bliss, rarely
Serenity
Mostly Serenity
3. Highest spiritual
    level % attainable
70 100

     It is not possible to undertake spiritual practice for the sake of society (samashti sadhana) without doing individual spiritual practice (vyashti sadhana); hence to make rapid spiritual progress a seeker should do both. Mainly Brahmans (priests) and Kshatriyas (warriors) can undertake spiritual practice for the sake of society. In case of a Brahman it involves teaching Spirituality to others while for a Kshatriya it is sacrificing even one’s life for the protection of the society, should the need arise.

2. Comparison of the four classes

  Brahman Kshatriya Vaishya Shudra
1. The concerned
    part of the body
Head Both arms Abdomen Both legs
from the
waist
downwards
2. Right to perform
    the six actions
    (shatakarma)
       
    A. Study
         Spirituality
+ +    
    B. Preach
         Spirituality
+      
    C. Perform
         sacrificial
         fires
+      
    D. Guide at
         sacrificial
         fires
+ + +  
    E. Make
         offerings
+ + +  
    F. Accept
        offerings
+     +
3. Number of days
    of seclusion
    during the mou-
    rning period
    (sutak) (Gautam
    Dharmasutra
    14.1/4, Manu
    smruti 5.83, etc.)
10 11 12 30
4. Punishment for a
    misdeed
       
   A. Slander (abuse,
        criticism),
        e.g. criticism
       of a Brahman
       
(Manusmruti
       8.378, 8.267)
A fine of 12
pans* if one
accuses so-
meone of
theft, etc. &
24 pans if
abuses are
showered
on someone
A fine of
100 pans
A fine of
150 pans
Beating
   B. E.g. Punishment
       to a Brahman
       for killing
       someone
       
(Yadnyaval
       kyasmruti 3.236,
       Manusmruti
       adhyay 11,
       Gautam
       Dharmasutra
       22.14/16)
Undertaking
a vowed
observance
(vrat) for 12
years (living
far away from
home below
a tree with
matted hair &
observing
celibacy for
12 years)

If a
Kshatriya
is killed
then
observing
celibacy
for 6 years
or donating
1000 cows
and 1 ox

If a
Vaishya is
killed then
observing
celibacy for
3 years or
offering
100 cows
and 1 ox
in donation

If a Shudra
is killed then
observing
celibacy
for a year
or donating
10 cows
and 1 ox
5. Happiness,
    Unhappiness and
    Bliss
       
   A. Quantity of
        happiness and
        unhappiness
Close to a
spiritual level
which transc-
ends happin-
ess and
unhappiness
Happiness
is more
than
unhappiness
Happiness
is equal to
unhappiness
Unhappiness
is more than
happiness
   B. Types of
        hapiness
Sattvik Rajasik Rajasik Tamasik
   C. Happiness % 20 40 35 30
   D. Unhappiness % 10 20 35 50
   E. Bliss % 20 0 0 0
   F. A neutral state
        without happiness
        or unhappiness %
50 40 30 20
6. Quantity of destiny
    and spiritual practice
    (total 100%)
       
    A. Destiny % 30 50 70 90
    B. Spiritual
         practice %
70 50 30 10
7. Spiritual practice        
    A. Main types of
        spiritual practice
Path of
Knowledge
Path of
Meditation
Offering Service
    B. Others External obj-
ect of conte-
mplation is
unnecessary
Achieving
concentration
of the mind
by looking at
an object
(lakshavedh)
listening to a
word
(shabdavedh)
Can be
viewed
compara-
tively
Gross
spiritual
practice
8. Offering in
    spiritual practice
       
   A Intellect +      
   B. Life + +    
   C. Wealth + + +  
   D. Body + + + +
9. Comparison of
   spiritual practice
   according to the
   class
       
   A. The minimal
       spiritual level re-
       required for spi-
       ritual practice %
50 40 35 30
   B. Amount of
       annual spiritual
       progress %
2 1 0.5 0.25
   C. The maximum
       spiritual level
       attainable %
100 70 50 40
10. Quantity of
    individual spiritual
    practice and that
    for the sake of
    society(total 100%)
       
   A. Individual
      spiritual practice
      (vyashti
       sadhana) %
30 40 90 99
   B. Spiritual practice
      for the sake of
      society (samashti
      sadhana) %
70 60 10 1
11. In those with a sp-
      iritual level of 50%
       
    A. Oja [a precursor
       of effulgence (tej)]
10 6 4 2
12. Ability to know
      which time period
Beyond time Past, present
and future
Past and
present
Present
(does not
think about
past or
future)
13. Total amount in the
       Kaliyug %
1 5 30 64

*     Pan – An ancient coin with a value equivalent to eighty cowries.

3. Determination of the class

3.1 Difficulties in determination of the class

One has to be beyond the three components (gunatit) to recognise the qualities (gun) and actions (karma) of another. Only saints can do this but They too do not answer such queries and only recommend the appropriate spiritual practice.

3.2 Qualities are more important than the birth

यस्‍य यल्‍लक्षणं प्रोक्‍तं पुंसो वर्णाभिव्‍यंजकम्‌ ।
यदन्‍यत्रापि दृश्‍येत तत्तेनैव विनिर्दिशेत्‌ ।। – श्रीमद्‌भागवत ७.२१.३५

Meaning: An individual should be classified in a particular class (varna) irrespective of his birth if he possesses the decisive characteristic of that class. One’s class should be decided considering the holistic picture of the qualities of the class of the person and those of the other classes. – Shrimadbhagvat 7.21.35

The Mahabharat says that an individual’s class should be determined by birth but in accordance with his qualities and only if he possesses those qualities should he be considered to belong to that particular class.

‘Discussing on the system of classes in the Mahabharat Dr. P.G. Sahasrabuddhe has concluded that though they considered the class by birth they did not judge the potential by birth. They did not even vaguely speak of a concept from the Manusmruti which is deleterious to the welfare of the society that a Brahman (priest) should be held in high esteem only because of his birth even if he were to abandon his duties. In the ancient times the Shudras (labourers) too could study the Vedas and could adopt the stage of the renunciant (sannyasi). The 63rd adhyay (chapter) of the Shantiparva recommends all the four stages of life (ashrams) even to the Shudra who has become pure (free from sin) with his own actions.’ (1)

3.3 The role played by castes in deciding the class (varna)

Due to the difficulty in deciding the class of a person castes began to gain importance. Consequently the authors of the Smrutis began to say that like the class the caste too is determined by birth. After the period of the Sutras the class began to be determined based on the birth. It is not possible for the common man to become a Brahman with the prowess of penance like Sage Vishvamitra. Hence a rule was laid down in the interest of maintaining happiness in society that caste should be decided by birth. The restrictions of class and caste have to be followed till Self-realisation is attained; thereafter one has to preach only about the classes and stages of life is what the authors of the Smrutis write.

3.4 It is important to decide whose class (varna) is being decided

Question: Is the class to be decided by birth or by action?

Shri Gulabrav Maharaj: Of the common man by birth and of sages by action (karma). Those who have transcended the awareness of the body and harbour the spiritual emotion of “He is I (so’ham)” are beyond the classes.’ – Sadhubodh page 167

4. Change in the class

According to the influence of the yug (era) every Kshatriya (warrior) who adopted the code of conduct of a Brahman (priest) eventually became one. All their descendants became Brahmans. Some of them became the proponents of the science of Yoga and others even wrote holy texts such as the Sanhitas. Some examples of a change in the class are as follows. A Brahman dynasty started from Gargya, son of Manyu when he accepted the code of conduct of a Brahman. Similarly all the three sons of King Duritakshay became Brahmans. Priyamedh and other sons of King Ajamel also became Brahmans. All of them were princes and their fathers were evolved souls. The king is considered as an embodiment of Lord Vishnu. The ancient kings would look after their subjects with compassion just like Lord Vishnu. Should the need arise they were even prepared to sacrifice their lives for the happiness of their subjects. They believed that that itself was the king’s greatest duty. Kshatriyas transformed into Brahmans were the sons of such kings (Chapter 22, skandha 9 of Shrimadbhagvat). Vedic literature gives an account of people such as Nabhanedishtha, Bhalandan and Vatsapri who were born Vaishyas (businessmen) and then became Brahmans. The Mahabharat says, ‘Even a chaste Shudra (labourer) can become a Brahman with his qualities and actions. A Brahman who does not perform any actions is inferior even to a Shudra’. ‘During those times sages and the Brahman community accepted them. This is called the influence of the yug.

However no one in the Kaliyug has the right to do such a thing. The class and caste are to be determined by birth itself. Sut has preached Purans such as the Shrimadbhagvat, etc. to sages like Shaunak. Sut’s father was a Brahman and His mother a Kshatriya. Sut called Himself a Shudra despite His being so evolved because He was born of a mother whose class was lower than that of His father. Nevertheless he was a close disciple of Shri Shukacharya and had received the mantle of His grace. The progeny being born of a father of a higher or lower class than his spouse are called anulom and pratilom respectively. They are not considered righteous. Yet all such progeny were entitled to realise God; because if Sut was not Self-realised then Shukacharya would never have accepted him as a close disciple.’ – H.H. Kane Maharaj, Narayangaon, Maharashtra

5. Those excluded from the four classes

5.1 Meaning

This refers to the class of people ouside the four classes.

5.2 Causes

A. According to Manu

  • Manu has said, ‘Even those of lowly class were born due to non performance of actions’.

    1. शनकैस्‍तु क्रियालोपात्‌ इमा: क्षत्रियजातय: ।
        वृषलत्‍वं गता लोके ब्राह्मणादर्शनेन च ।।४३।।
        पौण्‍ड्रकाश्चौंड्रद्रविडा: काम्‍बोजा यवना: शका: ।
        पारदापह्लवाश्चीना: किराता दरदा खशा: ।।४४।। – मनुस्‍मृति, अध्‍याय १०

    Meaning: The different Kshatriya (warrior) castes such as Paundrak, Chaundra, Dravid, Kamboj, Yavan, Shak, Parad, Pahlav, Chini, Kirat, Darad and Khash became devoid of energy because they did not pay their respects to, rather because they dishonoured Brahmans and did not observe the duties of a Kshatriya. – Manusmruti, adhyay 10

  • 2. मुखबाहुरुपज्‍जानां या लोके जातयो बहि: ।
        म्‍लेच्‍छवाचश्चार्यवाच: सर्वे ते दस्‍यव: स्‍मृता: ।।४५।। – मनुस्‍मृति, अध्‍याय १०

    When Brahmans (priests), Kshatriyas, Vaishyas (businessmen) and Shudras (labourers) defaulted from their duties they were called dasyu is what the above verse (shloka) says according to the explanation by Kullukbhatt. It is incorrect to say that the three classes of the Brahman, Kshatriya and Vaishya belong to the Aryan race whereas the Shudra class does not and belongs to the dasyu clan.’

B. According to the Gurucharitra

  • 1. Any kind of bad conduct results in birth as a Chandal [28:7].

  • 2. One who worships deities other than the family deity and speaks the untruth (28:10)

  • 3. One who forsakes his duties considering them to be base and undertakes duties of another nature, be he a Brahman (priest), Kshatriya (warrior), Vaishya (businessman) or a Shudra (labourer) is itself a Chandal (one born from a Shudra father and a Brahman mother). (28:37)

  • 4. One who deserts his Guru, parents or wife (28:9)

  • 5. One who kills without reason (28:11)

  • 6. One who sells his own daughter (28:11)

5.3 One kind of those outside the classes – demons

‘In the Tretayug another class distinct from the four classes was created. This dreadful class was of the demons (asur, rakshas). However they are not referred to as a class (varna) because it would be demeaning to the terminology of class. Hence they are simply known as demons. These demons were so terrorising that they made all the subjects unhappy. They were not in the least concerned about spiritual progress and acquiring spiritual knowledge. They were ego, vanity, pride, anger, hypocrisy, egoism and desire personified. Their numbers swelled rapidly. The Brahmans (priests) allotted the task of destroying the demons to the Kshatriyas (warriors).’ (2)

 

Reference:

Varnashramvyavastha (System of classes and stages of life)’, published by Sanatan Sanstha.

Bharatiya Sanskrutikosh. Publisher: Pandit Mahadevshastri Joshi, Secretary, Bharatiya Sanskrutikosh Mandal, 410, Shanivar Peth, Pune 411 030.
First edition : Vol. 3 to 10
1. Vol. 7, Pg. 170-171

Siddha Sanatan Sanskruti. Fourth edition – 20th July, 1997. Publisher: Gagangiri Publications, Yogashram, Khopoli, Taluka Khalapur, District Raigad.
2. Pg. 21

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