Caste as Jati

Guided Reading Question

COMPARISON

What is the difference between varna and jati as expressions of caste?

As the varna system took shape in India, another set of social distinctions also arose, based largely on occupations. In India as elsewhere, urban-based civilization gave rise to specialized occupations, many organized in guilds that regulated their own affairs in a particular region. Over time, these occupationally based groups, known as jatis, blended with the varna system to create India’s unique caste-based society.

The many thousands of jatis became the primary cell of India’s social life beyond the family or household, but each of them was associated with one of the great classes (varnas). Thus Brahmins were divided into many separate jatis, or subcastes, as were each of the other varnas as well as the untouchables. In a particular region or village, each jati was ranked in a hierarchy known to all, from the highest of the Brahmins to the lowest of the untouchables. Marriage and eating together were permitted only within an individual’s own jati. Each jati was associated with a particular set of duties, rules, and obligations, which defined its members’ unique and separate place in the larger society. Brahmins, for example, were forbidden to eat meat, while Kshatriyas were permitted to do so. Upper-caste women covered their breasts, while some lower-caste women were forbidden this privilege as a sign of their subordination. “It is better to do one’s own duty badly than another’s well” — this frequently quoted saying summed up the underlying idea of Indian society. With its many separate, distinct, and hierarchically ranked social groups, Indian society was quite different from that of China or the Greco-Roman world. It was also unique in the set of ideas that explained and justified that social system. Foremost among them was the notion of ritual purity and pollution applied to caste groups. Brahmins or other high-caste people who came in contact with members of lower castes, especially those who cleaned latrines, handled corpses, or butchered and skinned dead animals, were in great danger of being polluted, or made ritually unclean. Thus untouchables were forbidden to use the same wells or to enter the temples designated for higher-caste people. Sometimes they were required to wear a wooden clapper to warn others of their approach. A great body of Indian religious writing defined various forms of impurity and the ritual means of purification.

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SNAPSHOT: Social Life and Duty in Classical India

Much personal behavior in classical India, at least ideally, was regulated according to caste. Each caste was associated with a particular color, with a part of the body of the god Purusha, and with a set of duties.

Caste (Varna) Color/Symbolism Part of Purusha Duties
Brahmin white/spirituality head priests, teachers
Kshatriya red/courage shoulders warriors, rulers
Vaisya yellow/wealth thighs farmers, merchants, artisans
Sudra black/ignorance feet labor
Untouchables (outside of the varna system; thus no color and not associated with Purusha) polluted labor

Beyond caste, behavior was ideally defined in terms of four stages of life, at least for the first three varna groups. Each new stage was marked by a samskara, a ritual initiating the person into this new phase of life.

Stage of Life Duties
Student Boys live with a teacher (guru); learn Sanskrit, rituals, Vedas; practice obedience, respect, celibacy, nonviolence.
Householder Marriage and family; men practice caste-based career/occupation; women serve as wives and mothers, perform household rituals and sacrifices, actively support children and elders.
Retirement Both husband and wife withdraw to the forests following birth of grandchildren; diminished household duties; greater focus on spiritual practice; sex permitted once a month.
Wandering ascetic Only for men (women return to household); total rejection of ordinary existence; life as wandering hermit without shelter or possessions; caste becomes irrelevant; focus on achieving moksha and avoiding future rebirth.

AP® EXAM TIP

Be prepared to compare different methods of social control across place and time, like in China and India.

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A further support for this idea of inherent inequality and permanent difference derived from emerging Hindu notions of karma, dharma, and rebirth. Being born into a particular caste was generally regarded as reflecting the good or bad deeds (karma) of a previous life. Thus an individual’s prior actions were responsible for his or her current status. Any hope for rebirth in a higher caste rested on the faithful and selfless performance of one’s present caste duties (dharma) in this life. Doing so contributed to spiritual progress by subduing the relentless demands of the ego. Such teachings, like that of permanent impurity, provided powerful sanctions for the inequalities of Indian society. So too did the threat of social ostracism, because each jati had the authority to expel members who violated its rules. No greater catastrophe could befall a person than this, for it meant the end of any recognized social life and the loss of all social support.

As caste restrictions tightened, it became increasingly difficult — virtually impossible — for individuals to raise their social status during their lifetimes. However, another kind of upward mobility enabled entire jatis, over several generations, to raise their standing in the local hierarchy of caste groups. By acquiring land or wealth, by adopting the behaviors of higher-caste groups, by finding some previously overlooked “ancestor” of a higher caste, a particular jati might slowly be redefined in a higher category. India’s caste system was in practice rather more fluid and changing than the theory of caste might suggest.

India’s social system thus differed from that of China in several ways. It gave priority to religious status and ritual purity (the Brahmins), whereas China elevated political officials to the highest of elite positions. The caste system divided Indian society into vast numbers of distinct social groups; China had fewer, but broader, categories of society — scholar-gentry, landlords, peasants, merchants. Finally, India’s caste society defined these social groups far more rigidly than in China and provided even less opportunity for social mobility.