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Lingayat Tradition, Adhyatma and Caste


How Bhakti Traditions Understand Caste

Dunkin Jalki

Published in: Journal of Contemporary Thought, 41 (Summer 2015): pp. 165-190.


(http://fctworld.org/2015%20Summer.htm)

Abstract

The paper begins by drawing our attention to the problems in the current understanding of
bhakti traditions. By focusing on the way the Lingayat vachanas speak about caste (or jati),
this paper suggests that the popular belief that they take an anti-caste stance cannot be proved
either through textual analysis of the vachanas or by building a consistent and strong
argument. The second part offers an alternative reading of the vachanas. It tries to show that
the vachanas saw jati as an obstacle in the adhyatmic journey of a Lingayat seeker and not as
a social problem related to hierarchy and oppression.

--- ---
An ever-increasing dissatisfaction with the studies of culture and life in Asia is a norm today.
The boom in post-colonial studies, in the aftermath of Edward Said’s Orientalism (1978), is
not only testimony to this dissatisfaction but has also, one may say, institutionalised it. There
are two dominant strands in these studies of the last three and a half decades. There is, on the
one hand, a criticism of colonialism. This is an attempt to understand how colonialism
affected Indian traditions, their self-understanding and their preferred ways of existence.
There is also, on the other hand, a criticism of problems and structures that are said to be
inherent to Indian culture. The caste system, for instance, is generally considered to be one
such structure inherent to Indian culture. Today, there is a new realisation, as this special
issue of the journal reminds us, to go beyond these criticisms and expression of
dissatisfaction. Criticism of something, if it has to be worth the resources and time of human
society, should lead us towards solutions to problems, progress in human knowledge and
more importantly, a better world to live in. Unhesitatingly we can assert that post-colonial
2

studies have begun this process decades ago and have contributed, what they can, to this
endeavour. Today, we have to build on the work done by post-colonial scholars. This is a task
of, as the call for this journal puts it, “new inquiries into humanities”. Referring to the work
of S.N. Balagangadhara, the call also warns us that no inquiry into human sciences “is likely
to happen unless we undertake the task of thinking from our ‘backgrounds’”.
The task that this paper sets itself is of the nature of thinking from our ‘backgrounds’.
The focus is not on contributing to the existing criticism of writings on Indian traditions. It
will rather provide a new model for understanding bhakti traditions, by focusing on the way
the Lingayat tradition and the Lingayat vachana literature talk about jati or caste. This,
however, needs some stage setting. It has to be shown first that the existing model of
understanding the vachanas and their stance with regard to caste is problematic. This will be
done in the first two sections and in the third and larger section, we will develop a new way
of understanding the vachanas’ take on the caste question. This is not a hermeneutic exercise
that humanistic disciplines are familiar with. It is part of S.N. Balagangadhara’s efforts to
build a comparative science of cultures, which takes the form of decolonizing the social
sciences. More specifically, it is situated within the part of S.N. Balagangadhara’s research
programme that is striving to build a theory about Indian traditions.

Modern Interpretation of Bhakti

A glance through the colonial and the modern literature on Indian traditions reveals a
consensus on dividing Indian traditions into two broad categories: those that opposed the
caste system and Brahminical ideology and those that did not oppose them, or what is worse,
even promoted them. Over the last 150 years or so, the former traditions have been dubbed
‘ante-Brahmanical traditions’ (Stephenson 1839; Stevenson 1846), ‘Little Traditions’,
following Redfield and Singer (Ramanujan 1973), ‘non-caste Hindu traditions’ (Lorenzen
1987) and, more popularly, ‘bhakti traditions’. For ease of use, we will refer to them in this
essay by their most popular name: bhakti traditions. The dominant way of speaking about the
bhakti traditions and the literature attributed to them is to see them as a social movement
against the deeply negative impact of Brahminical Hinduism on Indian society and the
ensuant caste system. The view in the following excerpt is typical of this currently dominant
understanding.
Bhakti had a wide appeal from the very beginning, not only because it recognized the
emotional approach to God as fully valid, but also because it broke down all the
barriers of privilege …. Bhakti became the way of salvation for everyone: women and
children, low castes and outcastes, could become fully recognized members of the
bhakti movement. Some of the great bhaktas are saints for Hindus, Muslims, and
Sikhs alike. Even Christians in India are beginning to accept them as theirs, finding
the religiosity of these bhaktas to be deep and genuine and utilizing their hymns in
their services. Some of the universally revered bhaktas were outcastes, like Nanda and
Cokamela, some were women like Mirabai and Antal; others were great sinners for
whom orthodoxy could not find means of salvation. Kabir, one of the finest Hindi
3

poets of medieval India, reputedly was a Muslim weaver; his songs are a favorite with
countless Hindus in northern India even today (Klostermaier 1989, 184).1
As scholars have pointed out over the years, there is something deeply unsatisfactory
about these readings of the Indian bhakti traditions. These readings thrive “on the crudest
kind of anachronism: Buddha the reformer, Ashoka the secularist, Akkamahadevi [a vachana
composer] the feminist, and so forth” (Dhareshwar 2010). They render the entire tradition
extremely inconsistent and ambiguous. Kabir and his followers, for instance, seem
ambiguous to David Lorenzen (1987, 267). Scholars have resolved this ambiguity simply by
breaking the tradition into two: the true and false traditions, or the founder’s original and
noble ideals and the followers who seem to soon bring their sect into the fold of Hinduism
and the caste system (Thapar 1989). As we see in the case of the Lingayat tradition, scholars
simply hold that it diverted from its founding anti-caste ideals and soon became a caste itself
(Lorenzen 1987, 267, 275; Schouten 1995). Scholars have also called these saint-poets
themselves inconsistent.2 Such arguments render these saint-poets and the entire tradition
built around them immoral and hypocritical. They seem to often indulge in practices that they
are said to preach against. Eleanor Zelliot finds such “ambiguity” and puzzles in the writings
of the fourteenth-century saint-poet Chokhamela. While Chokhamela is “the first authentic
voice of the Untouchable in Western India”, he also seems to accept karma, because of which
he “and his family are rejected as models for the current-day [anti-caste] movement” (in
Lorenzen 1995, 212, 217). Talking about the 15th century Lingayat saint-poets, J.P. Schouten
notes that they “were ultimately more interested in washermen mystics than in the social
position of contemporary washermen” (1995, 67).
Commenting on Schouten’s work, Robert Zydenbos notes that Schouten has been
misled by “certain modern authors in Karnataka [who] cultivate an image of Basava [the
Lingayat saint-poet] as a successor to the Buddha and a predecessor of Dr. Ambedkar, as a
champion of the socially oppressed.” And they thus “present [the Lingayat tradition as] a
hybridized form of religion which … has imbibed Western secular and Christian ideas”
(Zydenbos 1997, 527, 535). This, as we will see ahead, is an apt comment about modern
scholarship on the Lingayat tradition.

Modern Interpretations of the Vachanas

The Lingayat tradition is a bhakti tradition largely from the Kannada-speaking (and to some
extent the Telugu- and Marathi-speaking) region of South India. As it is popularly considered
today, it came into prominence in the early part of the second millennium with an ‘anti-caste
movement’, called the Lingayat or Virashaiva movement. The Lingayat saint-poets who were
part of this movement composed the vachanas over the next 800 years, giving expression to
the very views that shaped the movement. Hence, the movement is also popularly called the
vachana movement. The vachanas are a body of work in Kannada associated with this 12th
century ‘movement’. Over the years, this body of work has come to be treated as the most
prominent body of ‘Literature’ produced in Kannada, mainly because the vachanas are
ostensibly one of the earliest indigenous forms of expressing a ‘subaltern’ revolt against ‘the

1
For more examples, see (Champakalakshmi 2000; Hawley 2005; Mahalakshmi 2000;
Milner 1993; Prentiss 2000; Ramanujan 1989; Spivak 2001).
2
For some examples from scholarship in Kannada, see (Jalki 2009, chap. 1)
4

caste system.’ This image of the Lingayat tradition, community and the vachanas has been
quite dominant in modern Lingayat studies.
The following comments of a few leading contemporary scholars are typical of this
scholarship. First, the views of a well-known Kannada epigraphist, M.M. Kalburgi: “India is
a land of a ‘culture of discriminations’ [bedha samskruti] – class discrimination, varna
discrimination, gender discrimination. In a society constituted by a culture of discriminations,
only experiments of spiritual welfare can have some impact, and not social welfare.” The
Lingayat reformers of the 12th century, like Basava and Allama, he asserts, did both.3
Elsewhere, he writes,
The 12th century was the period of temples. … The temple had become the centre of
exploitation. It had become sovereign. Temples had everything, from priests to
prostitutes and indulged in everything from receiving gifts to money lending. As a
centre of exploitation and a platform of ignorance, they had come to control
everything. It was a period when the rich were building temples. Building temples
was a way of spending the money earned in sinful ways. … Poor people were unable
to build temples. Therefore, Basavanna stood for them, and said ‘I’m a poor man,
what can I do’ (Kalburgi 1998, 282–283).
In the words of another Kannada scholar, “the vachanas are full of the sayings of Virasaiva
saints, which condemn the caste system. There are several vachanas of Basava which
unequivocally condemn caste and stress conduct, and not birth, as the criterion of the good
man” (Sadasivaiah 1967, 43). According to a reputed Kannada sociologist, Hiremallur K.
Ishwaran,
The intentions of the vachanas were three fold: (1) social change, (2)
establishment of [egalitarian social] practices and philosophy, and (3) spiritual
development. Of these three, social change was important for the Sharanas.4
Their aim was to turn the hierarchy-ridden society towards equality (1997,
118).
D.R. Nagaraj, a prominent Kannada literary critic and cultural theorist, claims that “anti-caste
philosophy was the fundamental stance of the vachana movement” (1999, 183). According to
Chidananda Murthy, one of the most important epigraphists to do substantial historical work
concerning the vachanas and the ‘virashaiva movement’, “Kannadigas should be proud of
the fact that historically eight centuries ago…[a movement against the caste system] was
carried out by the vachana-composers in Karnataka” (2004, 4:726–727). This view has the
support of the most popular Western scholars from Karl Marx5 and Max Weber6 to the recent

3
The reference is to his editorial preface, “Prastavane”, to Basava’s complete vachanas
brought out by the state government of Karnataka (Kalburgi 2001, 21). Note: (a) All
translations from Kannada to English, in this article, unless otherwise specified, are mine.
The translations provided here are rather free translations than literal word-to-word
translations. (b) Diacritical marks are also omitted from the text cited here for the ease of
reading and consistency. However, Indian words have been italicized across the article,
including the texts cited from various sources. (c) All the webpages cited here were last
accessed in June 2015.
4
A sharana is a Lingayat bhakta, a seeker. The saint-poet Basava, for example, is a sharana.
5
In his June 25, 1853 contribution to the New-York Daily Tribune, Marx wrote, “Hindostan is
an Italy of Asiatic dimensions…. Yet, in a social point of view, Hindostan is not the Italy, but
5

ones, such as Sheldon Pollock (2006, 433). In his lengthy book on the Lingayats, J.P.
Schouten, claiming ample support from inscriptions, accounts of foreign travellers and
epigraphic records, says
When Basava and his fellow preachers appeared in the twelfth century, the society
was completely under the spell of the caste structure. …[A] rigid caste system
prevailed then in South India. … The bottom of the status pyramid was formed by the
large masses of untouchables who were not at all entitled to participate in religious
and social life. … The working conditions of the lowest castes were harsh and slavery
was [a] rather common phenomenon…. The untouchable class had long come into
existence. Free intercourse among castes and classes was restricted and the rules
regarding interdining and intermarrying were rigid. It was in this caste-ridden society
that the Virasaiva movement came into existence. The preaching of the leaders of the
movement, under the charismatic leadership of Basava, is preserved in their little
poems, the vachanas. It will become clear from these texts, how the Virasaiva leaders
protested against the social values and their days and what the inspiration for such
radical criticism was. Caste is [a] frequent subject in the vacana literature of the
twelfth century. In various ways, the conviction is expressed that the traditional
division of people into hereditary caste groups is untenable. The arrogant attitude of
the higher castes is severely criticized and in particular the pretensions of the
Brahmana caste are attacked. … The vachanas give ample testimony to this
egalitarian way of thinking. Especially Basava wrote many poems on this topic, in
which they clearly express his radical ideas on the equality of all people (Schouten
1995, 24–25; emphasis mine).
In fact, the view that the vachanas take an anti-caste stance and criticise Brahmanism
(if not Brahmans) seems to be so dominant and hegemonic in our times that scholars have
rarely laboured to justify it either with textual or with historical evidence. Yet, increasingly
scholars are also finding such interpretations of the vachanas unsatisfactory (Niranjana 1992;
Punekar 2004; Zydenbos 1997).
Over the last decade the research group working with S.N. Balagangadhara has raised
the strongest criticism of such readings of the vachanas and the Lingayat tradition (Hegde
and Shanmukha 2015; Jalki 2009; Jalki and Balagangadhara 2012). Here is a brief and partial
summary of the argument. Let us begin with the popular assumption that the vachanas
represent a movement against casteism. If this argument were to hold, we may reasonably
expect that most of the vachanas, if not all, should speak about ‘caste’. It can hardly be the

the Ireland of the East. And this strange combination of Italy and of Ireland, of a world of
voluptuousness and of a world of woes, is anticipated in the ancient traditions of the religion
of Hindostan. That religion is at once a religion of sensualist exuberance, and a religion of
self-torturing asceticism; a religion of the Lingam and of the juggernaut; the religion of the
Monk, and of the Bayadere.”
In a footnote added to the word “religion of the Lingam”, the editors of Marx Engels
Collected Works Vol. 12 write the following. “Religion of the Lingam – the cult of the God
Shiva, particularly widespread among the southern Indian sect of the Lingayat (from the word
“linga” - the emblem of Shiva), a Hindu sect which does not recognise distinctions of caste
and rejects fasts, sacrifices and pilgrimages.” See,
www.marxists.org/archive/marx/works/1853/06/25.htm
6
Weber describes the Lingayats as “a type of particularly sharp and principled Protestant
reaction to the Brahmans and the caste order” (cited in, Aho 2002, 92).
6

case that the vachanas are part of a movement against the caste system without caste forming
the central focus of their attention. Hence, if we can demonstrate that the focus of the
vachanas is not caste, then the argument that they are caste-critiques is proved untenable. The
argument here is simple: modern vachana scholarship will fail in this empirical test since its
arguments are based on a highly selective and an extremely small number of vachanas. Here
is a sample of the data that this argument presents:

 The total number of vachanas published by the state government of Karnataka so


far: 21,788.7
 The total number of vachanas that apparently talk about8 Brahmans: 195.
 The total number of vachanas that apparently talk about jati, kula and related
topics: 458.

By any standard, 195 and 458 out of 21,788 vachanas (which is 0.89 and 2.1 per cent of the
total vachanas, respectively) are insufficient to justify the argument that the vachanas deal
with Brahmans and the caste system, let alone allowing us to argue that the entire corpus
criticises either of the two. Let us focus on the vachanas that contain some reference to the
Brahmans. What complicates our task of inferring an anti-Brahman argument from these 195
vachanas is the fact that a considerable number of these vachanas make positive remarks
about Brahmans while many vachanas do not make much sense to us today, both
linguistically and (more importantly), conceptually. That leaves approximately a third of the
195 vachanas (or 0.30 per cent of the total) that say something against Brahmans. Even here,
sometimes the Brahmans they criticise are mythical characters and not contemporary people
and often the remarks made against Brahmans are incidental rather than stereotypical. This
leaves an extremely insignificant number of the vachanas for us to make the argument that is
so popular in modern Lingayat scholarship: “the social and political project of the [vachana]
movement was self-consciously anti-Brahman and anti-caste” (Pollock 2006, 433).
As far as this problem in modern vachana scholarship is accepted and reflected upon,
scholars have tried to point out two sources of this problem. One, it is suggested that such
popular understanding of the Lingayat tradition and the vachanas has to do with the tendency
“to see many Christian or other recent Western values in” the writings of the Lingayat poet-
saints (Zydenbos 1997, 525). In Tejaswini Niranjana’s words,
attempting to assimilate Saivite poetry [the vachanas] to the discourses of Christianity
or post-Romantic New Criticism, these [modern] translators [of the vachanas] … try
to show how the vachanas are always already Christian, or ‘modernist,’ and therefore
worthy of the West’s attention. Their enterprise is supported by the asymmetry
between English and Kannada created and reinforced by colonial and neo-colonial
discourse. This is an asymmetry that allows translators to simplify the text in a
predictable direction, toward English and the Judeo-Christian tradition and away from
the multiplicity of indigenous languages and religions, which have to be homogenized

7
The 14 volumes of the vachanas, and a vachana dictionary, were first published in 1993
(second ed. 2001), by the Kannada Book Authority, Bangalore. The website maintained by
the Directorate of Kannada and Culture, www.vachanasahitya.gov.in/, hosts all the vachanas
published in these volumes.
8
When I say they ‘talk about’ Brahmans or caste, I mean they contain one or more words
which is generally considered to refer to some aspect of the caste system, in the post-colonial
Indian context.
7

before they can be translated. … Both European and Indian commentators persist in
discussing Virasaivism in terms of Puritanism and Protestantism, suggesting that the
poems of the Virasaiva saints are part of a Pilgrim's Progress. (1992, 180–181).
Two, scholars have tried to show that we will not be able to extract a sound anti-caste stance
from the vachanas because: (a) the tradition as a whole is inconsistent with regard to its anti-
caste stance. The argument here is that in a matter of a few centuries the tradition lost its
founding ideals. In fact, it went on to strengthen Brahmanism. (See, for some discussion of
this issue, Niranjana 1992, 176). (b) More importantly, even a single saint-poet is not
consistent in his own stance about caste. According to Rahmat Tarikere, “Basava did not
propound his ideas scientifically and logically as a philosopher, like Karl Marx or any
experienced scientist. … Consequently, there is no consistent thesis in his vachanas, as one
can find in a philosophical text. What we can see here is different and contradictory voices
and struggles of a poet and an activist” (2008, 65) . As Zydenbos asks, if Basava was such a
revolutionary, as he is generally taken to be, “why [do] some vacanas by Basava clearly show
that he stressed inequality and criticized those who did not believe in his form of religion and
whose ways of life differed from his”? And in a footnote, he adds: “we must note that
Basava’s stance was apparently not very consistent …. Or there may be a deeper consistency
which is not immediately apparent” (1997, 529, 529 no. 22).
The first point, which links the current understanding of the Lingayat tradition to a
Christian framework, hints at (but leaves unanswered) one crucial question: What does it
mean to see an Indian tradition from a non-Western, non-Christian, non-Orientalist
framework? The second point, unless exhaustively substantiated, which no scholar has done
so far, remains a mere accusation. The principle of charity demands that we do not dismiss
offhand a tradition that is in existence for well over 800 years. We must attempt to show how
the vachanas make valid arguments, even though they seem inconsistent to us today. In
addition, we must be able to show what renders them inconsistent. After all, if Lingayats held
a saint-poet, like Basava, as important to their tradition over the centuries, then it is unlikely
that they saw him as an inconsistent thinker. This line of argument leads to the following
claim: a non-Christian alternative way of understanding the vachanas, if it has to challenge
contemporary scholarship, should be able to unearth, to use Zydenbos’ words, “the deeper
consistency which is not immediately apparent”.
This paper is an attempt to do this. It will show that these contradictions and
ambiguities that scholars find in Bhakti literature like the vachanas are a result of reading
them through the framework of Christianity and orientalism. It will do so not by analysing the
existing readings of bhakti literature, but by developing a ‘new’ way of analysing the
vachanas. This ‘new’ method of analysis, it will show, will substantially decrease the
seeming contradictions and inconsistencies within the vachanas. This is not, as noted earlier,
a hermeneutic exercise. That is, it does not offer a fresh ‘literary interpretation’ of the
vachanas that will redress all the contradictions. Situated within the research of S.N.
Balagangadhara, this is part of an effort to develop a theory about the Indian traditions.

A New Hypothesis

If the vachanas do not talk about the caste system, what do they talk about when they talk
about jati and related issues? This question has been one of the standard responses to the
arguments put forth by S.N. Balagangadhara and his team that the vachanas do not talk about
8

the caste system. It is an indisputable fact that the vachanas say something about jatis and
about a ‘problem’ or two about the way people relate to them in their life. As it has been
shown, this cannot be rendered into an anti-caste stance in any straightforward way (Jalki and
Balagangadhara 2012). What then, one may reasonably ask, are vachanas saying when they
talk about jati, jati-bheda (‘caste-difference’) and so on? This part of the paper is an answer
to this question.
It is also to be noted here that what follows in the rest of the paper can be seen simply
as an attempt to provide a coherent view of the way the Lingayat tradition talks about caste.
Such a coherent view is available within the tradition. This paper, in its attempt to formulate
this traditional view in the current conceptual language, also tries to gain insight into the
meaning the vachanas had for the pre-colonial Lingayat scholars or saint-poets.
Let me propose here, in the form of a hypothesis, what the vachanas are saying about
jati. The core of this hypothesis is proposed and elaborated upon by S.N. Balagangadhara and
other members of his research team in some of their recent writings (Balagangadhara 2013;
Hegde 2013; Hegde and Shanmukha 2015). This hypothesis, as I formulate it here, consists
of three interconnected claims: (a) Compared to other Indian traditions, the vachanas say
nothing new or different about jati. (b) When vachana composers speak about jati, they deal
with a relatively minor problem within the limited context of their immediate surroundings.
(c) The context within which they speak about jati is the adhyatmic progress of those who
belong to the Lingayat tradition. Let us discuss each point in turn and also reflect on some of
their implications.

(a) Vachanas Say Nothing New or Different about Jati

As noted in the first part, much of the importance bestowed upon the vachanas in the last
hundred years or so is based on an assumption that they resumed the war against the caste
system that the Buddha and the Mahavira had started more than a millennium ago. “The
Buddha and Mahavira were born into Hindu families … rejected the caste system, the
authority of the Brahmins, the ritualism of the Vedas and abstract thinking.” Similarly, the
“Lingayats, or Virasaivas [and] … [t]heir founder, the radical poet Basava (b. AD 1106),
wrote passionately against the caste system, mocked the Brahmins and preached complete
surrender (bhakti) to Shiva” (Lal 2010, 42, 71). This popular belief suggests that the
vachanas say something about the caste system, in line with the early Buddhists and the
Jains, which was radically new and different from what all other Indian traditions have to say
about the issue.9
It is necessary to note the following before we proceed further. How do we know that
the vachana composers took an anti-caste stance? There is only one source today to talk
about the so-called anti-caste movement of the Lingayat saint-poets: vachanas and perhaps a
handful of other literary texts (Desai 1968). By implication then, the claim that the vachanas
say something new about jati has to be and can only be proved through textual analysis of the
vachanas. There is nothing wrong with this situation. If we want to show that Adolf Hitler
was virulently anti-semitic, we can, among other things, analyse his speeches and writings
and show how he consistently spoke against Jews. Similarly, by analysing the writings of

9
Only the early Buddhists and Jains were an exception, since they themselves became a caste
soon, like the Lingayats were going to become one themselves soon (Ramanujan 1973).
9

Martin Luther King Jr., we can find that he was against apartheid in South Africa. What
happens if we find no difference between the way Martin Luther King Jr. speaks about the
Blacks and those who explicitly supported apartheid in South Africa?
The situation with regard to the vachana composers and their anti-caste stance
confronts us with one such peculiar situation. The vachanas are full of ‘insulting language’
and ‘negative stereotypes’ about the so-called lower castes. For example, they frequently and
unapologetically use the names of the lower-castes, like Holeya and Madiga, as abusive curse
words.10 At this rhetorical level, then, vachanas do not differ from other Indian traditional
literature, including those texts that are supposed to uphold the caste system, like the Manu
Smriti. The popular belief that the vachanas “fiercely questioned” and “ridiculed” the caste
system and its various aspects, like, “classical belief systems, social customs and
superstitions, … image worship …, the caste system …, [and] the Vedic ritual[s]”
(Ramanujan 1973, 30), is then simply patently wrong.
This leaves us with one other option. The anti-caste stance of the vachanas is to be
located not at the rhetorical level (i.e., in the way the vachanas speak about different castes)
but in the ideas that they put forth about, say, social life, ethics and so on. This way of
arguing is also popular among scholars writing in Kannada. However, at this abstract or
philosophical level too, there is nothing much to distinguish the vachanas from other
traditional Indian texts. The way the Mahabharata speaks about jati (Hegde 2014), or the way
Buddha or Buddhism speaks about it (Balagangadhara 1994, chap. 7), is indistinguishable
from the way the vachanas deal with it. The following conclusion, therefore, is inescapable:
in comparison with other Indian traditions, the vachanas say nothing new or different about
jati.
The feeling that the vachanas take an anti-caste stance is mainly the result of
European misinterpretations of the anti-Brahmin polemics of the vachanas. As noted already,
the vachanas are full of abuse against those who do not belong to the Lingayat traditions. In
our study we have found that there are more vachanas (327 vachanas, that is) that engage in
abusing non-Lingayats than the vachanas that talk about jati. Basava’s vachana #752 is a
good example. Here Basava says that unless one slits the mouth and the cheek of the person
who says there is a daiva (‘god’) other than Shiva, his anger will not subside. And he
concludes the vachana by urging lord Shiva to kindly consider his wish.11
Let us spend time on a more general aspect of this inter-community polemics in India.
That the communities, traditions and castes are polemical about each other is intuitively
known to all of us. But, as it often happens, proving the known is next to impossible. The

10
Besides the examples given earlier in the essay (the context 4 vachanas, i.e.), here are two
random examples. Kada-Siddeshvara (circa 1725) derides those who go to another teacher for
instructions and boast around of having received Linga and the guru’s compassion as
‘muļaholeya’ (dumb holeya). He then asserts that his anger will not subside even if their
mouths are slit and whacked by the shoes of the Lingayat bhaktas (#113, vol. 10,
Samagravachana Samputa). Shanmukha-swami (circa 1639) calls Chandalas and Holeyas
and Brahmins “adhama madiga” (an inferior Madiga) in a vachana (#323, vol. 14) As noted
in a previous section, of the 465 vachanas (out of 21788) that speak of jati and the related
issues, 145 vachanas (i.e., one third of the 465 vachanas) are merely using caste-related
words as curse words.
11
For a discussion of the vachana see, http://sampada.net/article/801
10

traditional Indian writings of various traditions as well as European writers on India are full
of indications of how communities are (often innocuously) antagonistic about each other’s
practices, rituals and ways of living. What we lack is an understanding of the cultural and
social context of such polemics. There are many reasons for our lack of understanding of this
polemics today. First, our access to Indian traditions have deteriorated so much that it is
almost impossible to see what those traditions were fighting about. For example, it is unclear
to us today when someone is called a pashandi or for what reasons. Second, the writings in
languages other than Indian vernaculars, like the colonial literature, either do not report the
actual words and contexts of polemic or use a morally and theologically charged translation
of the verbal expression of polemics between communities. Furthermore, English translations
of the polemical texts form India make them inaccessible for our purpose.
Consider the following excerpt from the well-known poet Milarepa. It is an English
rendering of his, 11th century, Tibetan text. “Meanwhile Milarepa … opened the books that
Rechungpa had brought back from India, and said with great compassion: ‘…I sincerely pray
to all Guards of Dharma to destroy all heretical books of vicious Mantras that will certainly
bring great harm to the Doctrine and to sentient beings!’" (Chang 1962, 442 italics added).
Unless one knows the Tibetan language, the cultural context, and the relationship between
various Indian traditions in the 11th century, it is not possible to reconstruct what are
‘heretical books’ that contain ‘vicious Mantras’ and bring harm to both the ‘Doctrine’ and to
‘sentient beings’! Third, there are two modern developments that have further aggravated this
problem. In the contemporary atmosphere of ‘political-correctness’, a public expression of
criticism of another community and recording such a criticism attracts great censure. Not just
public censure, with the enforcement of laws against casteism in post-independence India,
even the use of caste names in public, with the ‘intent to humiliate’, has become a punishable
crime.
Notwithstanding these problems, available records of inter-community polemics in
India are sufficient to make one claim: ridiculing and criticizing Brahmans or other castes is
neither idiosyncratic to the vachanas and the Lingayat tradition nor is it a sign of Lingayats’
alleged anti-casteism. Here are three random examples from the literature. The first one is
from Francis Buchanan, who makes a perceptive observation about the native pundits he had
come across.
However well these men may be instructed in certain dogmas, and the art of
disputation, they are not qualified to give any satisfactory information concerning the
origin of their order, or the means by which it came to prevail over others; for, of the
sectaries which differ from themselves, such as those of Budha, Jaina, or Siva, they
profess an almost total ignorance, and sovereign contempt. (Italics added, Buchanan
1807, 1:142).
In Jain texts the Brahmans are held in contempt and are represented as opponents of
Jain religion. Frequently the term dhijjai (dhikjati) or ‘condemned caste’ is used for
them contemptuously. In Jain Suttas … generally the primary position in society is
assigned to the Khattiyas instead of to the Bambhanas. We have seen that no
Tirthankara was born in a family other than the Ksatriyas. It is laid down that no great
men are ever born in low, miserly beggarly or in Brahmanical families.
And in a footnote appended to this paragraph, the author adds the following. A “similar view
is expressed in the Nidankatha [a Buddhists text] … that the Buddhas are born in one or of
11

other two highest classes, the Khattiya or the Brahmana castes and never in the low
caste”(Jain 1984, 187, 187 n.1).
Among the three communities from whom my informants were drawn, there was no
lack of mutual criticism and recrimination; but the idea that one might prefer to have
been born in another caste was never expressed. One’s own caste role was taken for
granted, and so were those of one’s own social superiors, and those of the menial
groups… (Carstairs 1957, 57).12
According to T.R.V. Murti, a well-known expert in Buddhist and Vedanta studies,
polemic (parapakshanirakarana) is an integral part of each (Indian) system. It is an
evidence of the maturity not only of one system, but of several contemporary ones
from which it is differentiated. In spite of the heroic language used, polemics does not
mean that rival systems are refuted out of existence; they are only differentiated from
each other. Confusion of standpoints is warded off, and clarity results (cited in,
Klostermaier 1979, 60).
That is, an inter-community polemics seems to be how the communities and traditions relate
to each other in India. Admittedly, one needs elaborate studies to see the apparently mutually
abusive language used by the communities as a polemic between two different schools of
thought. Nevertheless, in the case of the vachanas, at least, this looks more plausible than not.
This plausibility is not taken as a proof for the claim made here but an indication of the fact
that the claim is not far off the mark. In line with the claim about the polemics made here so
far, we can further observe the following about the vachanas: even the so-called ‘lower-caste’
vachana composers use similar idiomatic expressions, which make use of lower caste names
as abusive swear words. For example, the vachanas of Ambigara Choudaiah (see his
vachanas, #77, 111, 116, 176 in Kalburgi 2001) and Urilingapeddi (#1277, 1390 in Kalburgi
2001), the two most representative ‘low-caste’ vachana composers, use names of lower
castes, such as holeya and madiga, as invective.
It is true that anti-brahmin polemics seems to be more pronounced in the Lingayat
literature. However, as scholars have pointed out, anti-brahmin polemics has “surface[d]
periodically in the South Indian literature. … [For example, anti-Brahmin] rhetoric played an
important role in the writings of some of the Siddhars, a group of Tamil ascetics, the majority
of whom lived between the fifth and tenth centuries” (Richman 1991, 189). It seems that

12
For more examples of such polemics, see: Vaisnavas versus Sufis (Stewart 2013); Bhakti
versus Tantra (Burchett 2013); Jains against Lingayats (Veerabhadraswami 2010); intra-
community polemics among Jains (Jaini 2008); Anti-Jaina sentiments among Buddhists
(Wilson 2003); ‘Hindus’ versus Buddhists (Klostermaier 1979); Alvars versus Buddhists
(Jamanadas 1991). A great source of such inter-community polemics in India are the
traditional gadhe, as they are called in Kannada. In English, a gadhe is translated as a ‘(wise)
saying’ or ‘proverb’. Here are two examples of such gadhes: “There are three blood-suckers
(butchers) in this world — the bug, the flea, and the Brahman.” “The wealth of the Chetty
will be known after death.” For more such gadhes, see (Kittel 1999; Percival 1843; Risley
1915).
12

European scholars have interpreted this anti-brahmin rhetoric as a mark of an anti-caste


stance and therefore a sign of progressive nature of the Lingayat tradition. 13

(b) Jati for the Vachana Composers is a Minor and a Local Problem

Jati and all the related topics are a relatively minor issue and a local problem. That it is a
minor issue can be empirically ascertained by showing that the vachana composers spend
much less time talking about jati. They, for instance, spend more time denouncing
relationships with a ‘para-stri’ and offering puja to or following an ‘anya-daiva’. In
contemporary idiom, scholars generally consider the former as an issue of adultery and the
latter as an issue of ‘monotheism’ or ‘monism’, in the sense of worshipping no deva other
than Shiva.
It is a local problem in the sense that discussion of jati in the vachanas is specific to a
context and a domain: the followers of the Lingayat tradition and their adhyatmic progress
are situated within the cultural context of the region where the vachana tradition emerged and
lived. The vachanas do not talk about ‘all human beings’ or people belonging to ‘all castes or
traditions’. More needs to be said about these claims, which we will do in the following
section.

(c) Jati is an Adhyatmic Issue for Vachana Composers

This brings us to the last and the more important part of our hypothesis. The talk about jati is
a reflection on obstacles that a seeker faces in one’s adhyatmic journey. What I intend to do
here is to give a sense of what the previous sentence means, by making use of S.N.
Balagangadhara’s (2005; 2013) writings.
Indian traditions teach us that everyone can be happy, if one wants and tries to be
happy. A program of teaching one to be happy is adhyatma. The most misunderstood and
difficult term here is ‘happiness’. Indian traditions would use terms like ananda or anubhava
to refer to it. It is not a feeling but living in a ‘contented state of being happy’, which is
beyond the transient feelings of happiness and sadness.14 The Lingayat tradition uses various
words like Shiva-sayujya and bayalu to talk about this way of being. One has to aspire for
and strive to attain this end. Indian traditions are a way of helping one to attain this end. For
the economy of language we will use ‘happiness’ in this essay to refer to this way of being. It
is important to clarify at the very outset that this paper will not ask or answer questions about
the possibility and the modes of attaining such happiness. It assumes that, at the very least,
the Lingayat tradition believes that one can live such a life and sets out to help the seekers to
attain it. The vachanas reflect this stance and are also a part of the way the tradition teaches

13
Surely, this issue needs to be shown. This essay, however, is not an occasion for this. For a
brief discussion of this issue see, Dunkin Jalki (2009). The larger project, of which, this
article is part, focuses closely on this issue.
14
There is an immense urge to use scare quotes on almost all these English words while
explaining concepts that belong to Indian traditions. If I restrain from doing so, it is in order
to maintain the readability of the text.
13

this to its followers. This section, and in fact the paper as a whole, is an attempt to show that
when one understands the vachanas out of this context, one grossly misunderstands and
distorts them.
Adhyatma, then, is about how one lives on this earth as a human being and all those
things that are required in order to attain this happiness. An Indian tradition, like Lingayat or
Advaita, is that which has developed a specialised set of instructions and plans, for those who
come to it, to live a rich life full of happiness (Balagangadhara 2005). That means, when the
Lingayat tradition speaks about attaining happiness, it is also speaking about this physical
world and how one lives in the world. It not only has a deeply philosophical idea of what life
is, what it means to live the life at its best and so on but also a set of practices, Do's and
Don'ts, and anything (albeit under several constraints) that helps one attain happiness. As a
consequence, the following two aspects will shape a tradition to a considerable extent: its
philosophical stance with regard to the question of happiness and the local cultural and social
context from where its followers come. Much of a tradition, thus, belongs to the seekers who
approach it. It addresses them and their specific requirements, which depend on their social
background, among other things. The tips and tricks that a tradition will suggest to its
followers, may therefore involve criticizing other traditions and their practices. One has to
understand the pragmatic purposes of such criticisms. The end of the pragmatic purpose is to
convince the seekers that they can be happy, in the very world they are living. The problems
that a seeker faces are human problems, conditioned both by the physical world we live in,
the biological animal that we are and the cultural and social environment that one belongs to.
Hence, when a tradition addresses the problems of its seekers and develops solutions for
those problems, it is addressing both human problems in general and the problems specific to
the cultural and social environment of its seekers.
The vachanas and what they have to say about any issue, including jati and kula, seen
from this perspective, are therefore composed of some of these things: (a) empirical claims
about the world we live in, (b) empirical and psychological claims about the human animal
that we are, (c) claims about happiness and (d) the relation between these things. As though
this is not sufficient, they may reflect on these issues or merely refer to them through various
idioms and signs, whose meanings have either changed over the centuries or are completely
lost to us. The vachanas may indulge in a highly philosophical discussion or merely make a
sneering joke about other traditions and castes. They may tell a story or, like a Zen koan, use
a provocative image, metaphor or a statement. Furthermore, the vachanas may address
human problems in general or problems specific to the context of the Lingayat seekers. As a
consequence, anyone who intends to use the vachanas as textual evidence for any argument
has to recognize and distinguish between these elements in the vachanas. In other words, this
is a demand to develop a theory of the vachanas and of Indian traditions, thereof.15
This is true about all Indian adhyatmic traditions. That is, the way they address the
problems of the seeker has two dimensions: cultural, psychological and social on the one
hand and the biological and physical on the other hand; in other words, problems specific to
the seekers’ cultural and social context and problems that are universal and applicable to all
human beings. By adding a premise to this, that India is one culture (Balagangadhara 1994),
we can derive the following conclusion: all Indian adhyatmic traditions that address a
seeker’s problems deal with the problems that the vachanas address when they speak about

15
In the first part of this paper, the vachanas are not used to make any argument about them,
but only to show how the current dominant understandings of the vachanas are wrong. To
this extent, this paper does not need a theory of the vachanas. The second part of the paper,
however, is to be seen as a step, however small the step is, towards building such a theory of
the vachanas.
14

kula and jati-mada. And, to the extent that jati and kula are how Indians relate to each other,
to the world and to oneself, one should also be able to see deep similarities in the way
different Indian traditions speak about jati. The difference between different traditions will be
in the language usage, context and the actual examples and the situations that those traditions
refer to, the form of literature and so on. A tradition in Kashmir, for example, will not have
exactly the same social context as the Lingayat tradition of Karnataka. A three thousand year
old itihasa-purana will speak about jati in a different way than a bhajan written by a
Kannada haridasa of the 16th century. A Sanskrit shloka in the netineti format will be
different in its approach to jati than a Kannada bhajan or vachana. Thus, while an itihasa-
purana, like the Mahabharatha, uses stories to talk about jati, Adi Shankara’s “Nirvana
Shatka”, which employs the netineti style of writing, would write, “na me jatibhedaha” (“I
have no caste distinctions”). A famous bhajan of Kanaka Dasa, a 16th century Kannada saint-
poet, says, “Do not fight in the name of kula, do you even know the root of kula?”
A Lingayat vachana, as we can see, speaks in an idiom that looks more like a set of
instructions or social commentaries. The argument here is that despite a shift in time, space
and the mode of writing, Indian traditions, in general, talk about jati in a similar way: as a
hurdle that a seeker encounters in one’s adhyatmic journey.

Adhyatma and Jati


A few words now about what adhyatma means within the context of the Lingayat tradition,
borrowed from a short piece by S.N. Balagangadhara (2013). Seen from the perspective of a
seeker (of happiness), human life is a journey from a stage where one is immersed in the
affairs (vyavahara) of this world, towards happiness. In the adhyatmic idiom of the vachanas
and the Lingayat tradition, it is a journey from being a bhavi (worldly person) through the life
of a bhakta or a sharana (a devotee) to the ‘attainment’ of the bayalu.16 The journey,
therefore, is the journey of a Lingayat bhakta. A bhakta is one who undertakes this journey.
A standard way of understanding this journey, which the Lingayat tradition has
developed over the ages, is to divide it into various stages. The most popular is a six-stage
division called the shat-sthala division.“[E]ach Sthala is a preparation for a further rise. In
the Vacana-Sastra it is frequently found in this sense” (Nandimath 1942, 164).The six sthalas
are: bhakta, mahesa, prasadi, pranalingi, sharana and aikya. The journey that begins in the
bhakta sthala culminates in the aikya sthala. It is this culmination and the end of the journey
that the word siddhanta (in, say, Virashaiva siddhanta) refers to: it is the anta (end) of all
learning or journey.
When a bhavi adopts the life style that the Lingayat tradition suggests, and sets out on
his journey of becoming enlightened, he becomes a bhakta or a sharana. As a first
step in the journey, a bhakta has to be made aware of the obstacles one would face, as
a consequence of the nature of the being that s/he is and the nature of the world that
s/he lives in. This can take several different methods and modes. The discussions on
caste in the vachanas have to be seen in this context. A bhakta can neither afford to
indulge oneself in hopping from one tradition to another, from one technique to
another, nor keep shuttling between the life (of a bhavi) one has left behind and the
life one has adopted (Lingayat bhakta). The concentration required here is attained in
the form of focusing one’s attention on one deva, Shiva in this case. The journey

16
Also known as, in different contexts and in the writings of different thinkers, anubhaava,
enlightenment, jnanodaya, shoonya etcetera.
15

continues and a bhakta is taught to ‘think’ (or experience/realise) that one is


himself/herself a linga. In the final stage even this difference goes and one attains
enlightenment.17 Hence, we are not arguing that the vachanas do not ‘deny kula and
jati’. However, the vachanas are not making anti-caste statements the way we
understand anti-casteism today. They deny everything that comes in the way of
becoming enlightened. Therefore, if we forget who the vachanas are written for or are
addressing, our understanding of what they are saying loses direction. The vachanas
are surely not public speech.18
What does a discussion about jati look like from within this context? As noted earlier,
adhyatma is about attaining happiness in this world. If so, the obstacles that adhyatma deals
with belong to this world. Jati is one such obstacle that hampers our attempts to live happily
in this world. In this sense, jati is a social problem. Given the context, we can expect the
following. If the vachanas treat the hurdle called jati as a relatively minor problem of a
seeker in the adhyatmic journey, and the journey is divided into six progressive steps, then
jati and related affairs of the world should be dealt with at an early stage in one’s journey,
rather than at a later stage.
Before we go to the vachanas, let us find out whether we are on the right track in our
argument. Here is an example from another adhyatmic tradition from a different time and
context. This is not to provide evidence for the argument, but to show that the argument that
this paper presents is not attributing anything new to these traditions. The example is from the
19th century Bengali saint, Ramakrishna Paramahamsa. A bhakta asks Ramakrishna: "The
Brahmo Samaj preaches the freedom of women and the abolition of the caste-system. What
do you think about these matters?" He answers, "Men feel that way when they are just
beginning to develop spiritual yearning. A storm raises clouds of dust, and one cannot
distinguish between the different trees – the mango, the hog plum, and the tamarind. But after
the storm blows over, one sees clearly. After the first storm of divine passion is quelled, one
gradually understands that God alone is the Highest Good, the Eternal Substance, and that all
else is transitory.”19
Let us now see how the vachanas treat the issue of caste. As an issue, it is neither
more important nor more serious or severe than any other problems that they write about. As
noted earlier, the vachanas spend more time talking about issues such as a relationship with a
‘para-stri’ and following an ‘anya-daiva’. Let me elaborate some of the arguments proposed
here by focusing on the vachanas of a prominent vachana composer, Basava or
Basaveshwara (1134-1196).20 There are 60 vachanas in Basava’s available 1414 vachanas
that are relevant to the discussion of jati. Of these 60 vachanas, only 45 vachanas belong to

17
I neither intend to explain what this stage is like nor do I claim to have understood it. For
this paper, it is sufficient to know that this is what the Lingayat tradition claims and in order
to understand the vachanas, one has to take this into account. For an attempt to explain the
Indian Notion of Enlightenment in the 21st century language, see S.N. Balagangadhara’s “On
the Indian Notion of Enlightenment: reflections based on experience”
(www.academia.edu/7866603/On_the_Indian_Notion_of_Enlightenment_reflections_based_
on_experience).
18
This is a free translation of a passage from S.N. Balagangadhara (2013).
19
From a conversation dated Sunday, November 19, 1882, (M (Mahendra) 2007, chap. 6).
The book is available at, www.belurmath.org/gospel/chapter06.htm
20
This is a research in progress and as it progresses, it will analyse the vachanas of all the
vachana composers.
16

the shat-sthala vachanas.21 Of these 45 vachanas, 42 appear in the first two sthalas: 9 in the
first sthala and 33 in the second sthala.22 One out of the remaining three vachanas appears in
the third (prasadhi) and two in the penultimate (sharana) sthala, and none in the final sthala.
Here are some of the major themes in the first 42 vachanas of Basava that talk about jati and
kula.
(1) A non-Lingayat person is a ‘low-caste’ person (vachanas #142, 596, 605, 606).
(2) Lingayats have no caste (#286, 345, 418, 568,718, 732, 770).
(3) Abusing Brahmans for their rituals and (lack of) bhakti (and not for caste related
issues) (#575, 577, 578, 581, 582, 583, 585, 587, 588, 592, 595, 596, 601).
(4) Lingayats are kulaja (best caste), or they are the best people (#583, 589, 590, 591,
600, 602, 657, 715, 718); they go to kailasa, the abode of Siva (#570,).
Consider the way the Lingayat tradition talks about the first two sthalas: the bhakta sthala
and maheshvara sthala. A person starts his adhyatmic journey by becoming a bhakta, a
devotee. Hence the “devotional stage” is the first stage. Here the “devotee meditates on ‘ista-
linga’ [a linga] offered by the Guru as a symbol of the supreme Shiva and observes ethical
code.” Observing the ‘ethical code’, here, suggests that a devotee “must have control over all
his senses.” A devotee should abstain from all those things that will disturb his/her journey.
“Thus the Bhakta sthala emphasises internal purity of a devotee and his unshaken faith
through” linga. One moves on from this stage to a stage where the intensity of both the
devotion and the observance of the ethical code increase. In mahesha sthala, the second
sthala, therefore, “the devotee should have unwavering loyalty to Shiva. He should not have
any temptation for wife, wealth, and gods of others and should be loyal to ‘Ista-linga’. … It is
a stage of endurance and ordeals” (Patil 2002, 27). Thus, while “the chief characteristic of
Bhakta Sthala is devotion”, the second sthala is “the phase of ordeals and temptations”.23
It is not difficult now to see the issues that the vachanas deal with when they speak
about jati. They begin by segregating the Lingayats from the rest of the society, which
includes those who have not taken up the journey of adhyatma (bhavi) and those who belong

21
According to the Lingayat tradition, during the reign of Deva Raya II (r. 1424–1446 CE) of
the Vijayanagar empire, certain 101 Viraktas (ascetics) began the task of “reviving” the
vachanas. Their task “ramified into three directions: 1) compilation of the vachanas, 2) their
systematic classification and 3) writing extensive commentary on them so as to make them
intelligible to the ordinary folks. … They culled and collected the sayings of the Sharanas
into an anthology of vachanas called ‘Sarva-puaratanara Vachangalu’. They arranged them
according to the stages essential to the further progress of the pilgrim. The vachanas thus
organized became known as ‘Sthalada Vachangalu’” (Sri Kumarswamiji 1993). Today, the
vachanas of important composers, like Basava, Allama and a few others, are available in two
major chunks: those that are traditionally divided into shat-sthala and the miscellaneous
vachanas. The 14 volumes of the vachanas that the state government of Karnataka has
published, which this paper refers to, follow this pattern of vachana division.
22
Serial numbers of those 9 and 33 vachanas are: # 81, 142, 263, 286, 306, 344, 345, 348,
418; and #568, 570, 575, 576, 577, 578, 581, 582, 583, 585, 587, 588, 589, 590, 591, 592,
595, 596, 600, 601, 602, 605, 606, 613, 622, 652, 657, 710, 711, 714, 715, 718, 732.
23
Excerpted from “Philosophy of Basava Dharma” (www.sridanammadevi.com/basava-
phil.htm). See also, “Shatasthala”
(http://lingayatreligion.com/LingayatBasics/Shatasthala.htm).
17

to different traditions (like, Brahmans). (See Basava’s vachana #711, and also 613). This is
followed by a constant reiteration that Lingayats are the best people, since they have no jati
affiliation. One has to be careful in understanding the word Lingayat here. It refers to a
bhakta, a seeker, and not a bhavi, a layperson.24 Similarly, the Brahmans that the vachanas
refer to are also bhaktas and not any random Brahmin bhavi. As we move into the second
stage (sthala), the question of the loyalty of a Lingayat devotee takes center stage. It is here
that all the vachanas targeting the Brahmans appear. Note carefully that when Basava
criticises Brahmans, he is criticizing only those Brahmans who are walking the path of the
adhyatmic journey. Hence, they are criticised for not being followers of the Lingayat tradition
and/or for not being true bhaktas. That is to say, the criticism of Brahmans is a criticism of
the adhyatmic tradition of Brahmans and not the sociological category of the caste called
Brahmin caste. There is no vachana where Basava criticises a Brahmin bhavi, except when
he is criticizing all bhavis in general.
Not only is the criticism of other castes and daivas (‘gods’) almost restricted to the
first two stages, there is another important difference to take note of. As noted earlier, there is
one vachana of Basava in the third (the prasadhi) sthala and one in the fifth (the sharana)
sthala. The former, in some sense, reiterates the claim that “Lingayats have no caste”.
However, the way this claim is made here is noticeably different from the way it is made in
the second sthala. The harsh criticism and polemics have made way for a more reflective and
‘philosophical’ tone. And all that this vachana has to say about caste is a one-line remark, in
the form of a rhetorical question: is there pollution where there is linga; is there kula where
there is jangama (#770)? A jangama, put roughly, is a Lingayat seeker in an advanced stage
of his adhyatmic journey.25 Expectedly, therefore, there is no question of jati troubling him.
The later vachana (#869), the sharana-sthala vachana, says, again in the form of a rhetorical
question, “Why become a sharana if the pride of kula (kula-mada) is not shed?” Put in a
more accessible language, since all rhetorical questions involve a claim, this question is
claiming the following: one would not reach the sharana stage, if one has not shed kula-mada
(which has to be shed early in one’s journey). (See further for comments on the vachana
#879).
The vachanas, thus, talk about jati, but only as one other (and not even the most
important) impediment on one’s path to happiness. And in the process, they sometime chide
and poke fun at people and often resort to a ‘politically incorrect’ way of talking about castes
and communities. However, the jati issue that they try to tackle is not what is called the caste-
system and casteism in contemporary parlance. It has to be understood within the context of
the ‘spiritual’ development discussed so far. If not, the vachanas will become “a mass of
contradiction”.26

24
This is true about any caste name in India. ‘Brahmin’ picks out both a person who is born
in the Brahmin caste and the one who is a learned person. ‘Holeya’ or ‘Madiga’ too is used
both as a caste name and as an invective.
25
Here is how a Lingayat website defines the term: Jangama “is one who is endowed with
the true knowledge, sacrificed his life for the society, and avoided all the worldly happiness
and attained the divine happiness.” (see,
http://lingayatreligion.com/LingayatBasics/Jangama.htm). In “the technical” sense of the
term, ‘sharana’ “refers only to the aspirant of the fifth stage [sharana-sthala] of spiritual
journey”. (see, http://lingayatreligion.com/LingayatTerms/Sharana.htm).
26
Nandimath (1942, 208) warns us that “If we neglect this feature of Sivayogi Sivacarya [the
sthala division, i.e.], his book, the Siddhanta-Sikhamani, becomes a mass of contradiction”.
18

Conclusion

One point needs to be highlighted from the foregoing discussion. The discussion about
progressive stages in the adhyatmic progress of a seeker must be common across Indic
traditions, and not specific to just the Lingayat tradition.27 That further means, the discussion
about jati that we enumerated in the paper is not idiosyncratic to the Lingayats. Indian
traditions as a whole should have a similar attitude towards jatis.
An important outcome of the hypothesis that this paper puts forth is that we can now
begin to see the kind of mistakes one can make when one sees the vachanas, and bhakti
literature, outside of the traditional notion of adhyatmic progress. The vachanas seem
contradictory, inconsistent and ambiguous because, modern critics mix the vachanas from
different stages of adhyatmic development. Here is one example. Shouten notes that while
“the traditional classification of people into castes is rejected” by Basava and the Lingayat
tradition, “another division takes its place: devotees versus worldlings. And it seems that this
new division is no less strict than the old one.” Thus, the vachana composers, it is often said,
merely replaced one immoral hierarchical system (the caste system) with another one
(devotees versus worldlings).“However,” Shouten soon asserts, “there are also a few
vachanas in which Basava transcends all divisions and propagates the ideal of the equality of
all people” (Schouten 1995, 27). This is a classical mistake of not understanding the
progressive stages of the sthala and its importance in understanding the vachanas. First, as
noted earlier, the division of bhavi and bhakta (“devotees versus worldlings”) is not a
moralistic division of society into good and bad people. It is a division that separates (all)
seekers from non-seekers. In the absence of such a distinction, a tradition like the Lingayat
cannot even come into existence. Second, Basava’s vachana that Shouten quotes (vachana
#879)28 as proof for the claim that “there are also a few vachanas in which Basava transcends
all divisions” – thus suggesting a contradiction in Basava’s stance vis-à-vis caste – appears in
the Sharana, the penultimate, sthala. By the time one has reached this sthala there is no place
for the preliminary divisions drawn between a devotee and a layperson. Hence, this does not
show a problem in Basava’s thinking but in the modern vachana scholarship. Such errors in
our understanding of the vachanas and the demand for consistency from saint-poets like
Basava based on these errors, turns some of the best scholars India has seen, like Basava, into
hypocrites. Or, to put it in Balagangadhara’s words, we turn some of the best examples of
enlightened people, like Basava, into those who are still writhing in the earliest stages of the
spiritual journey.

27
For a similar notion in different Buddhist traditions and Agama, see, (Apple 2003).
(Scholars trace the origins of the Shatsthala to the Agamas.) The similarity extends beyond a
mere division of stages. Even the description of these stages, description of those who are not
part of these stages of the journey, the activities associated with each successive stage, the
end of the journey and so on.
28
This vachana states, in its first line, ‘there is one earth under a Shiva’s temple and a
holageri (the place where holeyas, live).’ One has to assume too many things to derive an
anti-caste stance from this sentence.
19

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