The origin of caste is a subject of much uncertainty and debate. In ancient Vedic times, caste was unknown. Society, in those days, was more elastic and free, and resembled that of other lands. And yet it showed a tendency toward a mechanical division which later grew into the caste system. It was not until the time of the great lawgiver, Manu, about twenty-five centuries ago, that the system crystallized into laws, and the organization became so compact as to force itself upon all the people and become an integral part of recognized Hindu law. Manu and other lawgivers found the basis of caste rules in the traditions of an ancient Brahman tribe. These they elaborated and enforced.
The ancient name for caste was varna, which means "colour." This name is suggestive, and has led many authorities to trace back the whole system to original race-purity, as indicated by the colour of the skin. The first incursion of the fair Aryans from the northwest settled down, it is claimed, in the northern portions of the country. They gradually mingled and intermarried with the dark-skinned Dravidian and aboriginal population, with the natural consequence of a loss of race-purity and of whiteness of complexion. A subsequent descent of a new Aryan host upon the plains of northern India found the descendants of their predecessors of darker hue than themselves, which bespoke their race degeneracy; so they kept aloof from them. Later, however, they began to mingle with the former inhabitants, so that their descendants partly lost the ancestral complexion. A still later Aryan incursion declined to have intercourse with the descendants of those who last preceded them. Thus we have four classes divided upon the basis of colour, or varna, which may correspond with the four great original castes of India.
The traditional theory of the Hindus themselves, in reference to caste origin, is admirably simple and quite adequate to satisfy ninety-nine per cent of the devotees of that faith to-day. Brahmâ, the first god of the Hindu triad, the Creator, was the immediate source and founder of the caste order; for he caused, it is said, the august Brahman to proceed out of his divine mouth, while the warlike and royal Kshatriya emanated from his shoulders, the trading, commercial Vaisya, from his thighs, and the menial Sudra, from his feet. And from these four primal classes have descended, through myriads of permutations and minglings, the present hydra-headed caste organization.
But modern and scientific students of the social order of India entirely discard and ignore all Hindu mythical explanations and Puranic legends concerning this subject, and endeavour to trace the present system to its sources and primal causes through patient historic research and through a most elaborate system of anthropometric and ethnographic examinations conducted all over the land. The subject, however, is so vast and complicated that authorities upon the subject are still considerably at variance in their theories of origin. We may conveniently classify the prevailing theories, according to their emphasis, as follows:—
(a) The Religious Theory.—This gives emphasis to the religious influence as the dominant one in the formation of the social order of the land. It is maintained that the clever and unscrupulous Brahman has, to a large extent, originated it and nursed it into its present wonderful proportions, in order to create and perpetuate his own supremacy among the people of India. As the spiritual head of Hinduism, and the recognized source of religious power among its devotees, he required and devised this organization, with himself as its undisputed head, and with a distinct recognition by all others of his supremacy in the Hindu faith as a conditio sine quâ non of their admission as castes into the Hindu system. Up to the present day, the public acceptance of the supreme religious authority of the Brahman is one of the two conditions which qualify any people to admission into the sisterhood of Hindu castes. The other condition is separation from all other peoples in matters which will be hereafter mentioned.
There are potent reasons for accepting this theory; for the strongly entrenched position which religion still holds in the system, both as a basis and as a regulator, notwithstanding other antagonizing influences, is a testimony to its original place and power therein. Any social order whose direction is regulated by social injunctions and whose forms and ritual are enforced by religious penalties must be recognized as a mighty religious system.
(b) The Tribal Theory.—Moreover, there were many aboriginal tribes which entered the ranks of Hinduism through the formation of new castes. Mr. Risley, in the Census of 1901, refers to such. (See Vol. I, p. 521). They gradually abandoned their old tribal customs and entered upon new paths which brought them into conformity with Hindu usages. Or in some cases they preserved tribal habits and even their tribal totems, and baptized them into the new faith and thus became separate castes in the Hindu order.
As in the past, so "all over India at the present moment there is going on a process of the gradual and insensible transformation of tribes into castes. The stages of this operation are in themselves difficult to trace.... They usually set up as Rajputs, their first step being to start a Brahman priest, who invents for them a mythical ancestor, supplies them with a family miracle connected with the locality where their tribes are settled, and discovers that they belong to some hitherto unheard-of clan of the great Rajput community." (Census 1901, Vol. II, p. 519.) It is precisely the same process which brought the many Dravidian and even more primitive tribes of South India into the Hindu fold; and it is a curious fact that these same people are to-day the greatest sticklers in the land for caste and its myriad rules.
(c) The Social Theory.—Some hold with Sir Denzil Ibbetson, in the Census Report of 1881, "that caste is far more a social than a religious institution; that it has no necessary connection whatever with the Hindu religion, further than that under that religion certain ideas and customs common to all primitive nations have been developed and perpetuated in an unusual degree." This is acknowledged to be an exaggerated statement. It may possibly be true that "caste has no necessary connection with Hinduism," but it is emphatically true that caste, as understood by all, does not exist apart from that faith.
It is, however, a fact that divisions have occurred within castes, owing to the development of slight social differences between the members. For instance, several castes have been created by the degradation of members of the existing castes on account of their marriage of widows. The Pandarams of South India are held in distinction among the begging castes because of their abstention from meat, alcohol, and widow marriage. Indeed, it is interesting to note that a former caste status has been more frequently lost by, and degradation to a new caste has been consequent upon, the adoption of widow marriage, than through almost any other act. And, at present, this prohibition of the marriage of widows, including child widows, is the most tenaciously and unrighteously enforced caste custom in India.