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Sadhus and Shudras in North India, ca. 1700–1900
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Subaltern Sadhus?

Besides affording an intriguing view of popular ideological change, the history of Indian monasticism is an excellent index of the changing political culture of north India during the transition to colonial rule. Prior to 1800, gosains and bairagis (Shaiva and Vaishnava monks, respectively) exercised broad political and economic influence as merchants, bankers, and, most importantly, soldiers. Powerful mahants (abbots) speculated in real estate and engaged in extensive moneylending activities in order to diversify monastic endowments in urban centers throughout the north, thus facilitating links between the increasingly regional political economies of the late Mughal era.[1] Indeed, Christopher Bayly has suggested that gosains in particular “came the nearest of any Indian business community to the emerging bourgeoisie that European theorists from Sleeman to Marx wished to see.”[2] Gosains were so well entrenched in Asian commerce that Warren Hastings saw fit to avail the English East India Company of their good offices in what was ultimately a failed bid to acquire trade relations with Tibet and China in the late 1700s.[3]

Gosains and bairagis were able to engage successfully in trade and finance during the eighteenth century because they not only possessed excellent commercial intelligence and political connections but had access to a sufficient degree of independent armed force to back their profit-making ventures. In fact, the unsettled conditions of the middle of the century can be seen in retrospect to have benefited the monastic armies, since in addition to protecting monastic endowments, sectarian shrines, pilgrimage routes, and commercial interests, gosain and bairagi regiments were increasingly incorporated in the armies of the major regional powers. Hence, despite the early commonality of commercial interests between the new English trader-rulers and the well-placed gosain and bairagi merchants, it was inevitable that in the rich province of Bengal armed monks and Company soldiers would come into conflict. When it did occur, that conflict took the form of a prolonged series of skirmishes in Bengal and Bihar over four decades (1760s to 1800), usually referred to as the “sanyasi and fakir rebellion.”

At one level, this rebellion seems to have stemmed from purely materialist motives, namely, from the excessive revenue burdens introduced by the Company on monastic and nonmonastic landlords alike and from the tendency of Company officials to side with landlords in disputes with powerful gosain moneylenders.[4] More important, however, was the fact that sadhus were accustomed to bearing arms while on pilgrimage routes through Bengal and in some cases possessed the right to levy contributions from villages along those routes; in addition, many sadhus sought military service with landlords and petty rajas in the region.[5] Company officials, for their part, were increasingly opposed to such practices and sought to discourage the armed bands of sanyasis and fakirs from operating in the province. One early encounter, recorded by the noted Company surveyor James Rennell who at the time (1766) was mapping territory just south of the Himalayan foothill kingdom of Bhutan, bears testimony to the martial potential of armed monks and the resentment of armed sadhus at the new impositions being placed on them by the Company state. Rennell happened upon a skirmish in progress between Company troops and a force of seven hundred such sadhus; the wounds he received included a saber gash that “cut through my right Shoulder Bone, and laid me open for nearly a foot down the Back, cutting through and wounding some of my Ribs, . . . a cut on the left Elbow, which took off the muscular part of the breadth of a Hand, a Stab in the Arm, and a large cut on the head.”[6]

The Company prevailed in that particular confrontation, but over three decades would pass before the akharas (monastic armies) would be disarmed in Bengal or, at the very least, driven beyond Company-controlled territories. This prolonged confrontation between Company soldiers and armed sadhus is generally understood in terms of the Company desire to establish itself as militarily supreme in the province of Bengal. Rarely, if ever, are the ideological implications of the conflict examined by social historians, and the term “rebellion,” considered a political overstatement given the nature of the conflict, seems now to have been discarded.[7] However, the phenomenon of armed monasticism certainly posed more than simply a “law and order” challenge for newly ascendant Company officials. Armed sadhus were the very antithesis of the world the company-state was endeavoring to create in the eighteenth and nineteenth centuries, namely, a settled peasant society that would render forth vast agrarian revenues on a regular basis with as little resistance as possible. The modern state in India could not countenance recalcitrant sadhus wandering about the countryside armed, dangerous, often naked, and claiming to represent an alternate locus of authority.[8] The Company needed a modern sadhu: a priestly monk unconcerned with worldly power and given over completely to religious contemplation and prayer. Hence Warren Hastings’s proclamation of 21 January 1773 banishing “all Biraugies and Sunnasses [bairagis and sanyasis, or armed Vaishnava and Shaiva monks] who are travellers strangers and passengers in this country” from the provinces of Bengal and Bihar, save “such of the cast of Rammanundar and Goraak [Ramanand and Gorakhnath] who have for a long time been settled and receive a maintenance in land money . . . from the Government or the Zemindars of the province, [and] likewise such Sunasses as are allowed charity ground for executing religious offices.” In other words, those sadhus who were “neither vagrants nor plunderers but fixed inhabitants,” who “quietly employ themselves in their religious function,” could, in Hastings’s view, be tolerated.[9]

Armed monasticism holds more than just military and political-cultural interest, however. There are indications that the rise of Vaishnava and Shaiva monastic soldiering afforded, or in some way reflected, increased entry of people of low social status, particularly those deemed shudra by the twice-born elite, into the major monastic orders in Gangetic north India. In this sense, the history of the armed akharas is not unlike that of the Sikhs in the Punjab, the arming of whom, according to W. H. McLeod, was occasioned by the prolonged infusion of Jat peasants into the Nanakpanthi community.[10] By the eighteenth century the profusion of Jat Sikhs cemented in demographic fact the professed egalitarianism that had long been a powerful ideological component of Guru Nanak’s teaching. Hence for McLeod, Sikh hagiography (which speaks of a unilateral decision on the part of Guru Govind Singh to militarize the Nanakpanth in 1699) masks slow processes of social and demographic transformation.

Similarly, it is possible to perceive the social dimensions of militarization by looking within Shaiva and Vaishnava monastic traditions regarding the decision to take up arms. For example, a widely accepted Dasnami legend recorded by J. N. Farquhar in the early twentieth century held that Shaiva monks took up arms during the reign (and with the approval) of the Mughal emperor Akbar (r. 1556–1605) to defend brahman sanyasis against the persecutions of Muslim fakirs. While the motivational elements of this tradition can be challenged on the basis of both historical and historiographical evidence, it is perhaps more significant that Farquhar also related his general impression that the arming of Shaivas relied on the heavy recruitment of shudras into the elite ranks of the Dasnami order.[11] Whether shudras were indeed actively recruited as soldier Dasnamis, or whether the assertion of past military recruitment became a convenient way of explaining the increasing number of shudras in the order, the fact remains that today certain segments of orthodox, high-caste Dasnamis avoid commensal relations with warrior monks because of the latter’s supposedly low origins.[12]

One can see stronger suggestions of the involvement of shudras (and, indeed, others of low and marginal status such as women and untouchables) in traditions relating to Vaishnava monastic soldiering. One important Vaishnava narrative holds that the arming of bairagis was the product of a conscious decision made in 1713 by leaders of the four main Vaishnava sampraday—often referred to collectively as the chatuh-sampraday, namely, the orders organized around the teachings of Vishnuswami, Madhvacharya, Nimbarkacharya, and Ramanujacharya (in which Ramanandis were included).[13] According to this tradition, the major Vaishnava mahants met at Galta, a temple complex and monastic center very near Jaipur, and decided to resort to arms to defend against increasing attacks by Shaiva monks. Significantly, the Galta meeting in 1713 also marked the emergence of Ramanandis (those who look to Swami Ramanand for inspiration) as the dominant force not only among the followers of Ramanujacharya’s teachings, but among Vaishnavas in north India generally.[14] The Galta tradition provides an interesting twist, however: it was also decided in 1713 to declare the untouchable, shudra, and female members of Ramanand’s original fourteenth-century coterie of disciples as “illegitimate” transmitters of tradition; in other words, untouchables, shudras, and women would continue to be admitted as Ramanandi novitiates, but henceforth they would have to link themselves to the Ramanandi past via one of the original male, twice-born (in this case, either brahman or kshatriya) disciples of Ramanand. While on the one hand this decision may have reflected the rise of caste mores amongst Vaishnavas, I prefer to interpret it as a move by socially conservative Vaishnavas to limit the ideological effects of what may have been a heavy influx of non-twice-born Ramanandis.[15]

According to a related and specifically Ramanandi tradition recorded by the anthropologist Peter van der Veer in Ayodhya in the 1980s, loosely organized bands of armed bairagis wandered about north India long before 1700 and were given formal military hierarchy by one Swami Balanand in the eighteenth century.[16] Today the Balanand math (temple-cum-monastery) in Jaipur continues to claim credit for the formalization of the armed Vaishnava akharas. Though elements of the Galta and Balanand traditions appear contradictory (the reasons for which become clearer in the following chapter), they both point to the importance of Ramanandis, and particularly Ramanandis in the Jaipur region, in the formation of soldiering orders among Vaishnavas. That a Vaishnava call to arms should have been associated with the increased influence of Ramanandis is not surprising, since the social liberalism that is associated with Ramanand would have facilitated the process of military recruitment by opening monastic ranks to the lowly.[17] This point is underlined in Ayodhya itself, where a banner emblazoned with Swami Ramanand’s famous admonition against inequality—“Ask not of caste and the like, if you love God you belong to God”—decorates the entrance to the Hanuman Garhi, the main headquarters of Vaishnava soldier monasticism in north India.[18]

Records housed in the Kapad Dwara (warehouse of valuables) of the Jaipur state provide independent corroboration of Vaishnava arms and of attempts to limit the entry of the low-born into the Ramanandi sampraday in the Jaipur region after 1700.[19] In the 1720s and until his death in 1743, Maharaja Jai Singh II evinced a strong interest in religious affairs, particularly religious affairs having to do with the Vaishnava institutions in his realm.[20] And, not unlike Warren Hastings a half century later, Jai Singh II apparently looked askance at the phenomenon of armed monasticism and sought to discourage it. To this end, he solicited and received four separate bond agreements containing pledges from prominent Vaishnava mahants, nine of whom identify themselves clearly as “Ramanandi,” to give up the practice of keeping arms and to boycott or otherwise punish those who continued to do so.[21] From separate correspondences it is evident that the Maharaja also solicited opinions from Bengali Vaishnavas regarding the rights of shudras and other low classes, and obtained pledges from Ramanandi mahants and other Vaishnavas not only to maintain strict caste rules in commensal relations but to no longer accept shudra and antyaj (low-born) disciples.[22] The fact that Jai Singh II’s efforts to impose orthodox behavior on Vaishnava monks involved the demilitarization of the armed akharas in tandem with the barring of low-born novitiates suggests that arms and low status were connected not just in the Maharaja’s vision of a neo-orthodox Vaishnavism but in the social-historical reality of Ramanandi monasticism.

Hence, though questions and ambiguities remain, both Vaishnava and Shaiva monastic traditions evince links between soldiering and low status. What requires further elucidation are questions regarding functionality and causation: namely, did the need for an armed defense on the part of the monastic orders compel a relaxation of social restrictions in order to spur recruitment? Or, conversely, was the arming of monks the result of the influx of peasants (as with pastoralist-cum-peasant Jats in the Sikh case) and others of low or marginal status into monastic communities, and if so why was militarism the result of that influx? (This is a question that needs greater elaboration with respect to Sikhs as well.) A third possibility that must be considered and that, by implication, obscures any functional relationship between militarization and social change is that the history of monastic soldiering has been used in the more recent past by conservative, high-caste elements in the orders to explain (by way of apologizing for) the contemporary presence therein of shudras, untouchables, and women.[23] An important related question concerns the organizational status of the military akharas in the nonmilitary sections of the religious orders with which they were associated. The tenuous relationships that today exist between “orthodox” (and generally high-caste) Vaishnava and Shaiva monks, on the one hand, and their respective military akharas, on the other, suggest that sectarian traditions regarding the sudden mobilization of the latter in defense of the former may well have masked more prolonged—if contentious—processes of social openness within the orders as a whole. Indeed, the fact that the military akharas survived the monopolization of arms by the East India Company in the late eighteenth and early nineteenth centuries and continue to thrive as important sections of both Shaiva and Vaishnava monasticism in the late twentieth century suggests that their significance to the religious life of north India was (and is) more social than military.[24]

Whatever the answers to these questions, more research is necessary to know the exact fate of the monastic armies after the passing of the eighteenth century. Certainly, despite the loss of an explicit military function, the trappings of military culture implicit to armed monasticism remained for the most part intact under British rule. The soldier sadhu would become domesticated as a conventional monastic type (as naga) and would complement other forms of monasticism organized around scholarship, devotion and worship, itinerancy, or some combination thereof.[25] Given the apparent survival of the culture (if not the function) of military monasticism, it seems likely that members of the wealthy akharas were able to fall back on the substantial endowments, mostly in the form of land, acquired during the turbulent eighteenth century when their military and financial services were in demand. It is also possible that the many thousands of soldier monks supported by the frequent warfare of the eighteenth century simply melted back into the peasant countryside after the supremacy of British-Indian arms had been established in the early nineteenth century. Such an eventuality would be difficult to document; nevertheless, this was the argument of W. G. Orr—whose main evidence was the nineteenth-century proverb that “the man who smears his body with ashes [i.e., the naga sadhu] can wash it clean again, but the man who has his ears pierced (that is, becomes a Yogi) is a Yogi all his days.”[26]


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Sadhus and Shudras in North India, ca. 1700–1900
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