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PROYASH SARKAR
proyash@rediffmail.com
ABSTRACT
The aim of this paper is to discuss the complex interrelation of social discrimination, inequality and
difference, and by implication it also deals with the ethical concepts of equality and social justice. Social
discrimination in its multiple facets has appeared to be one of the greatest threats to social justice to the
marginalized lives and life forms of the present-day India. It also creates its own mechanisms of
vanquishing cultural otherness by propagating a particular life form and cultural homogeneity that
promotes ambitions and interests of certain groups. This paper deals with caste, as it was developed into a
system in the post-Rk-Vedic era. It also enquires into what Nietzsche would call a genealogy of the caste
Before entering into the complex interrelation of the concepts associated with
‘difference’, ‘discrimination’ and ‘inequality’ a few words need to be said on these very
concepts in order to get rid of a number of controversies that are often produced by a
stands for the act of deprivation of some persons or the members of a group of certain
rights that they deserve to enjoy. Roughly speaking, the term ‘inequality’, in the legal
procedure, means lack of equal opportunity to and equal treatment of the members of the
society. It also stands for difference of any sort, viz. biological, social, religious,
1
Oxford Dictionary, it is ‘the lack of equality in magnitude, quality, rank, circumstances
etc.’1 I take ‘inequality’ in the latter sense in the present paper and use the term
term. A and B are unequal with respect to F if and only if they are different with respect
It is hardly debatable that people have difference among themselves with regard
to various biological features like sex2, skin colour, height, colour of one’s hair or eyes
etc. One may also be different from others in such cultural factors as the gender that one
belongs to, the language that she speaks as a native speaker, the religion that she
practices, the type of music that she likes, and so on. We are often different by habit like
those relating to food, smoking, etc., sometimes it lies in sexual orientation; and
sometimes it is based on one’s ideologies and the lifestyle that one endorses. The
important point, however, is that these differences constitute a person’s identity. So they
Mere difference does not by itself produce inequality, nor does it tend to promote
discrimination. It follows from the principle of equality as social justice that two persons
may be different under different considerations, yet they can expect equal treatment
under all circumstances. Thus, mere difference can hardly justify social discrimination,
which has always relied upon the prior existence of inequality as something natural. It is
discrimination. I, however, will not take up this issue in the present paper. Granted that
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inequality can be counted as a good reason for unequal treatment of the individuals of the
society who are thus unequal we will see whether this can provide any justification for
Etymologically the term ‘caste’ was originated from the Portuguese term ‘casta’,
which literally means ‘lineage’ or ‘race’. The Concise Oxford Dictionary defines ‘caste’
as ‘Hindu hereditary class, with members socially equal, united in religion, and usualy
following same trades, having no social intercourse with persons of other castes’ and also
as ‘more or less exclusive social class’. In anthropology the term is used in its generic
sense to refer to any social group that is endogamous and the members of which usually
follow the same trades. Among such groups social interaction is often prevented by
various social norms prevailing in the society and social mobility among then is almost
nil. This term is often used to stand for two quite difference concepts of the classical
Indian literature that are variously used to refer to different types of social stratification,
namely, ‘varna’ and ‘jāti’. The etymological sense of this term goes quite close to the
sense in which it is used in anthropology. Taken in this sense the caste of a person is
quite similar to, if not identical with the Indian concept of jāti. Due to the lack of any
other suitable term in English to stand for ‘varna’, throughout this discussion we will use
it in the first of the senses given in The Concise Oxford Dictionary4 and take it to mean
varna rather than jāti. Though there is a lot of confusion about the translation of the term
‘varna’, as we have already noted, now that I have given my initial remarks about the
usage of this term in the context of this paper, there remains, I hope, little scope for any
further confusion about the usage of this term in the present context.
3
Almost all studies in social stratification in India focus on and react against
discriminations that depend upon caste. The ethico-legal concept of justice is the guiding
one basic social virtue that the society cannot deny to provide to its members if it wants
discriminations in our societies. Studies in the caste system of India try to unravel the
Discrimination does not produce inequality; it rather presupposes that people are unequal.
The existence of gender discrimination in our society presupposes, though covertly, that
men and women are unequal in different respects. Similarly, caste based discriminations
presuppose that one’s having a caste makes her unequal to the people belonging to other
castes. I do not think that discrimination is the only widespread social injustice
gives rise to inequality between the people who succeed to meet those standards and
those who fail. So, it is doubly unjust—it produces the inequality presupposed by the
particular goal or a number of related goals by making them essential for the members of
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that group for belonging to a privileged sub-group. In this sense standardization is an
properties of that group projecting them as objective properties. It promotes a new value,
and consequently, discriminates between those who succeed and those who fail to attain
it has always been developed, or sometimes devised, as a means for attaining some goal
of some group, not necessarily the purpose of the group that comprises those people who
cases the groups that are otherwise dominant eulogize some of the non-essential
properties as essential for promoting or protecting its privileges. Perhaps, the most
striking example of this type of standardization is the caste system in India. Among the
four main castes of India, viz. brāhmana, ksatriya, vaiśya, and śūdra, the first one is the
most privileged. Originally, in the Rk-Vedic era, the difference between castes was not
hereditary. It was determined by one’s natural inclination or merit, and action. Perhaps,
the caste division in India is as old as the later Vedic era. In the Rk Veda there was a
single mention of the caste division. In the Purusa Sūkta of Chapter X (Daśama
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Mandala) of the Rk Veda we find only one verse dedicated to an explanation of the origin
In this verse a supreme being was conceived from whose mouth the priest brāhmana was
produced, the warrior (rājanya/ksatriya) was produced from His arms, from His thighs
was produced the trader (vaiśya), and the fourth caste, i.e. the servent (śūdra) was
With a view to the development of the (three) regions 7, He brought into existence the
Brāhmana, the Ksatriya, the Vaiśya, and the Śūdra, from out of His mouth, arms, thighs
In this verse lord Krsna says that the four castes have been produced by him in
accordance with individual merit and action. Most Vedic scholars and historians of
ancient India maintain that in the Vedic period the caste was based on individual merit,
talent and profession. However, the Purusa Sūkta mentioned above may be a later
addition, since the language in which it was composed is more contemporary than the
language in which the other parts of the Rk were written. These scholars think that the
caste division was not there in the early Rk Vedic era. Two reasons have been cited for
this supposition. The first is the one we have just mentioned. That the Purusa Sūkta that
was mentioned above was a later addition to the Rk-Veda shows that the caste division
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was not there in the Rk Vedic era. Later on in the era of the smrti literatures this system
was fortified in India, as it was evident from Manusmrti. Yogīraj Basu, a Vedic scholar
writes, ‘In Rk-samhitā… there are indirect references to the custom of caste division
(varna vyavasthā). From these references the existence of the caste system in the society
can be proved. However, at that time there was no rigid caste division similar to that we
had subsequently. There was no strict compartmentalization among the different castes in
the era of Rk-samhitā.’8 Further he writes, ‘In the Vedic era caste of a person used to be
determined by his/her merit and not the other way round.’ 9 So, originally the ascription of
caste to a person was not according to her birth. Caste was a non-essential property,
though it was made hereditary later on. As we have seen the caste system was originally
made for merely a division of labour, and, perhaps, no discrimination was initially
involved in it. The division of labour was prior to the caste division. Subsequently, it was
made hereditary to secure the interests of the dominant class of the society. It was
according to their heredity. The system became oppressive at the same time. Praśastapāda
writes, ‘the sacred duty of the fourth caste, i.e. śūdra, is to be dominated by the other
three castes….’10 A śūdra should not have any independence of the other three castes.
This is required for a virtuous life of a śūdra. Though Praśastapāda does not clearly
In this respect Praśastapāda follows Manu, who was most eloquent about the
sanctity of the caste system in India. By the time of Manu the caste system succeeded in
spreading its roots throughout the subcontinent. Manu was the most successful compiler
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of the laws of the so-called Classical Indian religion (sanātana dharma). By this, the cart
had already been put before the horse. Rather than making the caste system dependent
upon the division of labour, as it was the case in the early Vedic era, the latter was made
to depend upon the former, and the caste system was standardized to be hereditary, i.e., to
be decided by birth. This standardization had gradually spread its roots in stratified Indian
societies in such a way that it started influencing the life of the monks (sannyāsin-s), who
are expectedly not to be affected by such divisions.12 In the earlier time this
standardization was not required as the social stratification was susceptible to social
mobility. So, this standardization was meant to serve certain purposes. Needless to say
that its purpose was to promote a particular power-structure that served the ambition of
the privileged castes, especially, the first two of them, and also to deprive the
marginalized from their social, economic, and religious rights. Caste was not naturally
related with birth. Thus, this standardization created a new range of differences, which
were originally not there in the system. The aim of this standardization was to promote
type of standardization serves the purposes of the group that promotes it and eulogizes
itself. However, this is not always the case. Sometimes, the interested party does not
Most prevalent examples are the standardization through TV ads and beauty
pageants. A beauty pageant standardizes certain norms of beauty, mostly, female beauty,
and thus, initiates a difference between those who possess the properties eulogized by
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those norms and those who lack them. Apparently, it is a quite innocent thing to do. It
appears not to have any discriminatory intention behind it. However, if we probe deeper
we will see that it indirectly promotes a social discrimination, victims of which are those
who fail to stand those norms. You might have a different sense of beauty, yet gradually
tend to comply with those norms, and it is not an accidental thing to happen, rather, it is
part of a well-calculated move. It thus creates a new difference and then promotes
discrimination. This discrimination is not its ultimate goal. In this instance or in cases of
TV ads, where health, beauty, lifestyle, and even things and events like food, drinks,
festivity, etc. are standardized have one general motive behind them and that is
predominantly some commercial interest. Interestingly, the persons who are thus
eulogized are not the primary beneficiaries of this type of standardization. Though at
times they are also benefited by it as individuals, yet the system was not primarily
developed to serve their purpose. In such instances the beneficiaries remain mostly
invisible. This mechanism works in such a way that the discrimination that comes as a
corollary is hardly observable, and even if it is observable, the relation between it and the
said standardization is not evident. The promoters of this type of discrimination always
remain behind the curtain. This may be called Indirect Discrimination through
standardization.
In its another form, indirect standardization works through some objects generally
associated with a group of people. The beneficiaries are the people who are associated
with those objects, or the people who exist at the epicenter of power of the social order
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where such standardization takes place, or both. It is not to say that in these cases the
objects are eulogized; rather, they work as marks of certain properties people tend to
associate with those who bear those marks. Actually, it is those other properties that are
eulogized. These external things and features are too weak to be taken as marks of those
supposed internal properties, which are to be eulogized. They act as marks only when
they are associated with an already existing social position. Here I am only discussing the
processes that have spontaneity to some extent. In extreme cases some external objects
can be imposed on a group of people as in case of monasteries, the monks or the nuns are
bound to wear certain dresses or to keep certain other objects with them. In India and in
many other parts of the world certain groups of people are supposed to wear particular
types of dresses. Say, for example, a teacher, or a politician should wear certain types of
dresses, in other words, there are certain unwritten dress codes. The society does not
always dictate as to what they should wear rather it imposes certain unwritten norms that
tend to decide what they are not allowed to wear. Any particular attire is utterly irrelevant
to these professions. This strategy of gaining social and political mileage would work if
you were a teacher or a politician. In such cases they will work as marks of wisdom or
compassionate nature. However, if you belong to a different trade this trick will not
work. If you are an engineer or an artiste you cannot prove yourself wise by wearing the
attire typically worn by a teacher. That is why I have urged that these marks are too weak
to work outside of a given context. A form of standardization works here. The incentives
range from social recognition, advertising the trade, selling of a concept (and ultimately
her trade. And the sanctions are also varied ranging from a mere frowning by your peers,
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or a mild criticism, to a physical threat or the threat of getting fired from your job in
extreme cases. Interestingly, the threat comes from the peers’ group and incentives come
from others. This explains many things. These things are so internalized by the people of
the society where they exist that they tend to judge ability or inability of others by those
external marks. A social worker (political) should look like a social worker, a teacher
should look like a teacher, or, an executive should look like an executive. This is a
standardization of looks with the help of external things. This appears to be quite
innocent. However, as in other cases, this type of standardization is also meant for
standardization is to gain social mileage, to make a group and the individuals belonging
to it clearly distinguishable from the rest of the society; and to project as if they are
virtuous in certain ways—they have certain properties that others lack. This shows how
Here we should keep in mind that not all standardization is socially pernicious. A
in certain way, yet the way she presents herself does not produce any social
discrimination. In spite of the apparent similarity between the present instance and the
cases we were considering, they are quite different. The stipulation of the unwritten dress
code for the executive is not discriminatory as it is meant only for the business
community and not for the entire society. The looks that the Indian teacher or the
politician is supposed to bear is meant for the entire society, in the sense that a teacher
should look like a teacher even when she goes to the supermarket or for a dinner; an
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executive, however, is not supposed to bear the executive-look when she goes to the
market. This shows how these two types of standardization differ from each other and
Now it is quite interesting to see why so much restriction has been imposed on
different castes to secure purity of blood. A huge number of injunctions have been
imposed on different social customs and institutions by Hindu law books and the people
who belonged to the epicenter of the power structure of the stratified caste-based Indian
society. Most notable among them are the institutions of marriage and those of education.
For example the laws with regard to the compatibility or incompatibility of one caste with
the others in respect of marriage are delineated in detail. Now the question is what is the
need for the articulation of such laws? If the caste division represents a ‘natural’
difference within the population, then no such imposition seems to be what is called for.
How many of us would like to have a system of prescriptive laws to protect the sanctity
of the rotational system of the planets or imperatives to prevent violation of the law of
gravity? This seems to be ridiculous on its face value. Could not the erudite ancient
‘seers’ realize that things governed by the laws of nature needed no protection of
imperatives imposed by human beings? In a different context Nivedita Menon writes, ‘[If
it] were so natural, it would not require such a vast network of controls to keep in
place.’13 This seems to be a knock down argument against the standardization of the caste
division in India; however, in spite of its prima facie appeal this argument is far less than
convincing. The analogy drawn here between the caste division and the law of gravitation
or the rotational orbit of the planets is a mismatch. In many cases we do interfere in the
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natural processes sometimes to protect the sanctity of it and sometimes to change its
course though always with some goal in mind, usually the goal of one’s own benefit or
the benefit of one’s own species. The technology of producing a new species by
hybridizing two different species was known long before the birth of modern Genetics.
These technologies have often been used to the benefit of humankind. People of many
parts of the world used to know the use of mules. Many other hybrid crops and animals
are produced to serve our purpose. So, the argument that what is natural cannot be
manipulated or controlled does not hold well. If something can be controlled then it is
imperatives could be imposed on them. That is how restrictions have been imposed by
When we want to prevent human cloning our main concern is not to let one
interfere with the constitution of the human species, rather than ensuring purity of blood.
The injunctions on the sexual practices of human species appear to aim at securing purity
of blood for certain species. It is rather a form of passive genetic engineering. Rather than
living the issue to nature the Ancient seers took it upon themselves to decide the
sexual activities of the members of the society. An extreme form of this maneuver was
witnessed during the Nazi regime in their experimentation with the German population
with an intention of producing a pure Arian German race. Just like the Brāhmana-s in
India they believed in the superiority of their own blood and fanatically attempted to
maintain and propagate its purity. Unlike the Indian system it was coercive and that is
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why it cannot be regarded as a form of standardization. This is not to say that there is no
method. Standardization do also produce a selected group of people, but the chosen few
who enjoy the privileges of a stratified society are not the products of direct coercion.
Standardization appears to be a cleverer device for controlling the society; taken at its
Without entering into the more intricate ethical issue of the right to manipulate the
constitution of the human species, we will discuss whether such a claim of manipulating
the society is compatible with the claim that caste is there in blood. Could not the Vadic
seers see that nature has developed its own device for preventing crossbreeding? It is true
that animals of two different but closely related species can produce offspring. However,
the offspring produced by two different species of animals is generally sterile. Such an
animal cannot in its turn have its own offspring. A mule or a hinny is generally sterile,
though there are a few reported instances of a female mule having an offspring with a
male donkey. Even if such information were available to the Brahmin pundits, who
hybridization of certain forms, unless they were alarmists the number is too negligible to
have been the cause of any serious concern for them. This is perhaps, nature’s own way
of preventing manipulation of its order. Then, what was the need for injunctions as those
imposed by Manu and other law givers of ancient India? The need is evidently that of
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creating a chosen sub-group within the society. May it not be urged, then, that it is the
need for creating the myth of a pure blood that produced and sustained such claims?
I am, however, afraid that on a close scrutiny this argument will not suffice to
establish the point it seeks to prove. It is not in general true that nature prevents
development of new hybridized species. Though many new species of plants have been
created by the process of natural hybridization, yet such instances are scarce in the animal
kingdom. The lonicera fly, which is found in North America for the last 250 years, is
known to be one of the very few animal species resulted from natural hybridization.
chromosome number tends to produce a sterile offspring, however animals having the
same genetic number but differing in other genetic codes can produce offspring that are
not sterile. If there is a treasured feature, viz. the colour of the fur, the length of the tail,
the height of the body, etcetera, in one of the animals subjected to such cross-
fertilization, then the new progeny runs the risk of losing it; again newer features could
also be added which might not always be cherished. In case of humans crossbreeding it
may result in losing such genetic features as the colour of the skin, colour of the eyes, or
the height that one has. Then why should not the Brahmins be worried about losing by
way of hybridization the intellectual gifts that they have as a caste? This shows that an
argument from biology in the line of this one cannot make a strong claim against
standardization of caste. In the context of ethics biology can prove almost nothing except
imposing certain negative constraints on our ethical principles. The reason is simply that
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Premise: Natural biology instigates S to do A.
This argument can stand only if we supplement it with an additional premise as the
following:
observable and hardly needs support of any argument.14 I think all ethical arguments that
draw upon biology suffer from this or some similar fallacy unless they avert this risk by
The term ‘natural’ is treacherously ambiguous in this context. When the term is
used in the context of certain sciences like physics, chemistry, geography or physiology,
it deals with certain laws and phenomena that are not results of human intervention, and
which are not subject to alteration. In the human context it is used to stand for that which
two senses, then one cannot be held responsible for having or not having F, for the simple
reason that having or not having F does not depend upon human volition. It is true that
one cannot be held responsible for having an instinct or some other psychological trait of
the mind like the Oedipus complex if that is not voluntarily chosen. The psychologist
tells us that having such features is beyond our control. If it were so, then it would be
foolish to impose moral injunctions upon them. But isn’t it true that if it were within our
control then we would have tried to get rid of the complexes even if it were ‘natural’ in
the second sense mentioned above? So, it is not in general true that no moral injunctions
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can be imposed on what is natural. Still the argument stands. No ethical conclusion can
be derived from a premise based on biology. Rather, from the fact that something is
Menon’s argument hinges on this point. Yet this does not imply that if something is non-
ethical it does not require to get controlled on ethical grounds. Such a thing may have
consequences that have moral implications. In that case it may appear to be our duty,
moral or otherwise, to prevent it. One may hardly be blamed for having a sickle cell
syndrome, yet it may be wise to try to develop a cure for it. Properties that exist in nature
are not subject to ethical judgment, yet they may come under the moral purview as soon
The same may be claimed about the caste division in India. Even if the castes
were determined by birth, and in that sense ‘natural’, yet, it might be urged that
manipulation by human intervention of the caste division was always possible. In that
human beings to prevent dilution of the strict caste division existing in a society. The
more interesting question to ask is whether caste is biological, and the evidences that we
have in our hand proves beyond doubt that it is not. Even the supporters of the caste
arguments derived from social consequences, which, I think, are leagues behind of
proving the point they intend to prove.16 I found the argument in favour of the biological
bases of caste unsound and the arguments from dire social consequence against the
eradication of caste based division frivolous and motivated by vested interest. On the
17
contrary, in this paper we have argued that the caste division is a consequence of
standardization that had a purpose behind it. Pointless to say that it has been successful in
serving the purpose to a great extent. It was the main pillar in the oppressive social and
short run, unless some human intervention intrudes the natural processes to change them.
Some social differences that are conducive to oppressive social structures survive
because of the support that they get from the economic and the political forces that
control the power structure of the society. A considerable amount of energy is spent often
by means of coercion to keep these system working. However, isn’t it quite surprising
that those who are the victims of these oppressive systems conform to it? They
themselves are often the main protagonists of the standards set by such standardization.
these mechanisms. It is very difficult, if not impossible, to point out a single mechanism
Sometimes people are indoctrinated, sometimes things are eulogized so that people get
attracted, sometimes there are coercive forces working stealthily behind it like those
exerted by frowning and social criticism. A huge amount of energy is spent in every
and differences. We have argued in this paper that standardization induces artificial
differences within the society. These differences will be there till the discrimination is not
abolished. After the discrimination has disappeared there would remain no need for the
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difference and hence there would be none. To claim that it will remain even after the
discrimination has disappeared is to claim that you would need a saw even if you have
nothing to cut. For the purpose of standardization is served through discrimination. Social
mechanisms supporting standardization like those instantiated in myths, folklores etc. are
there because they have got the support and indulgence by the people at the center of the
power structure of the society. These mechanisms will keep on working till the support is
inequitable system if and when the purpose of this standardization or the discrimination
that serves this purpose will cease to exist. From the normative perspective we can say
that the goal is to remain different, or perhaps, more different than ever before, and still
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1
NOTES AND REFERENCES
man, woman, and the third sex. It is though an important debate I refrain from entering into it at present. I am not presuming
that what sex a person will have is in no way influenced by cultural factors. On the contrary, I think that our present
knowledge of genetics does not rule out the possibility that the sex of the fetus could to some extent be determined by
cultural factors, at least in some remotely causal way. However, the present state of the art is not as sophisticated as to
however, I shall not take up the latter issue due to space constraint.
4
The Concise Oxford Dictionary, Seventh Edition, 1982.
5
This should not imply that I am accepting essentialism about something or anything at all. One may wonder as to how one
can provide a definition of standardization in terms of certain non-essential properties that are turned into essential
properties for the members of a group for belonging to a preferred sub-group. One way how this can be done is by claiming
that all properties of that group are non-essential, though a selective few of them are only claimed to be essential for the
members of that preferred sub-group. This does not subscribe the present author to the distinction between the essential and
the non-essential properties, nor does it imply the view that all-properties are non-essential. It is neutral on this issue, and
hence, the present author is free to remain non-committal on it, at least in the context of the present paper. What the
definition implies is merely the fact that it is the people who indulge in standardization claim that there is indeed such a
it, there is clear mention of the other three. However, the verses in which we find mention of the castes are not primarily
dedicated to establish this division. See Rk Veda Samhitā—8/11/5-6.These are just some occasional mention of the castes,
where the names of the castes refer to one’s merit rather than her caste. See Rk Veda Samhitā—7/64/2.
7
The three regions are the terrestrial, the celestial and the subterranean. See Manubhāsya of Medhātithi on Manusmrti,
was not only a recognized aśrama within the scheme, but many of the sects amongst the sannyāsīs could only be those who
were Brahmins earlier in the social order. Not only this, the earlier ‘caste’ of the person who became a sannyāsī continued
to cling to him and ‘place’ him to some extent in the discriminatory, hierarchical order of the sādhus themselves.’—Daya
Krishna, ‘Vedic Śākhās: The Root of the Caste System in Indian Society’ p. 25 (it is an unpublished paper privately
http://www.sacw.net/SexualityMinorities/nivedita01Jan2004.html
A Bengali translation of this paper was published in Svakanthe, 3rd year, Vol. 2
14
This may also remind us of Moore’s naturalistic fallacy. Moore’s construal of the fallacy appears to have drawn upon the
features hardwired in human nature. These are passed on to the next generation by the earlier generation. So, the esteemed
qualities of a Brāhmana can be expected only in the offspring of a Brāhmana. As he writes, ‘we look for the pedigree of a
dog, a horse, an ox, then what is our fault if we look for the pedigree of a human being?’-- Hirendranath Dutta, Manur
indebtedness to all members of the group, namely, Professor Tara Chatterjee, Professor Kalipada Baksi, Dr.
Madhabendranath Mitra, Professor Pushpa Mishra, Professor Shefali Miotra, Professor Tirthanath Bandyopadhyay,
Professor Amita Chatterjee, Dr. Kumar Mitra and Dr. Jhuma Chakraborty, for their invaluable comments and suggestions. I
do also extend my sincere thanks to Professor Daya Krishna for sending me a copy of his paper entitled ‘Vedic Śākhās: The
Root of the Caste System in Indian Society’ and also for his comments on an earlier draft of the paper that helped me
improve it further.