Jotirao Phule

 ARTICULATING CASTE

AND MODERNITY:

LOCATING PHULE’S DISCOURSE

MERIN SIMI RAJ1

“A visionary sometimes arrives ahead of his time, and finds himself unable

to mobilize a sufficient social force to ensure the perpetuation of his ideas

in thought and action. Phule’s history is clearly of this category”

(Muralidharan 17).

Jotirao Phule is considered as the first generation Renaissance thinker

of India. (Omvedt 1). Being a reformer and a revolutionary, who was

driven by passionate humanitarianism, he earned the title ‘Mahatma’ from

his followers and contemporaries. It is indeed a different question whether

he has been accorded his due in Indian socio-political history.

Nevertheless, the foundation that he had laid for social revolution provided

the momentum for taking the social revolution to the political realm,

though after a few decades. Unlike many other contemporary reform

leaders, Phule’s conception of ‘reform’ and ‘progress’ began from within

the family structure itself by addressing the gender question and went on

to address larger questions pertaining to casteism and related oppressive

tactics. Omvedt describes Phule as one of the few social reformers who

‘deserve the respect of women’, and also as the ‘first systematic theorist of

caste’.

Though Phule had initiated radical thoughts and actions way back in

the nineteenth century, socio-political history had pushed Phule’s

contributions into the peripheries and he “had to wait for his first

sophisticated historical study till Gail Omvedt’s book (Cultural Revolt in a

Colonial Society: The Non-Brahman Movement in Western India, 1873-

1930) in 1976” (Sarkar 39). Phule was an advocate of the untouchables,

peasants and widows and promoted women’s education and liberation on a

massive scale. His praxis matched his theory as his own wife Savitri Bai


1 Doctoral Student, Dept of Humanities, Indian Institute of Technology, Mumbai.

86 Articulating Caste and Modernity

was also working in the girls’ schools that he had started in 1848 (for

untouchables) and in 1851 (for all castes). The emancipatory activities like

widow remarriage, abolition of child marriage, promotion of education etc

were extended to women from upper castes as well. He had thrown open

the drinking water tank in his house to untouchables in 1868. In the

introduction to Selected Writings of Jotirao Phule, G.P. Deshpande

vouches, “No high caste or bhadralok reformer had ever done such a

thing” (Deshpande 3). Phule was the fore-runner of many revolutionary

and radical socio-political thoughts and praxis. Phule’s Gulamgiri was

published in 1873, two years prior to Dayanand Saraswati’s Satyarth

Prakash. Phule also founded the Satya Shodak Samaj / Society of Truth

Seekers in 1867, four years prior to Arya Samaj. However, Indian history

records Dayanand Saraswathi’s contributions in bold letters but Phule has

been dismissed to the fringes of socio-political history.

1. Phule’s Gulamgiri

Gulamgiri (translated as Slavery), the best known of Phule’s works,

was published on 1 June 1873. In this treatise he equates casteism to

slavery and unleashes a scathing attack on Brahminism and its upholders.

He also deconstructs the Vedas and rips them apart by exposing the

‘conspiracy’ of Brahminical ideology. Phule had definite problems in

accepting the Vedas as the foundation of Indian civilization and tradition

as the majority of the native population did not have even access to the

ancient scriptures. Phule’s theoretical deliberations resulted in the

formation of the Satyashodhak Samaj in the same year. Gulamgiri can be

regarded as the manifesto of Satyashodhak Samaj. The Samaj aimed for a

casteless society build on egalitarian foundations rather than abstract,

infallible centres of power which operated with divine sanctions. Phule

hoped that through organized, collective action the inhuman practices

which sprung from casteist divisions could be eliminated from society.

Satyashodhak Samaj also lacked centralized organizational form and

focused more on individual propagandizing efforts. There was no overall

controlling body and that led to its poor sustenance. The Samaj was

founded on Phule’s insatiable passion for rational egalitarianism but that

was not enough to bind the followers together for long.

Omvedt points out that Phule’s writings were intended to shock people

into awareness rather than to provide an extensive analysis. “They are

unsystematic, sporadic, pictorial rather than discursive, hard-hitting …”

(Omvedt 21). The title of Gulamgiri may raise many an eyebrow even

today. Slavery: (In This Civilised British Government under the Cloak of 

Merin Simi Raj 87

Brahminism) Exposed by Jotirao Govidraw Fule. The work is originally in

Marathi but the preface is in English written by Phule himself, perhaps,

with the intention of communicating directly with the colonial rulers, as

the preface by and large addresses the British government. The treatise is

“Dedicated to the good people of the United States as a token of

admiration for their … devotion in the cause of Negro slavery”. The work

is written in the form of a dialogue between Dhondiba and Jotirao. It is

divided into sixteen sections and deals with a variety of issues ranging

from critiques on the origin of Brahma to an analysis of the efficacy of the

government system and officials. Most of his views and observations on

the sanctity of religious texts are radical and revolutionary to the core and

were often interpreted as blasphemy. Jotirao tells Dhondiba, “My dear, try

reading the Bhagawata once. I assure you, you will prefer Aesop’s

Fables!” (63), to which Dhondiba replies later, “At least they do not

contain anything which would corrupt the minds of young children” (73).

The first nine sections try to re-read the scriptures and challenge its

infallibility. He deconstructs the divine origin theory and even goes to the

extent of making a mockery out of it. “… the account of human beings

given by Manu is completely wrong, simply because it cannot be applied

to all human beings” (48). His observations are rooted in rationality and he

develops his polemic in the most logical sense. He explains how the

Brahminical ideology had seeped into the minds of the people through

scheming conspiracies and apparently innocent coincidences. He talks

about the distortion of history and the ‘great mischief played by a few

Brahmin authors’ (73) in constructing a dominant ideology favourable to

them – “some cunning brahmans must have interpolated this fishy myth

into the ancient treatise” (51). Phule employs a historical materialist

analysis and explains in simple terms how Buddhism was won over by the

Brahmins through the scrupulous, cunning devices of Shankaracharya (74-

75).

If one reads this from the framework of a postcolonial theory that

identifies two main players, the colonizing power British and the native

one would not fail to detect a pro-British stance that underlies throughout

the entire treatise. However, this can be justified as Phule saw the British

as emancipators as against the upper castes who have been trampling the

lowercastes under their foot for centuries. In the preface Phule says,

“Happily for our Shudra brethren of the present day our enlightened

British Rulers have not recognized these preposterous, inhuman and unjust

penal enactments of the Brahmin legislators. They no doubt regard them

more as ridiculous fooleries than as equitable laws” (29). He ends the

preface with an assurance, “if the hearts and minds of the Sudras are made 

88 Articulating Caste and Modernity

happy and contented the British government need have no fear for their

loyalty in future” (35). In the introduction he makes an overt statement,

“And then, as luck would have it God took pity on them and British rule

was established in India. The shudras heartily thank the British for this and

are exceedingly grateful on them” (44). Later he appeals to the British

throne directly. “… the Queen, who alone can remove the bond of slavery

tied around their (the shudras) necks by the wily brahmans” (87).

These statements were later used against Phule and his followers as

‘evidence’ of his pro-British feelings. It should be noted that the

untouchables got recognition as human beings and got an opportunity to

seek employment out of their traditional ‘polluting’ jobs. Hence, Phule

cannot be blamed for seeking solace under the British rule which was far

more emancipatory in terms of education and occupational mobility than

‘home rule’. His appeal to the British – to the outsider – made sense as

there was no hope of finding an ally from within. Besides, Phule’s

personal experiences of discrimination had convinced him that the need to

cleanse the minds of his fellow men and women of the outdated belief

system that propagated inequality and injustice was far more important

than nourishing anti-British feelings. Phule was driven with the conviction

that the British rule would unleash the forces of enlightenment to root out

Brahminical religion that legitimized evil customs and practices. Gavaskar

gives a more pragmatic reason for Phule’s stance. “Given the powerless

site from which Phule was articulating his radical critique of inegalitarian

society, it was inescapable for him to side with one of the two power

centres – the British or the burgeoning nationalist assertion of Brahmins –

to render his reality meaningful” (Gavaskar, 95). At the same time Phule

strategically places his critiques against the British rule as well. “… we are

extremely sad to note that the benevolent British government has ignored

the problem of education of the shudras” (45).

Colonial Rule vs. Brahminical Rule

Phule believed that Brahminical rule is worse than colonial rule. He

sees the brahminical hegemony and ‘their harassing of the shudras and

atishudras as worse than that of the Americans torturing their slaves’ (98).

Compared to the centuries old yoke thrust upon the shudras by the upper

castes, the colonial rule is negligible and does not come across as any

more threatening than Brahminical rule.

“Almost all government departments are so crowded with bhats who

oppress the shudras so much that the stories of their black deeds will

certainly put the oppressive British indigo plantation owners in Calcutta to 

Merin Simi Raj 89

shame” (67). Here Phule is referring to the introduction of Indigo

Plantations in Bengal during the 1850s. The cultivators had rebelled

against the British and this had resulted in quite a furore throughout the

country. The Brahma Samaj had extended legal and organizational support

for the indigo workers during that period. However, the same Samaj was

quite indifferent to the caste question and its inequalities and this had irked

Phule. The point here is not to undermine the efforts of the Brahma Samaj

but to point out its peripheral nature in addressing social issues. While a

revolt against the colonial state gained national status and support the

revolt against the centuries’ long suppression was dismissed as being

casteist and communal.

From section ten onwards Phule tries to expose the Brahminical

hegemony even in the modern systems of governance. “… have acquired

various jobs as clerks etc. in government offices and infested the places so

thickly that it is impossible to find any office, either government or

otherwise, without a brahman in it”. (75). Phule is extremely critical and

skeptical of the social reformist movements under Brahmin leadership.

“Their grandiosely named organizations should not just point out to the

shudras the tiny mistakes of the government and instigate them against the

British. What they should do instead is to realize and remove their own

faults” (79). In section 12 Phule points out that since all the higher level

administrative posts are held by the Brahmins the lower castes find it

highly impossible to access them or to approach them for the alleviation of

their grievances.

Though occupational mobility was not popular, caste was not an issue

at all when it came to the recruitments for British army. “Why, the army

recruits people from all castes; that doesn’t lead people to create mayhem

in India?” (96-97). Phule feels that caste is blown out of proportion only

when Brahmins are kept in charge of the government, official duties.

Army recruitment process is done directly by the government without any

Brahmin intermediaries, hence, no bias. The other reason could be that

entry into Army does not bring about any structural change in the society

in terms of power or hierarchy.

The non-Aryan theory of caste

In Gulamgiri Phule fired his first shots against the theory of Aryan

civilization and their superiority. He challenged the prevalent belief that

the Aryans were the original settlers of the subcontinent. “The rowdy

ancestors of these ruffian brahmans came to our country from outside,

defeated our ancestors and turned them to slaves” (76). It is quite obvious 

90 Articulating Caste and Modernity

that he had the Brahmins in mind when he used the word Aryan. At the

outset of his treatise he attacks the Aryans/brahmans, “The Aryans …

appear to have been a race imbued with very high notions of self,

extremely cunning and arrogant and bigoted” (78). Phule re-interprets the

scriptures by reading the nine avatars of Vishnu as different stages of

Aryan conquest. (80-83. He projects King Bali, a non-Aryan king, as a

counter-symbol of power against the Brahmins. (85).

The Aryan theory of race was a product of the Western thought as it

was developed and popularized by the German philologists especially Max

Muller (1823-1900) during the 1840s and 1850s. Muller had traced a

common ancestry for the Indians and Europeans. Hence, many upper

castes believed that there were blood ties between the British and the caste

Hindus who descended from the common Aryan ancestor! During Phule’s

time the Orientalists like William Jones (1746-1794) and Sir Charles

Wilkins (1749-1836) were using the Aryan theory of race to assert an

ethnic kinship between Europeans and ancient Vedic people. They

asserted that Aryans were the original inhabitants of the subcontinent and

Indian civilization can be seen as primarily derived from Aryan

civilization. The constant interest of European scholars in ancient Aryan

society and their praises of this society was an important moral boost to

high caste Indians. Through this the caste system was subtly lauded as a

means by which people of diverse racial and cultural backgrounds were

brought together and subjected to the civilizing influence of the Aryans

(Michael 2006).

Views on patriotism

Phule had a very sarcastic attitude towards the romanticized notions of

‘patriotism’ promoted by the nationalists. He saw the attempts to

‘nationalise’ and ‘homogenise’ as deliberate efforts to divert the attention

of the shudras and the downtrodden from the real, compelling issues of

oppression and inequality. He was critical about the kind of minimal

education imparted to the shudra children. “Therefore, instead of teaching

the shudras some basic practical knowledge, they fill up their minds with a

lot of rubbish about the fake principles of patriotism and turn them into

devotees of the English state” (67). At another instance, in section XIV he

elaborates this discussion and ridicules the upper castes for their double

standards.

… one should not really be surprised at their distorting the meaning of the

word patriotism because even their ancestors were unable to understand

the true meaning of the term. … Had their ancestors known what 

Merin Simi Raj 91

patriotism really meant, they would never have described the shudras as

inferior to even beasts in their books. … The ancestors of these so-called

enlightened brahmans are supposed to have presented patriotism that is

superior to that of the Greeks! … What fool would accept their advice to

drive the English, who have rescued us from the slavery of bhats, away

from our land? (88-89).

Phule also exposes the ambivalence of the Sepoy Mutiny and its

nationalistic nature. While the revolt was against the ‘loss of caste’, what

implication would it have on those who did not have a caste at all?

However, even those who were outside the caste Hindu fold were forced

to be a part of the struggle though they did not share the common

consciousness. Phule did not consider the 1857 revolt as a nationalist

revolt or war for independence. In fact, he refers to the revolt as the “bhat

rebellion” (94) in which the shudras had no part to play. He also makes a

telling observation that “it would be very difficult to find a single rebellion

against the British which did not have a brahman priest in the leading

position, instigating it either openly or secretly. … who were the people in

the so-called chapati rebellion of 1857? None other than the deshastha

brahmans from the north like Bhatpande, the konkastha brahman Nana,

Tatya Topya such others” (76).

Phule did get support from the upper caste Brahmins when he started

the girls’ school and the school for atishudras. However, voices of dissent

emerged when those shudra children were taught ‘more’ than basic literary

skills. It was then that Phule decided to part ways from his upper caste

friends and continue working on his own with the help of some

sympathetic British supporters. Along with that Phule distanced himself

from the other “nationalist” projects as well as there was no common

consciousness to bind the two historically dichotomous groups together.

To Jotiba’s complaint, “… in 1857 the bhat rebellion broke out. After than

I began to sense that the European officers were giving me the cold

shoulder; they did not speak to me as genially as they used to to, …”

Dhondiba replies, “Why, just because of the arrogance of the bhats they

began to frown at you. That means they chose to ignore and reject the

innocent and side with the guilty!” (94-95). Here it clearly indicates that

Phule and his associates had no intentions of battling against the British; in

fact they were strongly against it. Phule maintained that the upper castes

did not want the shudras to get closer to the British. He admits that for a

while he too was fascinated by the ideals of patriotism and had romantic

notions of bringing about unity by reforming the religious tenets and going

back to the Vedas. Phule says, “They are afraid that if we, shudras, really

become the brothers of the enligsh, we will condemn their wily religious 

92 Articulating Caste and Modernity

books and then these bhats who are so proud of their caste will have to eat

dust; … not even the father of their god brahma will be able to claim that

the bhat is superior to the shudra” (88).

There was definite unrest within the ‘nation’ against the nationalist

projects and struggles undertaken by the ‘leaders’. But those were unheard

voices, which had no forum to protest, no legitimacy to convince and no

power to influence. At one instance, though indirectly, Phule attacks the

upper castes’ ambivalent position on social reforms. They consider

themselves much higher in status than the shudras and boast of their rich

tradition and prestigious status. But Phule feels that they are not even

capable of preventing the evils that prevail within their own community.

“… the bhats always blow their own trumpet. What is the point in taking

such people as partners in such work when they can’t snatch away the

razors from the hands of the barbers who shave their young, widowed

sisters?” (90). In fact, Phule had done more for the rehabilitation of the

Brahmin widows than what his upper caste counterparts had done. Phule

extensively talks about widow remarriage (for all castes) and is against the

seclusion of the widows. However, our history telling was so partial and

blinded that widow remarriage has become synonymous to Rammohan

Roy as he was endorsed by the national party.

Phule vehemently criticizes the double standards of the so-called

national leaders. He feels that the leaders protest against the colonial rule

and at the same time try to appease the British rulers. “One day they wax

eloquent on the occasion of the Queen’s birthday at a public meeting in

order to carry favours from the British and the very next day, they display

exactly the opposite behaviour in newspapers or in their personal talk”

(60). Though Phule saw the British as ‘emancipators’ and ‘saviours’, he

was not a naïve supporter of whatever the British did. It is recorded that in

1880 he was the only member of the Poona Municipality who opposed the

spending of Rs.1,000 for the Viceroy’s visit. (quoted by Omvedt 25). His

extension of support to the British was perhaps a political choice made out

of the compulsion of circumstances.

Call to Action

Gulamgiri concludes with a powerful call to action against the

uppercastes and does not suggest joining hands with the freedom struggle.

In section XIV he justifies his stance. “… the English are here today, but

who knows whether they will be here tomorrow? They won’t be here till

eternity. Therefore, all the shudras should make haste to free themselves

from the ancestral slavery of these bhats” (89). 

Merin Simi Raj 93

Jotirao convinces Dhondiba and manages to plant the seeds of

revolution in him. “Why don’t you denounce their crafty religion and

undertake the task of awakening our ignorant brothers?”, asks Dhondiba.

Jotirao prepares an open letter to be published in all the newspapers with

the title “How the Shudras can emancipate themselves from the slavery of

the Brahma rakshasa”. The letter appeals to the shudra brethren to join

hands in the efforts to emancipate them from the ‘slavery of the bhats’.

Phule is neither too ambitious nor blindly optimistic about the imminent

changes in the socio-political fabric. He admits that it is a rather long

process which is not going to be easy by any means. “Of course, I am

aware that it is an uphill task. Even the Americans, who are far more

advanced compared to other people, had a tough time rescuing their slaves

from the clutches of their own brothers” (96).

2. Phule’s Shetkaryacha Asud

Shetkaryacha Asud (translated as Cultivator’s Whipcord) was written

in 1883 but the publication was delayed as Phule himself said, ‘we the

shudras have amongst us cowardly publishers’. The work is divided into

five chapters followed by two appendices. In Shetkaryacha Asud Phule

addresses the problems of the farmers and peasants and goes on to analyse

them against the historical dominance of the Brahmins.

Addressing the notion of national unity

In chapter V, Phule lists a series of atrocities committed by the

Brahmins, details out the rigid exclusion that they have been practicing for

centuries and repeatedly asks, “so, how will the farmers and brahmans

unite?” (176-178). Phule does not see any sympathetic gestures from the

brahmans’ side towards the peasants; instead he sees the gap widening.

Injustice is meted out to the farmers from all quarters. The farmers’ access

to the systems of governance is incidentally through the Brahmins who are

heading the various sectors under the British government. Even for minor

things the farmers face insult and injury in getting their grievances solved.

“…when water is not available from them, if they go to their superior

officers for justice, instead of water a stream of rude language ensues”

(152). How can one expect a farmer to join hands with the same brahmans

for a political cause which is not even his immediate reality?

In the nationalist scenario fervent attempts were being made to

homogenize culture through the ‘common’ framework of Hinduism. Most

of the social movements addressed the masses through religious 

94 Articulating Caste and Modernity

reformation, by claiming to revive Hinduism to its ancient glory and

restore the egalitarian past that it supposedly had. Phule subverts the

notion of religious reformation altogether and plainly states that “if the

learned Arya bhat brahmans really wish to unite the people of this country

and take the nation ahead, then first they must first drown their cruel

religion … must cease using any artifice in their relationship with the

shudras, who have been demeaned by that religion and trample on

inequality and the Vedanta opinion, and till a true unity is established,

there will be no progress in this country” (178). He is not fascinated by the

temporary relationships that are established in the name of reform

movement or freedom struggle. He says, ‘that improvement will not last

for long’ (178). According to Phule, a few brahmans accepting the shudras

into their fold or a few shudras joining the nationalists will not make any

dramatic difference in the social structure or the psyche of the people.

Unity will remain a distant dream if it is not initiated and supplemented

with equality. Phule’s concerns are not with individuals but with

communities and groups which shape and condition the individual’s

psyche.

Critiques on Reform Movements

Phule criticizes the Hindu reform movements subtly and at times

explicitly as well. In the appendix to Shetkaryacha Asud Phule addresses

the fallacy of treating Sanskrit as the divine language. His argues that

“Vedas were not written for the upliftment of all mankind because most of

the people of the world do not at all speak or know Sanskrit. How can a

scripture which people don’t understand liberate them?” (187). This was

written during the time when Sanskrit was projected by the nationalists

and reformers as the language of Indian tradition and culture.

In the first chapter he makes a passing statement that ‘several wily

brahmans are protecting the silly Hindu dharma’ (130) which obviously

refers to the Arya Samaj and the associates. During the time of Phule,

Arya Samaj was flourishing well in Calcutta and had formed a sister

organization in Bombay named Prarthana Samaj. Their aim was to revive

interest in Vedas and Phule had found this quite disturbing as it meant the

reiteration of the age-old myths which acknowledged and reinforced the

hegemonic hierarchy of caste. Though the nationalist / reform movements

spoke social uplift with vigour and enthusiasm, they practiced

discrimination even in education given to the shudra children. The

learning given to them is deliberately designed to remind them of their

lower status and condition them in such a way that they remain in the 

Merin Simi Raj 95

outskirts of mainstream social life throughout. “The Arya bhats and

brahmans do not admit shudra farmers’ children in their Sanskrit schools

but in their Prakrit Marathi schools … and teach them only the basic

letters, arithmetic and modi, some shloka in Prakrit relating to pretentious

and false Puranas, and a few songs, or teach them lavanis, …. Never

giving them sufficient knowledge to even to keep accounts of expenses at

home. So how would they enter into the mamledar’s offices and become

even clerks?” (122). This ‘second-class citizen’ treatment was with the

knowledge and silent consent of the government. Hence, the lower castes

could never see anything unpatriotic in not identifying themselves with the

nationalist movement. Congress appropriated the benefits of colonial rule

and attributed it to the Hindu reform movements and nationalist political

movement. But, the ‘proper’ education which the lower castes including

Phule received was from the church-based schools and the Anglo-Indian

schools opened by the colonial rulers and not initiated or supported by the

Congress or any of its associate reform movements. (Ilaiah 123-4).

3. Satsar (The Essence of Truth)

The criticism is more direct and poignant in Satsar (translated as The

Essence of Truth) where he takes the names of Brahma Samaj, Arya

Samaj and Prarthana Samaj. Satsar (1885) is a booklet published by Phule

in ‘public interest’. Interestingly it was in the same year that the INC was

formed as a political organization. The first section of Satsar (Number 1)

is in the form of a dialogue between a Brahman and a shudra whose names

are not given. The shudra is member of the Satyashodak Samaj and is

engaging in a debate with the brahman, a member of Brahma Samaj,

regarding the conversion issue of Pandita Ramabai2

. The second section is

a conversation between Kondaji Patil and Tatya – both members of

Satyashodhak Samaj. The final section is between Phule and Yashwant.

At the outset itself Brahma Samaj is accused of being casteist as ‘it

wishes to convert the mahars and mangs to brahmaism’ (207). The shudra

rejects the ‘benevolence’ of the brahmans and says, “we do not want

anything to do with your Prarthana Samaj, Brahma Samaj and the like”

(207). The use of ‘your’ is not accidental but deliberate and indicates that

the Other had already formed in the shudra consciousness. The Brahman

tries to argue that the Brahma Samaj was responsible for religious reforms


2 Pandita Ramabai (1858-1922): a Brahmin woman who converted to Christianity

despite the protests and threats from orthodox Hindus. She initiated reform

movements for women. Wrote a book titled The High Caste Indian Women. 

96 Articulating Caste and Modernity

and had initiated women’s education. But the shudra refutes these claims

and attributes all the progressive moves to the ‘efficacy of the English

rule’ and asks the Brahman to ‘stop boasting about your Brahma Samaj’

(209). During that period all the progressive reform movements were

attributed to the Brahma Samaj by “nationalist” leaders. Phule was also

working towards female education, widow remarriage, abolition of child

marriage etc. Nevertheless his efforts were not appreciated; not only that,

his plays and writings were rejected by the Dakshina Prize Committee as

his activism did not confine to the standards of traditional Hindu society.

There were educated shudras who could understand the lop-sided

stance of these elite reform movements. But they hardly ever critiqued the

reform movements or the leaders openly. In Satsar Phule expresses his

discontent over this silence as well, though in a mild fashion. He says, “…

even the scholars among the shudras never utter a word against the

deceitful mischief created by the brahmans in their big Samaj” (212).

During that time there must have been educated progressive shudras who

joined hands with the Samaj by accepting and supporting the brahminical

efforts to Sanskritize and revive the Vedas.

Phule exposes the paradoxical nature of the elite Samajs which project

themselves as representatives of Indian modernity. “The founders of that

Samaj were the cunning Aryas who were staunch idolators and such

believers in the pride of their caste that they would not touch an English

book when they had bathed and purified themselves. … in order to

preserve the menace of their dharma they have included a rule in their

statutes that no body should talk about dharma” (212). Here Phule is

ridiculing the ideological stance of Brahma Samaj which in principle was

based on Western ideas but in practice could not get out of the Hindu

tenets. Brahma Samaj, at least at the conceptual level, did want to break

away from the religious clutches of Hinduism but ended up as a Hindu

reform movement which also contributed to the ‘nationalization’ of upper

caste Hindu culture. Phule makes it clear in no uncertain terms that that all

the reform movements were initiated by ‘them’ for serving ‘their own’

interests and is not able identify with them in any ways.

Locating Phule in Nationalist Historiography

There were strong voices within the Indian National Congress which

tried to equate nationalism with that of Hindu nationalism. Bal Gangadhar

Tilak, Bipin Chandra Pal and Lajpat Rai were the trio who gave the Hindu

nationalist doctrine a definitive formulation. Tilak even explicitly stated

that ‘religion is an element of nationality’ and reached the conclusion that 

Merin Simi Raj 97

unity existed in India only when Hindu hegemony was secure.

Interestingly the rubric term Hindu addressed only the upwardly mobile

castes and completely forgot about the untouchables who have been

suffering for ages under the Brahminical yoke. During this period when

the political terrain was dominated by the ‘greater Hindu’ nationalists and

the genteel anglophiles of the Indian National Congress, the vehicles of

lower-caste socio-political assertion represented mainly by Phule in

Maharashtra were still on the fringes. The anti-caste movement ignited by

Phule was not acknowledged, let alone supported, by either of the two

factions of dominant nationalist movement. In fact, attention was deviated,

for all the wrong reasons, by focusing on Phule’s pro-British stances. For a

while, from 1887 till 1895 the annual sessions of Congress were held in

conjuction with an Indian Social Reforms Congress. However by 1895

Tilak and his followers wrecked this convention and no one in the

Congress bothered to revive it. Thus, in principle, social reforms were

entirely removed from the Congress’ agenda of action. (Muralidharan 17).

Sukumar Muralidharan, in his essay “Patriotism Without People:

Milestones in the Evolution of Hindu Nationalist Ideology” bluntly

records the reasons for Tilak neglecting Jotirao Phule’s reform

movements. “Phule spoke for the lower orders who were beyond the pale

of the ritualistic Hindu hierarchy. He could not easily be accommodated

within the discourse of Hindu nationalism which was then seeking to

establish its influence, under the leadership of the upper castes”

(Muralidharan 16). Though there were no direct, overt tension between

Phule and Tilak one of Tilak’s close political associates, Vishnu Shashtri,

is said to have described Phule as the ‘sorriest of scribblers with just the

clothing of humanity on him’. (Muralidharan, 18-19). More than anything

this was a typical response of the Brahmin orthodoxy towards Phule’s

reform movements. Though Tilak always reserved his comments on Phule,

his biographer N.C.Kelkar reiterated that Vishnu Shastri’s criticisms

against Phule were certainly justifiable. This can leave one with the

assumption that Tilak’s sympathies were not found anywhere near the

reform movements of Phule. Muralidharan points out that despite the

differences, there has been an effort to assimilate Tilak and Phule into a

common ideological stream. He says, “This is a characteristic tendency of

the Congress brand of nationalism that seeks to fudge the ideological

differences and social tensions that were manifest in the course of the

freedom struggle. This is a pretence that is integral to the Congress’ selfimage as a single party that in microcosm, represents a single nation, in all

its diversities and pluralities” (Muralidharan, 18). Whatever be the reason,

the Tilak-Phule dichotomy was never discussed in national history, as it 

98 Articulating Caste and Modernity

posed the danger of exposing the paradoxes in the ‘national unity’

designed by the Congress and the nationalist movement.

Aloysius quotes M.S.A. Rao and tries to distinguish between the social

reform movements launched by the upper castes and the transformative

movements initiated by the lower castes. “… reform movements among

the upper castes which were merely adjustive in nature, designed to

strenghthen the existing power relations, and the transformative

movements among the lower castes which challenged the established

social order, the value system and the patterns of superordination and

subordination relationships …”. (Aloysius 79). None of the upper caste

reform movements including the celebrated Arya Samaj, Brahmo Samaj or

Prarthana Samaj addressed the caste questions of oppression or the issues

of inequality in any way. They only attempted to reform Hinduism or

Brahminism without disturbing the fundamental principles of hierarchy.

Aloysius tries to make a case for the anti-caste movements by arguing that

they were also ‘national’ in the primary sense of the term as they

addressed the common issues of egalitarianism, education and social

mobility which were the concerns of every progressing nation. Phule, Sree

Narayana Guru and Ambedkar emphasized the need for education.

However the clarion calls of Ram Mohan Roys and Vidyasagars and

Dayanand Saraswatis attained legitimacy as they were the voice of the

dominant political voice – which had almost officially accepted caste

Hindu nationalism as the nationalism. The nationalism which came from

Mahars and Ezhavas were treated as casteist and parochial and hence did

not qualify as ‘national’.

Phule’s points of departure from the colonial nationalist

discourse

There were certain dominant threads which ran common through all

the writings of Phule. Hence the paper had been trying to trace Phule’s

nationalist discourse through his three major writings, it would be

worthwhile to cull out the major points of departure which distinguished

his anti-caste polemic.

1. Challenging the historical and religious base of Brahminical

superiority

2. Rejection of Hindu religion and culture as the national

3. Exposing the non-secular base of Brahma Samaj and Arya Samaj

Merin Simi Raj 99

4. Opposing the nationalist tendency to homogenize and unite under

the rubric of upper caste Hindu cultural symbols and traditional

beliefs

5. Initiation of social reform movements without the patronage of

the Congress or the other dominant reformers.

To make a quick conclusion, it would not be wrong to say that the

above five factors were totally at loggerheads with the nationalist ideology

which tried to homogenize ‘India’ at the cost of less dominant movements

and discourses. The appropriation of Sathyashodhak Samaj, as just another

social reform movement without its anti-caste tag, into the Congress fold

in 1930 reiterates the skepticisms regarding the nationalist definitions and

agenda.

Conclusion

Phule’s anti-caste discourse highlights some nascent issues, which

were diametrically in opposition to the nationalist discourse. The demand

for the political representation of the lower castes, the rejection of Hindu

reform movements, the challenging of the definition of the nation and the

national and the questioning of established political figures could not tally

with the nationalist thoughts of the time. It is difficult to read Phule’s

radical discourse within the framework of the nationalist discourse, which

had been trying to maintain a linearity and harmony in terms of ideology

and events. Anti-caste social reform movements were moving in a totally

different direction and very often projected a pro-colonial approach. In a

way, one can also say that, these movements have not been ‘shut out’ but

they have been ‘shut in’. That is, Phule’s initiatives have been subsumed

by the Congress so that the distinct identity does not jut out and disrupt the

projected harmony.

A reading of the writings of Phule clearly shows his annoyance and

distrust with the dominant mode of the nationalist movement. The

critiques of the recent historians and socio-political thinkers substantiate

this as well. It is, hence, a fact that there existed a disjunction between the

national movement and the anti-caste movements during the colonial

nationalist period. The articulations of caste in the form of Brahmanical

reform movements did get the approval and encouragement from the

nationalists but those articulations which challenged the social system

were ignored.

In the context of the anti-caste movements a re-visiting of recorded

history is imperative in finding their own trajectory which has been 

100 Articulating Caste and Modernity

overshadowed by many a dominant image. In Pandian’s words, “It is by

critiquing/rejecting the civilizational claims of modernity that the lower

castes, at one level, could claim a space for their politics” (Pandian). This

tracing of history from the sociological perspectives is important in the

study of Dalit Literature as well. In Towards an Aesthetic of Dalit

Literature: History, Controversies and Considerations, Sharankumar

Limbale says, “Unlike classical literature, Dalit literature needs to be

studied from a sociological perspective. … And today, instead of teaching

our youth classics, it is more important to teach them what a social

movement is, what the social order is, and what our social problems are”

(Limbale 147). This observation holds relevant for the modern India of

twenty-first century, which still has a history fraught in mythology and

contested pasts. However, these attempts to re-read through the missing

links, gaps, blanks and silences the historiography cannot be limited within

the academia. As Sarkar says, “… an exploration of the social conditions

of production of history cannot afford to remain a merely intellectual

project. It needs to become part of wider and far more difficult efforts to

change these conditions” (Sarkar 46). An explorative study into critiques

of the disjunction between the nationalist movement and anti-caste

movements is also an effort to partake in ‘the wider and far more difficult

efforts’ to make meaning out of the grey areas in social history which had

been ‘historiographically silenced’.