In considering the evolution of modern Hinduism out of the old Vedic religion, three of the many factors responsible for this huge and complicated result deserve special attention. The first is the unusual intensity and prevalence of the religious temperament. This has a double effect, both conservative and alterative: ancient customs receive an unreasonable respect: they are not abolished for their immorality or absurdity; but since real interest implies some measure of constructive power, there is a constant growth of new ideas and reinterpretations resulting in inconsistent combinations. The second is the absence of hierarchy and discipline. The guiding principle of the Brahmans has always been not so much that they have a particular creed to enforce, as that whatever is the creed of India they must be its ministers. Naturally every priest is the champion of his own god or rite, and such zeal may lead to occasional conflicts. But though the antithesis between the ritualism of the older Brahmanism and the faith or philosophy of Śivaism and Vishnuism may remind us of the differences between the Catholic Church and Protestant reformers, yet historically there is no resemblance in the development of the antithesis. To some extent Hinduism showed a united front against Buddhism, but the older Brahmanism had no organization which enabled it to stand as a separate Church in opposition to movements which it disliked. The third factor is the deeply rooted idea, which reappears at frequent intervals from the time of the Upanishads until to-day, that rules and rites and even creeds are somehow part of the lower and temporal order of things which the soul should transcend and leave behind. This idea tinges the whole of Indian philosophy and continually crops up in practice. The founder of a strange sect who declares that nothing is necessary but faith in a particular deity and that all ceremonies and caste observances are superfluous is not in the popular esteem a subverter of Hinduism.
The history of both Śivaism and Vishnuism illustrates these features. Śiva begins as a wild deity of non-moral attributes. As the religious sense develops he is not rejected like the less reputable deities of the Jews and Arabs but remains and collects round himself other strange wild ideas which in time are made philosophical but not ethical. The rites of the new religion are, if not antagonistic, at least alternative to the ancient sacrifices, yet far from being forbidden they are performed by Brahmans and modern Indian writers describe Śiva as peculiarly the Brahman's god. Finally the Śivaite schools of the Tamil country reject in successive stages the grosser and more formal elements until there remains nothing but an ecstatic and mystical monotheism. Similarly among the Vishnuites Krishna is the centre of legends which have even less of conventional morality. Yet out of them arises a doctrine that the love of God is the one thing needful so similar to Christian teaching that many have supposed it must be borrowed.
The first clear accounts of the worship of Śiva and Vishnu are contained in the epics and indicate the existence of sectarian religion, that is to say of exclusive devotion to one or other deity. But there is also a tendency to find a place for both, a tendency which culminates in the composite deity Śankara Nârâyana already mentioned. Many of the Purânas reflect this view and praise the two deities impartially. The Mahâbhârata not unfrequently does the same but the general impression left by this poem is that the various parts of which it consists have been composed or revised in a sectarian spirit. The body of the work is a narrative of exploits in which the hero Krishna plays a great part but revised so as to make him appear often as a deity and sometimes as the Supreme Spirit. But much of the didactic matter which has been added, particularly books XII and XIII, breathes an equally distinct Śivaite spirit and in the parts where Krishna is treated as a mere hero, the principal god appears to be not Vishnu but Śiva.
The Mahabharata and Puranas contain legends which, though obscure, refer to conflicts of the worshippers of Śiva with those who offered Vedic sacrifices as well as with the votaries of Vishnu, and to a subsequent reconciliation and blending of the various cults. Among these is the well-known story of Daksha's sacrifice to which Śiva was not invited. Enraged at the omission he violently breaks up the sacrifice either in person or through a being whom he creates for the purpose, assaults the officiants and the gods who are present, and is pacified by receiving a share. Similarly we hear that he once seized a victim at a sacrifice and that the gods in fear allotted to him the choicest portion of the offerings. These stories indicate that at one time Brahmans did not countenance his worship and he is even represented as saying to his wife that according to rule (dharmatah) he has no share in the sacrifice. Possibly human victims were immolated in his honour, as they were in Kâlî's until recently, for in the Mahabharata it is related how Krishna expostulated with Jarâsandha who proposed to offer to Śiva a sacrifice of captive kings. In the Vishnu-Purâna, Krishna fights with Śiva and burns Benares. But by the time that the Mahabharata was put together these quarrels were not in an acute stage. In several passages Krishna is made to worship Śiva as the Supreme Spirit and in others vice versa Śiva celebrates the glory of Krishna. Vishnuites do not disbelieve in Śiva but they regard him as a god of this world, whereas their own deity is cosmic and universal. Many Vishnuite works are said to be revealed by Śiva who acts as an intermediary between us and higher spheres.
In the following sections I shall endeavour to relate the beginnings of sectarianism. The sects which are now most important are relatively modern and arose in the twelfth century or later, but the sectarian spirit can be traced back several centuries before our era. By sectarians I mean worshippers of Śiva or Vishnu who were neither in complete sympathy with the ancient Brahmanism nor yet excommunicated by it and who had new texts and rites to replace or at least supplement the Vedas and the Vedic sacrifices. It is probable that the different types of early Indian religion had originally different geographical spheres. Brahmanism flourished in what we call the United Provinces: Buddhism arose in the regions to the east of this district and both Vishnuism and Śivaism are first heard of in the west.
The earliest sect of which we have any record is that of the Bhâgavatas, who were or became Vishnuite. At a date which it is impossible to fix but considerably before the epoch of Pânini, a tribe named the Yâdavas occupied the country between Muttra and the shores of Gujarat. Sects of this tribe were called Vrishni and Sâttvata. The latter name has passed into theology. Krishna belonged to this sect and it is probable that this name Vâsudeva was not originally a patronymic but the name of a deity worshipped by it. The hero Krishna was identified with this god and subsequently when the Brahmans wished to bring this powerful sect within the pale of orthodoxy both were identified with Vishnu. In the Mahabharata the rule or ritual (vidhi) of the Sâttvatas is treated as equivalent to that of the Bhâgavatas and a work called the Sâttvata Samhitâ is still extant. Bhâgavata appears to be the most general name of the sect or sects and means simply of the Lord (Bhâgavat), that is worshippers of the one Lord. Their religion is also called Ekântika dharma, or the religion with one object, that is monotheism.
A considerable literature grew up in this school and the principal treatise is often spoken of as Pâncarâtra because it was revealed by Nârâyana during five nights. The name however appears to be strictly speaking applicable to a system or body of doctrine and the usual term for the books in which this system is expounded is Samhitâ. All previous discussions and speculations about these works, of which little was known until recently, are superseded by Schrader's publication of the Ahirbudhnya Samhitâ, which appears to be representative of its class. The names of over two hundred are cited and of these more than thirty are known to be extant in MS. The majority were composed in north-western India but the Pâncarâtra doctrine spread to the Dravidian countries and new Samhitâs were produced there, the chief of which, the Îśvara Samhitâ, can hardly be later than 800 A.D. Of the older works Schrader thinks that the Ahirbudhnya was written in Kashmir between 300 and 800 A.D. and perhaps as early as the fourth century. It mentions the Śâttvata and Jayâkhya, which must therefore be older.
The most remarkable feature of this literature is its elaborate doctrine of evolution and emanation from the Deity, the world process being conceived in the usual Hindu fashion as an alternation of production and destruction. A distinction is drawn between pure and gross creation . What we commonly call the Universe is bounded by the shell of the cosmic egg and there are innumerable such eggs, each with its own heavens and its own tutelary deities such as Brahmâ and Śiva who are sharply distinguished from Vishnu. But beyond this multitude of worlds are more mysterious and spiritual spheres, the highest heaven or Vaikuntha wherein dwells God in his highest form (Para) with his Śaktis, certain archangels and liberated souls. Evolution commences when at the end of the cosmic night the Śakti of Vishnu is differentiated from her Lord and assumes the two forms of Force and Matter. He as differentiated from her is Vâsudeva a personal deity with six attributes and is the first emanation, or Vyûha, of the ineffable godhead. From him proceeds Sankarshana, from Sankarshana Pradyumna, and from Pradyumna Aniruddha. These three Vyûhas take part in creation but also correspond to or preside over certain aspects of human personality, namely Sankarshana to the soul that animates all beings, Pradyumna to intelligence and Aniruddha to individuality. Strange to say these seem to be the names of distinguished personages in the Śâttvata or Vrishni clan. Mere deification occurs in many countries but the transformation of heroes into metaphysical or psychological terms could hardly have happened outside India. Next to the Vyûhas come twelve sub-Vyûhas, among whom is Nârâyana, and thirty-nine Avatâras. All these beings are outside the cosmic eggs and our gross creation. As a prelude to this last there takes place the evolution of the aggregates or sources from which individual souls and matter are drawn, of space and of time, and finally of the elements, the process as described seeming to follow an older form of the Sânkhya philosophy than that known to us. The task of human souls is to attain liberation, but though the language of the Samhitâs is not entirely consistent, the older view is that they become like to God, not that they are absorbed in him.
Thus it is not incorrect to say that the Bhâgavata religion is monotheistic and recognizes a creator of souls. Indeed Śankara condemns it on the very ground that it makes individual souls originate from Vâsudeva, in which case since they have an origin they must also have an end. But Râmânuja in replying to this criticism seems to depart from the older view, for he says that the Supreme Being voluntarily abides in four forms which include the soul, mind and the principle of individuality. This, if not Pantheism, is very different from European monotheism.
The history of these Bhâgavatas, Pâncarâtras or worshippers of Vishnu must have begun several centuries before our era, for there are allusions to them in Pânini and the Niddesa. The names of Vâsudeva and Sankarshana occur in old inscriptions and the Greek Heliodoros calls himself a Bhâgavata on the column found at Besnagar and supposed to date from the first part of the second century B.C.
The Pâncarâtra was not Brahmanic in origin and the form of the Sânkhya philosophy from which it borrowed was also un-Brahmanic. It seems to have grown up in north-western India in the centuries when Iranian influence was strong and may owe to Zoroastrianism the doctrine of the Vyûhas which finds a parallel in the relation of Ahura Mazda to Spenta Mainyu, his Holy Spirit, and in the Fravashis. It is also remarkable that God is credited with six attributes comparable with the six Amesha Spentas. In other ways the Pâncarâtra seems to have some connection with late Buddhism. Though it lays little stress on the worship of goddesses, yet all the Vyûhas and Avatâras are provided with Śaktis, like the Buddhas and Bodhisattvas of tantric Buddhism, and in the period of quiescence which follows on the dissolution of the Universe Vishnu is described under the name of Śûnya or the void. It attaches great importance to the Cakra, the wheel or discus which denotes Vishnu's will to be, to evolve and maintain the universe, and it may have contributed some ideas to the very late form of Buddhism called Kâlacakra. This very word is used in the Ahirbudhnya Samhitâ as the name of one of the many wheels engaged in the work of evolution.
Though the Pâncarâtra is connected with Krishna in its origin, it gives no prominence to devotion to him under that name as do modern sects and it knows nothing of the pastoral Krishna. It recommends the worship of the four Vyûhas presiding over the four quarters in much the same way that late Buddhism adores the four Jinas depicted in somewhat similar forms. Similarly the Śivaites say that Śiva has five faces, namely Îśâna or Sadâśiva (the highest, undifferentiated form of the deity) at the top and below Vâmadeva, Aghora, Tatpurusha, and Sadyojâta, presiding respectively over the north, south, east and west. It is thus clear that in the early centuries of our era (or perhaps even before it) there was a tendency in Vishnuism, Śivaism and Mahayanist Buddhism alike to represent the ineffable godhead as manifested in four aspects somewhat more intelligible to human minds and producing in their turn many inferior manifestations. Possibly the theory originated among the Vishnuites, but as often happened in India it was adopted by their opponents. None of these theories are of much importance as living beliefs at the present day but their influence can be seen in iconography.
As a sect the Pâncarâtras seem to have been a subdivision of the Bhâgavatas and probably at the present day many Vishnuites would accept the second name but not the first. The Pâncarâtra is studied at only a few places in southern India but its doctrines permeate the popular work called Bhaktamâlâ and in view of the express approbation of Râmânuja and other authorities it can hardly be repudiated by the Śrî-Vaishnavas. Bhâgavata is sometimes used in the south as a name for Smârtas who practise Vedic rites and worship both Śiva and Vishnu.
In these early times there were strenuous theological struggles now forgotten, though they have left their traces in the legends which tell how the title of Krishna and others to divine honours was challenged. Amalgamation was the usual method of conciliation. Several gods grew sufficiently important to become in the eyes of their worshippers the supreme spirit and at least four were united in the deity of the Bhâgavatas, namely, Vâsudeva, Krishna, Vishnu and Nârâyana. Of the first three I have spoken already. Nârâyana never became like Vishnu and Krishna a great mythological figure, but in the late Vedic period he is a personification of the primæval waters from which all things sprang or of the spirit which moved in them. From this he easily became the supreme spirit who animates all the universe and the name was probably acceptable to those who desired a purer and simpler worship because it was connected with comparatively few legends. But there is some confusion in its use, for it is applied not only to the supreme being but to a double incarnation of him called Nara-Nârâyana, and images of the pair may still be seen in Vishnuite temples. They are said to have revealed the true doctrine to Nârada and are invoked at the beginning of each book of the Mahâbhârata. One of the main theses of the Nârâyanîya is the identity of Nârâyana and Vâsudeva, the former being a Brahmanic, the latter a non-Brahmanic name for the Deity.
The celebrated Bhagavad-gîtâ which is still held in such respect that, like the New Testament or Koran, it is used in law courts for the administration of oaths, is an early scripture of the Bhâgavata sect. In it the doctrines of Krishna's divinity, the power of faith and the efficacy of grace are fully established. It is declared to be too hard for flesh and blood to find by meditation their way to the eternal imperceptible spirit, whereas Krishna comes straightway to those who make him their sole desire. "Set thy heart on me, become my devotee, sacrifice to me and worship thou me. Then shalt thou come to me. Truly I declare to thee thou art dear to me. Leave all (other) religious duties and come to me as thy sole refuge. I will deliver thee from thy sins. Sorrow not." But the evolution of Saṅkarshana, etc., is not mentioned. The poem has perhaps been re-edited and interpolated several times but the strata can hardly be distinguished, for the whole work, if not exactly paradoxical, is eclectic and continually argues that what is apparently highest is not best for a particular person.
The Hindus generally regard the contemplative life as the highest, but the Bhagavad-gîtâ is insistent in enjoining unselfish action: it admits that the supreme reality cannot be grasped by the mind or expressed in speech, but it recommends the worship of a personal deity. Even the older parts of the poem appear to be considerably later than Buddhism. But its mythology, if not Vedic, is also hardly Puranic and it knows nothing of the legends about the pastoral Krishna. It presupposes the Sâṅkhya and Yoga, though in what stage of development it is hard to say, and in many respects its style resembles the later Upanishads. I should suppose that it assumed its present form about the time of the Christian era, rather before than after, and I do not think it owes anything to direct Christian influence. In its original form it may have been considerably older.
The Bhagavad-gîtâ identifies Krishna with Vâsudeva and with Vishnu but does not mention Nârâyana and from its general style I should imagine the Nârâyaniya to be a later poem. If so, the evolution of Bhâgavata theology will be that Krishna, a great hero in a tribe lying outside the sphere of Brahmanism, is first identified with Vâsudeva, the god of that tribe, and then both of them with Vishnu. At this stage the Bhagavad-gîtâ was composed. A later current of speculation added Nârâyana to the already complex figure, and a still later one, not accepted by all sects, brought the pastoral and amorous legends of Krishna. Thus the history of the Bhâgavatas illustrates the Indian disposition to combine gods and to see in each of them only an aspect of the one. But until a later period the types of divinity known as Vishnu and Śiva resisted combination. The worshippers of Śiva have in all periods shown less inclination than the Vishnuites to form distinct and separate bodies and the earliest Śivaite sect of which we know anything, the Pâśupatas, arose slightly later than the Bhâgavatas.
Patañjali the grammarian (c. 150 B.C.) mentions devotees of Śiva and also images of Śiva and Skanda. There is thus no reason to doubt that worshippers of Śiva were recognized as a sect from at least 200 B.C. onwards. Further it seems probable that the founder or an early teacher of the sect was an ascetic called Lakulin or Lakulîśa, the club-bearer. The Vâyu Purâna makes Śiva say that he will enter an unowned corpse and become incarnate in this form at Kâyârohana, which has been identified with Kârvân in Baroda. Now the Vâyu is believed to be the oldest of the Purânas, and it is probable that this Lakulin whom it mentions lived before rather than after our era and was especially connected with the Pâśupata sect. This word is derived from Paśupati, the Lord of cattle, an old title of Rudra afterwards explained to mean the Lord of human souls. In the Sâṅtiparvan five systems of knowledge are mentioned. Sâṅkhya, Yoga, the Vedas, Pâśupatam and Pâncarâtram, promulgated respectively by Kapila, Hiranyagarbha, Apântaratamas, Śiva the Lord of spirits and son of Brahmâ, and "The Lord (Bhagavân) himself." The author of these verses, who evidently supported the Pâncarâtra, considered that these five names represented the chief existing or permissible varieties of religious thought. The omission of the Vedânta is remarkable but perhaps it is included under Veda. Hence we may conclude that when this passage was written (that is probably before 400 A.D. and perhaps about the beginning of our era) there were two popular religions ranking in public esteem with the philosophic and ritual doctrines of the Brahmans. The Mahâbhârata contains a hymn which praises Śiva under 1008 names and is not without resemblance to the Bhagavad-gîtâ. It contains a larger number of strange epithets, but Śiva is also extolled as the All-God, who asks for devotion and grants grace. At the close of the hymn Śiva says that he has introduced the Pâśupata religion which partly contradicts and partly agrees with the institutions of caste and the Âśramas, but is blamed by fools.
These last words hint that the Pâśupatas laid themselves open to criticism by their extravagant practices, such as strange sounds and gestures. But in such matters they were outdone by other sects called Kâpâlikas or Kâlâmukhas. These carried skulls and ate the flesh of corpses, and were the fore-runners of the filthy Aghoris, who were frequent in northern India especially near Mount Abu and Girnar a century ago and perhaps are not yet quite extinct. The biographers of Śankara represent him as contending with these demoniac fanatics not merely with the weapons of controversy but as urging the princes who favoured him to exterminate them.
Hindu authorities treat the Pâśupatas as distinct from the Śaivas, or Śivaites, and the distinction was kept up in Camboja in the fourteenth century. The Śaivas appear to be simply worshippers of Śiva, who practice a sane ritual. In different parts of India they have peculiarities of their own but whereas the Vaishnavas have split up into many sects each revering its own founder and his teaching, the Śaivas, if not a united body, present few well-marked divisions. Such as exist I shall notice below in their geographical or historical connection. Most of them accept a system of theology or philosophy which starts [204]with three principles, all without beginning or end. These are Pati or the Lord, that is Śiva: Paśu, or the individual soul: Pâśa or the fetter, that is matter or Karma. The task of the soul is to get free of its fetters and attain to the state of Śiva. But this final deliverance is not quite the same as the identity with Brahman taught by the Vedânta: the soul becomes a Śiva, equal to the deity in power and knowledge but still dependent on him rather than identical with him.
Peculiar to Śaiva theology is the doctrine of the five kañcukas or envelopes which limit the soul. Spirit in itself is free: it is timeless and knows no restrictions of space, enjoyment, knowledge and power. But when spirit is contracted to individual experience, it can apprehend the universe only as a series of changes in time and place: its enjoyment, knowledge and power are cramped and curtailed by the limits of personality. The terminology of the Śaivas is original but the theory appears to be an elaboration of the Pâncarâtra thesis that the soul is surrounded by the sheath of Mâyâ.
The early literature of the worshippers of Śiva (corresponding to the Samhitâs of the Pâncarâtras) appears to have consisted of twenty-eight works composed in Sanskrit and called Âgamas. There is fairly good evidence for their antiquity. Tirumular, one of the earliest Tamil poets who is believed to have lived in the first centuries of our era, speaks of them with enthusiasm and the Buddhist Sanskrit works called Âgamas (corresponding to the Pali Nikâyas) cannot be later than that period. It is highly probable that the same word was in use among both Hindus and Buddhists at the same time. And since the Mahâbhârata mentions the Pâśupatam, there is no difficulty in supposing that expositions of Śivaite doctrine were current in the first century A.D. or even B.C. But unless more texts of the Âgamas come to light the question of their age has little practical importance, for it is said by native scholars that of the twenty-eight primary books there survive only fragments of twenty, which treat of ritual, besides the verses which form the text expounded at length in the Śivañânabotham. There are also said to be 120 Upâgamas of which only two or three have been preserved entire. Of these two have been printed in part, the Mrigendra and Paushkara.
The former is cited in the Sarva-darśana-saṅgraha (about 1330) but does not show any signs of great antiquity. It is thus clear that the Âgamas are not much studied by modern Śivaites but it is unhesitatingly stated that they are a revelation direct from Śiva and equal to the Veda and this affirmation is important, even though the texts so praised are little known, for it testifies to the general feeling that there are other revelations than the Veda. But the Vedas, and the Vedânta Sûtras are not ignored. The latter are read in the light of Nîlakantha's commentary which is considered by south Indian Pandits to be prior to Śankara.