Does the Bhagavad Gita declare that caste is based on birth?
If so, which verses from the Gita declare that caste is based on birth?
What do ancient, Vedantic commentators say?
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It says that all four classes of men--brāhmaṇas, kṣatriyas, vaiśyas and śūdras--are distinguished by their quality of work. This is oopposite to the artificial caste system where people are judged by their birth.
śūdrāṇāṁ ca parantapa
Brāhmaṇas, kṣatriyas, vaiśyas and śūdras are distinguished by their qualities of work, O chastiser of the enemy, in accordance with the modes of nature.
In next verses are described the qualifications for each classes of men:
"Peacefulness, self-control, austerity, purity, tolerance, honesty, wisdom, knowledge, and religiousness—these are the qualities by which the brāhmaṇas work."
"Heroism, power, determination, resourcefulness, courage in battle, generosity, and leadership are the qualities of work for the kṣatriyas."
"Farming, cattle raising and business are the qualities of work for the vaiśyas, and for the śūdras there is labor and service to others."
So now it is clear that four classes of men are judged by their distinguished qualities. Birth alone is not enough to become a brāhmaṇa; one must train himself to develop all qualites of a brāhmaṇa.
Swami Prabhupāda explained the social institution of varṇāśrama-dharma which divides society according to their qualifications.
"The social institution known as varṇāśrama-dharma – the institution dividing society into four divisions of social life and four occupational divisions or castes – is not meant to divide human society according to birth. Such divisions are in terms of educational qualifications. They are to keep the society in a state of peace and prosperity. The qualities mentioned herein are explained as transcendental qualities meant for making a person progress in spiritual understanding so that he can get liberated from the material world." -- Bhagavad-gītā 16.1-3, Purport
ataḥ pumbhir dvija-śreṣṭhā
O best among the twice-born, it is therefore concluded that the highest perfection one can achieve by discharging the duties prescribed for one’s own occupation according to caste divisions and orders of life is to please the Personality of Godhead.
Human society all over the world is divided into four castes and four orders of life. The four castes are the intelligent caste, the martial caste, the productive caste and the laborer caste. These castes are classified in terms of one’s work and qualification and not by birth. Then again there are four orders of life, namely the student life, the householder’s life, the retired and the devotional life. In the best interest of human society there must be such divisions of life, otherwise no social institution can grow in a healthy state. And in each and every one of the above-mentioned divisions of life, the aim must be to please the supreme authority of the Personality of Godhead. This institutional function of human society is known as the system of varṇāśrama-dharma, which is quite natural for the civilized life. The varṇāśrama institution is constructed to enable one to realize the Absolute Truth. It is not for artificial domination of one division over another. When the aim of life, i.e., realization of the Absolute Truth, is missed by too much attachment for indriya-prīti, or sense gratification, as already discussed hereinbefore, the institution of the varṇāśrama is utilized by selfish men to pose an artificial predominance over the weaker section. In the Kali-yuga, or in the age of quarrel, this artificial predominance is already current, but the saner section of the people know it well that the divisions of castes and orders of life are meant for smooth social intercourse and high-thinking self-realization and not for any other purpose.
Herein the statement of Bhāgavatam is that the highest aim of life or the highest perfection of the institution of the varṇāśrama-dharma is to cooperate jointly for the satisfaction of the Supreme Lord. This is also confirmed in the Bhagavad-gītā (4.13).
It is Arjuna who worries about varna shankara. Krishna ignores Arjuna's remark. Instead he talks of Varna being based on karma and guna.
According to the aptitudes resulting from the dispositions of Nature (gunas) and works (karma), the social order of fourfold division has been created by Me. Though I am their originator, know me to be an agent but the spirit unchanging.
The question is whether Gita 4.13 can be interpreted as birth-based caste. The answer is that the karma and Guna of one's previous life certainly influences one's varna in this life. One cannot, however, identify a person's varna simply from the jati or community he is born in. This has been pointed out by Yudhisthira in Mahabharata.
Yudhisthira said, " In human society, O mighty and highly intelligent serpent, it is difficult to ascertain one's caste, because of promiscuous intercourse among the four orders. This is my opinion. Men belonging to all orders (promiscuously) begat offspring upon women of all the orders. And of men, speech, sexual intercourse, birth and death are common. And to this the Rishis have borne testimony by using as the beginning of a sacrifice such expressions as -- of what caste server may be, we celebrate the sacrifice. Therefore, those that are wise have asserted that Character is the chief essential requisite. ...Whatsoever now conforms to the rules of pure and virtuous conduct, him have I, ere now, designated as a Brahmana."
Mahabharata Aranya Parva CLXXIX
People who don't agree with the above sentiment usually object to it by claiming that rituals like upanayana will lose their validity if hereditary varna is given up. Upanyana like rituals should be opened up to all people who learn the Vedas and not be restricted to members of certain endogamous groups.
Does the Bhagavad Gita declare that caste is based on birth?
Yes it does, according to all ancient and orthodox Vedic commentators.
First, from chapter 1:
1.41 - When unrighteousness prevails, O Krishna the women of the clan become corrupt; when women become corrupt, there arises intermixture of castes.
adharmābhi-bhavāt kṛṣṇa praduṣyanti kula-striyaḥ | strīṣu duṣṭāsu vārṣṇeya jāyate varṇa-saṅkaraḥ || 41 ||
1.43 - By the crimes of the clan-destroyers who bring about intermingling of castes, the ancient traditions of the clan and caste are destroyed.
doṣair etaiḥ kula-ghnānāṁ varṇa-saṅkara-kārakaiḥ | utsādyante jāti-dharmāḥ kula-dharmāśca śāśvatāḥ || 43 ||
These verses are saying that when society stops following Dharma, women become corrupt, and when women become corrupt, they will approach any and many men, and their children will be mixed caste or of unknown caste or even without caste like a Mleccha.
The same concept is found in the Vedas and there is even a sutra for it in Jaimini's Purva Mimamsa Sutras, which are commented upon by Shabaracharya:
Adhyaya 1, Pada 2, Sutra 13:
On account of the failings of women, (there can be no certainty regarding one's caste); specially as the son belongs to the progenitor.
Shabara's commentary on that sutra:
Another example of a Vedic text stating what is contrary to direct facts, cited by the Opponent is - "We do not know if we are Brahmanas or non-Brahmanas" (Maitrayaniya Samhita 1.4.11 of the Krishna Yajur Veda). This is auxiliary to the injunction "When the pravaras [ancestral lineages] are being recounted, one should say the deities are our fathers" (Ibid.), which stands in need of justification; and the meaning of the eulogistic passage is that "Even a non-Brahamana would become a Brahmana by the recounting of pravaras [and hence it is necessary for the Brahmana also to recount his pravaras, as one can never be sure of one's brahmanahood (due to possible caste intermixing)"]. It is difficult to know if one is really a Brahmana; - and this is what is figuratively spoken of as "we do not know", and the difficulty in knowing it for certain is due to "the failings of women", and also to the fact that "the son belongs to the progenitor"; this is also indicated by the advice "May you guard this dynastic line with great care." - Apastamba Dharma Sutra 184.108.40.206
The Vedic verse is basically saying, "We don't know if we are Brahmanas or non-Brahmanas, therefore, one should say that their ancestral lineage is the Devas", which admits that caste is based on birth and ancestry.
The Mahabharata says the same thing,
... by uniting themselves with women of other castes, led not by considerations of righteousness but by uncontrolled lust, cause numerous mixed castes to come into existence whose occupations and abodes depend on the circumstances connected with the irregular unions to which they owe their origin.
So all these verses show that the Vedas, Mahabharata, and Bhagavad Gita all unanimously declare that caste is based on birth.
What about Gita verses like 4.13 and 18.41 that are cited by Hindu reformists to try to show that the Gita supports a behavior based caste system?
4.13 - The social system of four castes was generated by Me according to division of Gunas and Karma. Though I am the generator, know Me as a non-agent and immutable.
18.41 - The duties of the Brāhmaṇas, Kṣatriyas; Vaishyas and the Śūdras O Arjuna, are distinctly divided according to their inherent dispositions
brāhmaṇa kṣatriya viśāṃ śūdrāṇāṃ ca paraṅtapa | karmāṇi pravibhaktāni svabhāva prabhavair guṇaiḥ || 41 ||
The word guna in these verses is actually referring to bodily gunas, and not mental gunas. The bodies of the people of the different castes have different gunas, which determines their inherent, genetic predispositions by nature, as this answer shows.
The medieval Vedantic scholar Vedanta Desikan has said,
Owing to the preponderance of such qualities as sattvam, in the body, a man is entitled to be called a Brahmin, a kshatriya, and the like. But this is different from the praise of being a Brahmin that is often given in certain passages, owing to the quality of sattvam and the like in the mind.
Here is Ramanujacharya's commentary for Gita verse 18.41:
Svabhava = nature = own or inherent nature, of Brahmanas, etc. This nature means the past karma that has been the cause of determining the serveral births as Brahmana, etc. The gunas like sattvam, etc are born of this.
Duties, varying according to the qualities born of the natures of Brahmanas, etc., are assigned by the Shastras; i.e., the Shastras ddefine that such are the qualities possessed by Brahmanas, etc., such the duties proper to their station, and such their occupations, etc.
So in conclusion, the Bhagavad Gita declares that caste is based on birth.