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Saturday, October 1, 2011


Recently, I was asked to speak about Upanayanam, one of the Rites of Passages in the Vedic tradition of the Hindus. I did not give the talk. But, having collected some interesting information I decided to share it with all of you.

The word upanayanam in Sanskrit is composed of two parts – upa, meaning near and nayanam meaning to bring. (There are other meanings also, such as nayanam, meaning the eye). The Sanskrit word for rites of passage is samskara. The literal meaning of the word samskara is “to make perfect”, “to polish”. The ceremony is one of 16 major rites of passages. Actually there are 40 rites of passages from birth to death.

All cultures have rites of passages. These are rituals full of symbolism. They are meant to re-enact myths, to connect the individual to the community and society and to connect the individual to nature and universal principles. In addition, they are the best way to teach the children about the myths and the culture of the traditions.

Upanayanam is traditionally performed for the boys in the Hindu Brahmin families and is supposed to be completed at about 7 years of age. After the upanayanam, the boy is initiated into the study of the Vedas. The first birth is physical. Upanayanam is the second birth, birth into the spirituality. (Hence the name dwija, twice-born)

In olden times, girls also had upanayanam. In addition to the brahmins, kshatriya and vaisya varnas also were and even now are allowed to perform upanayanam. However, the age at which upanayanam is performed is 12 to 13 for kshatriyas and 13 to 16 for vaisyas.

What is the significance of the age of the ceremony? Age 7 is chosen for brahmins, because the boy should be able to read and recite so that he can be initiated to the Vedas. Our ancestors thought that the age of 7 will allow margin for the slow learners. But, they wanted to get the boy interested in spiritual matters before his hormones came into play and distracted him.

The brahmin boy was supposed to stay in his teachers (guru’s) house for 12 years after the upanayanam so he can be proficient in all the vedic rituals and other matters. Ksahtriys and vaisyas had to learn other skills and therefore their age for initiation was delayed.

The sudras belonging to the fourth varna were excluded from this. (In spite of all the explanations given for their exclusion, personally I find it a major mistake of our ancestors. As I have mentioned in other places, all systems of religion exclude one group or another resulting in the mistreatment of that group)

This initiation into adulthood and study of religious texts is not special for the Hindu religion. Other traditions have similar ceremonies. For example, in the Jewish tradition, it is called Bar-Mitzvah for the boys and Bat- Mitzva for girls. The age for the girls is 12 and for boys, it is 13. This is when adolescent maturation starts. This is also when most children become capable of abstract thinking. They are considered to be ready to take care of their adult functions and duties, including religious ones.

In Christianity it is called Confirmation. This is one of 7 sacraments, similar to our 16 samskaras. The age is set at 13.

The most relevant one is the Navjote ceremony in the Zoarastrian tradition. Upanayanam might have had its origin in this ancient Persian tradition. This is for both boys and girls and is usually performed after the age of 7 and before they attain maturity. In this ceremony the adolescent gets invested with a shirt called sedreh and a waist-band called kushti which they are supposed to wear all their lives. A waist-band akin to kushti made of straw is tied in the Hindu upanayanam but is discarded the same day. The three threads that are given in upanayanam are considered to be a variant of the Zoroastrian sedreh.

Upanayanam ceremony is celebrated for the boys in all parts of India and Nepal. But the names are different. It is called Poonool ceremony in Tamizh, Odugu in Adhra Pradesh, Munji in Karnataka, Janeu in Hindi-speaking areas, Munja in Marathi and Pravibandha in Nepal.

The upanayanam ceremony has two parts.The main part is the introduction to spirituality and religious studies in the form of OM and Gayatri mantra. This is called brahmopadesam. The other part is the investiture of the sacred thread which is called yagnopavidam. The sequence, however, is wearing the sacred thread first and then the learning of the Gayatri mantra.

What is the meaning behind the three threads? These threads are made of cotton for brahmins, hemp for the kshatriyas and linen for the vaisyas. Why three threads? There are several explanations. That is understandable knowing that three is such a holy number in many traditions. The three threads represent the three Vedas (Rk,Yajur and Saama), say some. Some say that mind (Gayatri), words (Sarasvathi) and deeds (savith) are represented. Other possibilities are: the three states of wakefulness, dreamless sleep and deep sleep; three gunas,namely sattva, rajas and tamas; the three primordial substances of thejas (fire), aapah(water) and anna (food,earth) and so on. Some ayurvedic people think that the three dosahs, humors of vaada, pitta and kappa are represented.

I prefer the explanation given in Brahmopanishad, one of the minor Upanishads of Atharva veda. I prefer this text because, this Upanishad gives adequate explanations for the upanayanam, names the three threads as trivit sutra and explains the meaning of the word sutra and of the three threads. But the most important reason is that the mantra that is used even now when wearing the scared thread is taken from this Upanishad.

Let us start with that mantra first and then look at the meaning. It starts with:
Hrdistha devatah sarva hrdi pranah pratishtithah
Hrdi pranah cha jyotih cha trivitsutram cha yanmahat
Hrdi chaitanye thishtathi.
This means: “In the heart live the Devas. Pranas are installed in the heart. In the heart reside the Supreme Prana and the Light, as also the immanent cause with its threefold constituents and the Mahat principle. It exists within this heart, that is within the consciousness”. This clearly refers to the Samkhya philosophy according to which the universe comes out of the modification of the three gunas (satva, rajas and tamas) in the Prakriti (primordial Matter) and the first evolved part is the Mahat. If you interpret the three parts as that of Prakriti, it will be fire, water and food (earth). The three threads represent the three original substances or principles.

In a subsequent sloka, it says “sutrat sutram ithi aahuh” meaning that it is called sutra (or a thread) because it is the warp and the woof of this universe. Then it says,
Yagnopavidam paraman pavitram
Prajapatheh yatshajam purastat
Aayushyam agryam pratimuncha shubram
Yagnopavidam balamasthu thejah.
This translates as: “Put on this sacrificial thread which is supremely sacred, which became manifest long ago with Prajapati, the first created being and which embodies longevity, eminence and purity. May it bring strength to you”. This mantra has to be uttered while putting on the sacred thread.

The practice is to wear the thread(s) so that it crosses the left shoulder, middle of the chest and then goes under the right arm. The knot which ties the three threads is placed in front of the heart, on the left side. (Ramana Maharishi says that the vedic heart is not on the left). The idea is that the sacred trivit sutra worn outside the heart is an external symbol of the three primordial principles which are inside the heart with the knot lying just in front of the heart.

In a later passage, this Upanishad says that although this sacred thread is essential for those who want to perform vedic sacrifices, it may be discarded by the realized souls (true gnanis).

After investiture of the sacred thread, the boy is ready to learn the secret of the Vedas, in the form of the pranava mantram (OM) and Gayatri mantra. The first guru is the father who teaches Gayatri to his son. In olden days, the boy went to the house or ashram of a guru after initiation by the father. During those 12 years with the guru, the boy is supposed to learn all the vedas, live simple life on food given as alms by householders. This is not “begging” in the modern sense, but in essence it is. The first person, he asks for food soon after wearing the sacred thread and learning the Gayatri is his own mother. This is still enacted in modern day Upanayanams.

Let us get to the famous Gayatri mantra. The derivation of the word Gayatri is : Gayantham thrayate yasmat gayatri ithi abidhiyate. This means: It is called Gayatri because it protects the one who sings (says) this mantra. The sloka is directed at Goddess Savitha. The name comes from the chandas (prosody) or meter in which this poem is set. This consists of 3 lines (called pada) in the stanza and each line has 8 syllables (akshara). Please do not look for the eight syllables, as in English. Sanskrit syllables are counted differently.

There is also a Rk gayatri mantra with 4 lines to a stanza and 6 syllables in each. This meter is called anushtup. I am aware of at least 27 types of chandas or meters and I am not even a Sanskrit scholar.

The Gayatri of Atharva veda is completely different.

Each line of the Gayatri mantra is supposed to represent the essence of one of the three Vedas. The three lines also come from a, u and m, which combined together become the OM sound. Therefore, here is how Gayatri mantra reads:
Om Bhuh Bhuvah Suvah… This is the pranavam and the three parts of the Universe.
That savithur varenyam ……. From the A sound of Om and Rg veda
Bhargo devasya dimahi………..From the U sound of Om and Yajur Veda
Dhiyo yonah prachodayat…….From the M sound of Om and Sama veda.
The meaning is: OM, earth, intermediate universe and the higher universe
That adorable splendor of The Savithr, the originator of the universe, (is to be sought by one seeking the Atman)
(Let us meditate on Savita) who is the Light of the Devas
And may He inspire our thoughts (too).

There are many more parts to the ceremony including the rituals a boy has to practice three times a day after upanayanam etc. They are for a different occasion.

Let me close with a passage from Ramana maharishi on the significance of Upanayanam. I quote: “Upanayanam does not mean just putting around the neck three strands of cotton thread. It means that in addition to the two eyes we all know about, there is a third eye. That is the gnana netram (wisdom eye). Open that eye and recognize your swa –swarupa (own from)”.

Brahmopanishad. Commentary by Swami Madhavananda Advaitha Ashrama Publication. 1973
OM – Gayatri and Sandhya. Svami Mukhyananda. Sri Ramakrishna Math. 1989
Daivathin Kural (Tamil) Lectures by Jagadguru Chandrasekhara Saraswathi of Kanchi. Part 2. Vanathi Padhippakam. 1978. Pages 822-861.
And. Several others.


visala said...

Very Nice article and detailed explanation. I have a question regarding the age for Brahmin boys.. what are the suggested yeares in case if we miss to perform in the age of 7. Is it perferred if its done in the age of 12 i.e. (12th running or 13th running ?)

Makayiram Thirunal Marthanda Varma said...

What a deep ignorance and thoughtlessness. "The sudras belonging to the fourth varna were excluded from this. (In spite of all the explanations given for their exclusion, personally I find it a major mistake of our ancestors. As I have mentioned in other places, all systems of religion exclude one group or another resulting in the mistreatment of that group) " I MUST SAY LOUDLY TO YOU "JANMANAA JAAYATE SOODRA, KARMANAA JAAYATE DWIJA .." Every live on earth belong to Soodra by birth and many live as Soodra without having the chance to divert into the rite path of the Soul for achieving the eternal knowledge. Other statements are also merely bluffing. I am sorry, you must follow the path a little ahead, at-least to have the experimental knowledge, please ... - M.Varma

Makayiram Thirunal Marthanda Varma said...

Upanayanam is ordered to the human beings for refinement through the Shodasa samskaaram from "garbhadhaanam to agni aadhEyam" (16 schools). It is ordered for Soodra to grow and develop. (If some unscrupulous community heads took the bridal and made a control, never blame it on brahmin or varna system. Varna system is introduced for the social development in a time immemorial and later development, it was occupied the great leaders of the society and thus your translation. Please go back and back to the time when there were a very numerous people on earth in the banks of Zindhu and Saraswathi rivers who wanted the welfare of society and afraid of uncivilized aliens.

Unknown said...

Thank you so much for this wonderful post. can we perform Upanayanam for Brothers kids at the same muhurtham if its available? Please let me know.

Balu said...

Thanks to GRK. I am not knowledgeable enough to answer this question.

Unknown said...

Dear GRK
Did you get an answer? I am planning my gsons upanayanam this JUly. Some say it cant be done for brothers the same day. What is the right thing. Brahmoupadesam will be done by the father and by grandfather for another son. Then is it okay. Please let me know at Thanks.
S V Ramakrishnan

Balu said...

I am not a scholar in this area and therefore not qualified to answer this question. But, a blog site I found ( has a whole section on Vaidyanatha Dikshitar’s Dharmasaastra. Answers to questions regarding the 40 samskaras (including upanayanam) and other useful pieces of information are available in this document. This treatise says that, in general, celebrating two auspicious events on the same day is not recommended.
However, there are several versions of agama sastras and others may have different recommendations. Personally, I do not endorse any one of them because I am not qualified to and I have not read them. Besides, I am of the opinion that following the underlying noble philosophical principles of rituals internally with full conviction should be the primary focus and not the external actions.

Chandra said...

Please advise if a man can perform Upanayanam for his son before the 1st death anniversary of his mother(boy's grand mother)

Balu said...

Thank you, As I mentioned in an earlier response, I am not a scholar in this area and am not qualified to answer this question. The best is to ask your local pundit. I also found two blog sites with information on such samskaras. They are: http// and http// authors of those sites may be able to answer your question.

Bhavya S G said...

Sir. I would like to talk to you about this further. Can you pease give me contact details?

Balu said...

Thank you for your interest on this topic. However, hope you understand that I cannot give my contact number in a public forum such as this blog site.
As you can read in my answers to earlier questions on the Comments section: 1. It is best for you to talk to a local priest or scholar to get answers for specific questions. I am not a scholar in the agamas and dharma shastra. 2. In those answers, I have also given links to other sites where these topics are discussed in more detail.
Am sorry cannot be of more help.