
Upanayana (Sanskrit:उपनयन,romanized: upanayana,lit. 'initiation'[a]) is aHindu educational sacrament,[3] one of the traditionalsaṃskāras or rites of passage that marked the acceptance of a student by apreceptor, such as aguru oracharya, and an individual's initiation into a school inHinduism. Some traditions consider the ceremony as a spiritual rebirth for the child or futuredvija, twice born. It signifies the acquisition of the knowledge of and the start of a new and disciplined life as abrahmāchārya. The Upanayanam ceremony is arguably the most important rite forBrāhmaṇa,Kṣatriya, andVaiśya males, ensuring his rights with responsibilities and signifying his advent into adulthood.[4]
The tradition is widely discussed in ancientSamskṛta texts of Hinduism and varies regionally.[5] The sacred thread or yajñopavīta (also referred to asJaneu,Jandhyam,Pūṇūl, Muñja and Janivara[6] Yonya[7]) has become one of the most important identifiers of theUpanayana ceremony in contemporary times, however this was not always the case.[8] Typically, this ceremony should be performed before the advent of adulthood.
According to the given community and its regional language, it is also known by numerous terms such as:-
Upanayana literally means "the act of leading to or near, bringing", "introduction (into any science)" or "initiation" (as elucidated byMonier-Williams).[9] Upanayana is formed from the root √nī meaning 'to lead'.Nayana is a noun formed from the root √nī meaning 'leading to'. The prefixupa means 'near'. With the prefix the full literal meaning becomes 'leading near (to)'.[10] The initiation or rite of passage ceremony in which the sacred thread is given symbolizes the child drawn towards a school, towards education, by the guru or teacher.[9] The student was being taken to the Gods and a disciplined life.[11][12] As explained byPV Kane, taking (the child) near the acarya (for instruction), or alternately "introducing to studenthood".[13] It is a ceremony in which a teacher accepts and draws a child towards knowledge and initiates the second birth that is of the young mind and spirit.[5]
A popular variation isMauñjibandhana, derived from two wordsmuñja, a type of grass, andbandhana which means to tie or bind.[14] The munja grass is tied around the waist.[14] This word was used byManu.[15] Another variation isvratabandha(na) meaning "binding to an observance".[16] The wordjaneu is a condensed version ofyagyopaveeta.[17] The ceremony is also known aspunal kalyanam (meaning auspicious thread ceremony)[18] andBrahmopadeśa.[19]
The sacred thread or upper garment is called theyajñopavīta (Sanskrit:यज्ञोपवीतम्,romanized: yajñopavītam), used as an adjective, which is derived from the termsyajña (sacrifice) andupavīta (worn).[20][21] The literal meaning would then become "something worn on the body for the sacrifice".[22] Accoutrements offered along with theyajnopavita may include be adaṇḍa (staff) and amekhala (girdle).[23]

The earliest form of this saṁskāra, whose name there are no records of, may have been to mark the acceptance of a person into a particular community.[15] Indologically, the ritual is present in theGṛhyasūtras andDharmasūtras andDharmaśāstras, as well as a couple of times in theSaṃhitās.[16][24]
Educational courses or training has been referred to in theChandogya Upaniṣad[b] and in theYājñavalkya Smṛti; Gharpure writes that during theSmṛti period, Upanayana may have attained a permanent fixture if the life of students to be as compared to being optional before.[11]
In theAtharvaveda, and later in theSutras period, the wordupanayana meant taking responsibility of a student, the beginning of an education, a student's initiation into "studentship" and the acceptance of the student by the teacher.[25]Preceptors could include aguru,ācharya, upādhyāya, and ṛtvik.[26]
Gradually, new layers of meaning emerged, such as the inclusion ofgoddess Sarasvatī or Sāvitrī, with the teacher becoming the enabler of the connection between this goddess and the student.[25] The meaning was extended to includeVedāngas and vows among other things.[c][29]
The education of a student was not limited to ritual and philosophical speculations found in theVedas and theUpaniṣads. It extended to many arts and crafts, which had their own, similar rites of passages.[30] TheAitareya Brāhmaṇa,Āgamas, andPurāṇas genres of literature in Hinduism describe these asŚilpa Śāstras.[30] They extend to all practical aspects of culture, such as the sculptor, the potter, the perfumer, the wheelwright, the painter, the weaver, the architect, the dancer, and the musician.[d][30] The training of these began from childhood and included studies aboutdharma, culture, reading, writing, mathematics, geometry, colours, tools, as well as traditions and trade secrets. The rites of passage during apprentice education varied in the respective guilds.[31][32]Suśruta andCharaka developed the initiation ceremony for students of Āyurveda.[33] TheUpanayana rite of passage was also important to the teacher, as the student would therefrom begin to live in thegurukula (school).[34]
Upanayana became an elaborate ceremony, that includes rituals involving the family, the child and the teacher. A boy receives during this ceremony a sacred thread called theyajnopavita to be worn. Theyajnopavita ceremony announces that the child had entered into formal education.[35][36] In the modern era, the Upanayana rite of passage is open to anyone at any age.[1] The Upanayana follows theVidyārambhaṃ, the previous rite of passage.[14]Vidyārambhaṃ became an intermediary samskāra following the evolution in writing and language.[37]Vidyārambhaṃ now marked the beginning of primary education or literacy while Upanayana went on to refer to spiritual education.[37][38] The Upanayana can also take place at the student's home for those who are home-schooled.[39] Ceremonialbhikṣa as one of the rituals during Upanayana became important, attaining sizeable proportions.[40] The actual initiation occurred during the recitation of theGāyatrī Mantra.[41] The spiritual birth would take place four days after the initial Upanayana rituals. It was then that the last ritual was performed, the Medhajanana.[42][43] TheSamavartanam or convocation ritual marked the end of the course.[44] The Upanayana became a permanent feature around the Upaniṣad period.[45]
Attire includes a daṇḍa or staff and a mekhala or girdle.[46]

In Hindu traditions, a human being is born at least twice—once at physical birth and second at intellectual birth through teacher's care. The first is marked through theJatakarman rite of passage; the second is marked throughUpanayanam orVidyārambha rites of passage.[47][48] A sacred thread was given by the teacher during the initiation to school ceremony and was a symbolic reminder to the student of his purpose at school as well as asocial marker of the student as someone who was born a second time (dvija, twice born).[49][50]
Many medieval era texts discuss Upanayana in the context of three of the fourvarnas (caste, class) —Brāhmaṇas,Kṣatriyas andVaiśyas.[51] The ceremony was typically performed at age eight among theBrāhmaṇas, at age 11 among theKṣatriyas, and age 12 among Vaiśyas.[52][53]Apastamba Gryha Sutra (verse 1.1.1.27) places a maximum age limit of 24 for the Upanayana ceremony and start of formal education. However,Gautama Gṛyha Sūtra and other ancient texts state that there is no age restriction and anyone of any age can undertake Upanayanam when they initiate their formal studies of the Vedas.[54]
Śūdras, or the fourth varna, do not have the rite to the Vedic Upanayana or access toVedas as their vidhi is not mentioned in any of theDharmashastras. However, texts such asSushruta Samhita &Dhanurveda prescribe a rite to be initiated for their education regarding these subjects alone.Agamas, particularly Kamika Agama allowsŚūdras to wear the sacred thread & get initiated in the Shaiva Mantras.[35][55]
The large variation in age and changes to it over time was to accommodate for the diversity in society and between families.[56]
Vedic period texts such as theBaudhāyanaGṛhyasūtra encouraged the threeVarṇas of society to undergo the Upanayana.
Initiation to sectarian affiliation is not exclusive to ascetics, but open to householders.[57]
In some texts, some girls belonging to the three varnas undergo upanayana rite of passage.[58][59] In ancient and medieval eras, texts such as Harita Dharmasūtras, Aśvālayana Gṛhya Sutra and Yama Smriti suggest women could begin Vedic studies after Upanayana.[60][61][62][63]
Girls belonging to the three upper varnas who decided to become a student underwent the Upanayana rite of passage, at the age of 8, and thereafter were calledBrahmavadinī. They wore a thread or upper garment over their left shoulder.[60] Those girls who chose not to go to agurukula were calledSadyovadhu (literally, one who marries straight). However, theSadyovadhu, too, underwent a step during the wedding rituals, where she would complete Upanayana, and thereafter wear her upper garment (saree) over her left shoulder.[60] This interim symbolic Upanayana rite of passage for a girl, before her wedding, is described in multiple texts such as the Gobhila Gṛhya Sūtra (verse 2.1.19) and some Dharmasutras.[64]

The sacred thread or the yajnopavita has become one of the most important parts of contemporary Upanayana ceremonies. There are accordingly a number of rules related to it.[8] The thread is composed of three cotton strands of nine strands each.[8][49] The strands symbolise different things in their regions. For example, among Tamils, each strand is for each of theTridevī, the supreme trinity of the Hindu goddessesSarasvatī,Lakṣmī, andPārvatī.[65] According to another tradition, each of the nine threads represents a male deity, such asAgni,Bhaga, andChandra.[66]
The predecessor to the sacred thread was an upper garment (such as a dupatta or an uparane).[67] However, as traditions developed, the upper garment began to be worn continuously. The usage of a thread grew out of convenience and manageability, becoming more popular than alternatives such as a kusa rope.[68]
The ancient Saṁskṛta texts offer a diverse view while describing the yajñopavītam or upavita. The term upavita was originally meant to be any upper garment, as stated inApastamba Dharmasūtra (verse 2.2.4.22–2.2.4.23) or, if the wearer does not want to wear a top, a thread would suffice.[69] The ancient Indian scholar Haradatta[e] states, "yajñopavītam means a particular mode of wearing the upper garment, and it is not necessary to have the yajñopavīta at all times".[69]
There is no mention of any rule or custom, statesPatrick Olivelle, that "required Brāhmaṇas to wear a sacred string at all times", in the Brāhmaṇya literature (Vedic and ancient post-Vedic).[71] Yajñopavīta, textual evidence suggests, is a medieval and modern tradition.[71] However, the termyajnopavita appears in ancient Hindu literature, and therein it means a way of wearing the upper garment during a ritual or rites of passage.[71] The custom of wearing a string is a late development in Hinduism, was optional in the medieval era, and the ancient Indian texts do not mention this ritual for any class or forUpanayana.[69][71]
The Gobhila Gṛhya Sutra (verse 1.2.1) similarly states in its discussion on Upanayana, that "the student understands the yajnopavita as a cord of threads, or a garment, or a rope of kusa grass", and it is its methods of wearing and the significance that matters.[69] The proper manner of wearing the upper garment or thread, state the ancient texts, is from over the left shoulder and under the right arm.[69]yajñopavīta contrasts withPracinavīta method of wearing the upper garment, the latter a reverse and mirror image of former, and suggested to signify rituals for elders/ancestors (for example, funeral).[71]
The idea of wearing the upper garment or sacred thread, and its significance, extended to women.[60] This is reflected in the traditional wearing of sari over the left shoulder, during formal occasions and the celebration of rites of passage such as Hindu weddings. It was also the norm if a girl undertakes the Upanayana ceremony and begins her Vedic studies as aBrahmavadinī.[60]
The sacred Yajnopavita is known by many names (varying by region and community), such asBratabandha, Janivaara, Jaanva,Jandhyam,Poita,Pūṇūl,Janeu,Lagun,Yajnopavita,Yagyopavit,Yonya andZunnar.[72][73]
Scholars[74] state that the details and restrictions in the Upanayana ceremony is likely to have been inserted into ancient texts in a more modern era.Hermann Oldenberg, for example, states that Upanayana — the solemn reception of the pupil by the teacher to teach him the Veda — is joined into texts of Vedic texts at places that simply do not make any contextual sense, do not match the style, and are likely to be a corruption of the ancient texts.[74] For example, in Satapatha Brahmana, theUpanayana rite of passage text appears in the middle of a dialogue about Agnihotra; after the Upanayana verse end, sage Saukeya abruptly returns to the Agnihotra and Uddalaka. Oldenberg states that the Upanayana discussion is likely an insertion into the older text.[74]
Kane, in hisHistory of Dharmasastra reviews,[34] as well as other scholars,[34][75][76] state that there is high likelihood of interpolation, insertion and corruption in dharma sutras and dharma sastra texts on the Upanayana-related rite of passage.Patrick Olivelle notes the doubts inpostmodern scholarship about the presumed reliability ofManusmṛti manuscripts.[77] He writes, "Manusmriti was the first Indian legal text introduced to the western world through the translation of Sir William Jones in 1794". This was based on the Calcutta manuscript with the commentary of Kulluka, which has been assumed to be the reliable vulgate version, and translated repeatedly from Jones in 1794 toDoniger in 1991.[77] The reliability of the Manusmṛti manuscript used since colonial times, states Olivelle, is "far from the truth. Indeed, one of the great surprises of my editorial work has been to discover how few of the over fifty manuscripts that I collated actually follow the vulgate in key readings."[77]

In Nepal, a ceremony is held which combineschoodakarma (tonsure, shave the head) and Upanayanasaṃskāra locally known asBratabandha (Sanskritvrata = promise,bandhana = bond).[78] InNepal, The one who wears the sacred thread are called asTagadhari.
This Sanskara involves the participation of entire family and a teacher who then accepts the boy as a disciple in theGuru–shishya tradition of Hinduism. Gayatri Mantra marks as an individual's entrance to a school of Hinduism. This ceremony ends after the boy goes for his first alms round to relatives and leave for the guru's ashram. Traditionally, these boys were sent to learn in agurukula system of education but in modern times, this act is only done symbolically.[79]
... boy is invested for the first time with the sacred thread ... the three devis Sarasvati, Savitri and Gayatri ...
... in Punjabi, zunnar, the sacred Yajñopavītam worn by Brahmin Hindus ...
(arranged by year)
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