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Martial race was a designation created by Army officials of British India after the Indian Rebellion of 1857, where they classified each caste into one of two categories, 'martial' and 'non-martial'. The ostensible reason was that a 'martial race' was typically brave and well-built for fighting, while the 'non-martial races' were those whom the British believed to be unfit for battle because of their sedentary lifestyles. However, an alternative hypothesis is that British-trained Indian soldiers were among those who rebelled in 1857 and thereafter recruitment policy favoured castes which had remained loyal to the British and diminished or abandoned recruitment from the catchment area of the Bengal army. The concept already had a precedent in Indian culture as one of the four orders (varnas) in the Vedic social system of Hinduism is known as the Kshatriya, literally "warriors."
In their attempts to assert control in India, the British faced fierce resistance in some regions while easily conquering others. British officials sought 'martial races' accustomed to hunting, or from agricultural cultures from hilly or mountainous regions with a history of conflict. Others were excluded due to their 'ease of living' or branded as seditious agitators. The doctrine of 'martial races' postulated that the qualities that make a useful soldier are inherited and that most Indians, with the exception of the specified groups, did not have the requisite traits that would make them warriors.
The British recruited heavily from the 'martial races' for service in the colonial army. Sensing the inequalities and fierce loyalty to one's tribe or group of the diverse native peoples of the subcontinent, the British found opportunities to use it to their own great advantage. These already wide divides were a fertile breeding ground to inculcate pride in one's identity based on 'race'. This served the British in two ways. On the one hand it made sure that there was no repetition of the Indian rebellion of 1857 by ensuring there was no unity among the different subjects of the Raj. On the other hand it encouraged a sense of competition among the different 'races'.
British general and scholar Lieutenant-General Sir George MacMunn (1869–1952) noted in his writings "It is only necessary for a feeling to arise that it is impious and disgraceful to serve the British, for the whole of our fabric to tumble like a house of cards without a shot being fired or a sword unsheathed". To this end, it became British policy to recruit only from those tribes whom they classified as members of the 'martial races', and the practice became an integral part of the recruitment manuals for the Army in the British Raj. According to Dr. Jeffrey Greenhut, "The Martial Race theory had an elegant symmetry. Indians who were intelligent and educated were defined as cowards, while those defined as brave were uneducated and backward."
The British regarded the 'martial races' as valiant and strong but also intellectually inferior, lacking the initiative or leadership qualities to command large military formations. They were also regarded as politically subservient or docile to authority. For these reasons, the 'martial races' theory did not lead to officers being recruited from them; recruitment was based on social class and loyalty to the British Raj. One source calls this a "pseudo-ethnological" construction, which was popularised by Frederick Sleigh Roberts, and created serious deficiencies in troop levels during the World Wars, compelling them to recruit from 'non-martial races'. Winston Churchill was reportedly concerned that the theory was abandoned during the war and wrote to the Commander-in-Chief, India that he must, "rely as much as possible on the martial races". After Indian Independence, the Indian Army abandoned this theory and recruitment took place without discrimination.
Critics of this theory state that the Indian rebellion of 1857 may have played a role in reinforcing the British belief in 'martial races'. During this event the troops from the Bengal Native Infantry led by sepoy Mangal Pandey mutinied against the British. The Bengal troopers were recruits drawn from the martial stock of Bhumihar Brahmins and Rajputs of Bihar and eastern Uttar Pradesh. However, the loyal Pashtuns, Punjabis, Gurkhas, Kumaoni/Kumaunis and Garhwalis did not join the mutiny, and fought on the side of the British Army. From then on, this theory was used to the hilt to accelerate recruitment from among these 'races', whilst discouraging enlistment of 'disloyal' poorabiya troops and high-caste Hindus who had sided with the rebel army during the war. Some authors, such as Heather Streets, argue that the military authorities puffed up the images of the martial soldiers by writing regimental histories, and by extolling the kilted Scots, kukri-wielding Gurkhas and turbaned Sikhs in numerous paintings. Richard Schultz, an American Jewish author, has claimed the martial race concept as a supposedly clever British effort to divide and rule the people of India for their own political ends.
The hillmen Kumaonis, Garhwalis, Dogras and Gorkhas were initially a great impediment to the establishment of the British Empire, but once they gave their loyalty to the British they helped them greatly in their administration and were thus given the status of martial race. Kumaonis had helped the British in their efforts against the Gurkhas in the Nepal War. When they were observed by the British to be fighting on both sides—the British as well as the Gorkha side—their valour was given recognition by the British and they were included in the British Army. It is interesting to note that the 3rd Gorkha Rifles was known as the Kumaon battalion when it was formed, and included Kumaonis and Garhwalis along with the Gorkhas. The Kumaonis, once accepted as a martial race, were themselves to be recruited in the Hyderabad regiment and displace the native troops, ultimately becoming the Kumaon Regiment after the independence of India.
Tribes and groups designated as martial classes
In British colonial times
British-declared 'martial races' in the Indian Subcontinent
- Ahirs Ayar yadavas 
- Bhumihar Brahmin (excluded later after rebellions)
- Dhangars (Hatkar)
- Dhund Abbasis
- Kodava (Coorgs)
- Nairs (removed after rebelling)
- Parashar (excluded later after rebellions)
The Marathas were classified as 'non-martial' after the 1857 rebellion. The recruitment of 'Madrassis' for infantry only took place during the Second World War when large numbers of troops were required to defend the British Empire in the form of a newly raised Madras Regiment. The Nairs of Kerala were initially included in the list, however after the Nairs of Travancore rebelled against the British under Velu Thampi Dalawa, they were recruited in lower numbers.
The martial tradition amongst Sikhs seems to have its precepts in the militarisation of the Sikhs by the Sixth and Tenth Sikh Gurus. The tenth Sikh Guru Gobind Singh proclaimed that one Sikh was equal to sava lakh (one hundred twenty five thousand) and a fauj-a one man army.
By the Pakistani military
Though seldom used in today's context, it has been alleged that Pakistan Military believed in the concept of martial races, and thought that they would easily defeat India in a war, especially prior to the Second Kashmir War Based on this belief in martial supremacy, it was popularly said that one Pakistani soldier was equal to four to ten Hindus or Indian soldiers, and thus numerical superiority of the foe could be overcome.
The Pakistan Army was also accused of bias and racism by the Bengalis of East Pakistan who felt humiliated by this dubious theory that was being floated in West Pakistan, that they were not 'martially inclined' compared to the Punjabis and Pashtuns. Pakistani author Hasan-Askari Rizvi notes that the limited recruitment of Bengali personnel in the Pakistan Army was because the West Pakistanis "could not overcome the hangover of the martial race theory".
Defence writers in Pakistan have noted that the 1971 defeat was partially attributable to the flawed 'martial races' theory which led to wishfully thinking that it was possible to defeat the Indian Army based on the theory alone. Author Stephen P. Cohen notes that "Elevating the 'martial races' theory to the level of an absolute truth had domestic implications for Pakistani politics and contributed to the neglect of other aspects of security." Since then, the 'martial race' theory has rarely, if ever, been used by Pakistan.
In the armed forces of modern India
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The martial race classification, which was created by the British, has continued in use with modifications, in order to maintain the regimental system of the Indian Army. The term "martial class" is no longer in use. New categories and classes have been included such as "All India All Class", "Other Indian Caste", etc. The regimental system in the Indian Army has changed with the conversion or raising of new mixed class regiments such as the Parachute Regiment, Brigade of the Guards, Mahar Regiment, and Mechanised Infantry Regiment. Expansion of the Regiment of Artillery and other arms and services which have predominantly all-India class compositions have created vacancies for recruitment for all classes to be represented. As of 2012[update] recruitment in India was maintained in exact proportion to the population of able-bodied men of military age in each state.
Unlike recruitment of soldiers, which is done on a pro rata basis based on the population composition of each state, the selection of officers is officially free of quota or bias towards any state or community. Since deep selection of each candidate is done by means of a nation-wide examination, objective psychological assessment in the Services Selection Boards and medical checking by means of a Services Medical Board is carried out before a merit list is made up. The composition of officer cadets recruited into the Indian Military Academy (IMA) changes from time to time, and these changes reflect the population size and composition of a state and other socio-economic and cultural issues rather than an official bias or selection pattern.
Stephen Cohen has analysed this class-based recruiting pattern in the context of today’s Indian Army:
Infantry recruits for the Indian Army are still chosen on the basis of religious, regional or caste quotas. The British called this distinct recruitment groups "classes" (essentially ethnic groups) and the term is still in use. Various army regiments—Sikhs, Rajputs, Garhwalis, Mahars, Gurkhas, Dogras and so forth—correspond to these classes. Each class has an elaborate tradition anchored in the "martial" history of particular caste or ethnic group, and the different classes engage in friendly competition. The raw material of the army, the jawan, or ordinary soldier, is still drawn from the villages of India. Here he is inculcated with traditional notions of obedience, but he remains tied to the village authority structure; his behaviour in the army reflects upon his village, and caste elders ensure that any runaway is returned to the army for discipline.
Thus today’s armed forces, especially the army (the air force and the navy more closely resemble their western counterparts), represent the melding of ancient practices, recently invented "traditions", and modern professional norms.
Of the figures for the intake of officer cadets into the IMA during the period 1983-87 by region, a substantial 23.24% were from Uttar Pradesh–Uttarakhand. Other states included Punjab (12.32%), Haryana (9.42%), Chandigarh (1.48%), Delhi (9.21%), Kerala (5.26%), Himachal Pradesh (3.73%), Jammu and Kashmir (2.97%), & Rajasthan (4.33%). Under represented states includes Andhra Pradesh (3.78%), Assam (0.55%), Bihar (5.34%), West Bengal (2.47%), Gujarat (0.52%), Karnataka (3.02%), Maharashtra (4.22%), Madhya Pradesh (3.89%), Odisha (1.32%) & Tamil Nadu (2.30%).
- Rand, Gavin (March 2006). "Martial Races and Imperial Subjects: Violence and Governance in Colonial India 1857–1914". European Review of History (Routledge) 13 (1): 1–20. doi:10.1080/13507480600586726.
- Streets, Heather (2004). Martial Races: The military, race and masculinity in British Imperial Culture, 1857-1914. Manchester University Press. p. 241. ISBN 978-0-7190-6962-8. Retrieved 20 October 2010.
- Ethnic Group Recruitment in the Indian Army; by Dr. Omar Khalidi.
- Greenhut, Jeffrey (1984) Sahib and Sepoy: an Inquiry into the Relationship between the British Officers and Native Soldiers of the British Indian Army. (In: Military Affairs, Vol. 48, No. 1 (Jan., 1984), p. 15.
- Rose, H. A. Glossary of the tribes and castes of the Punjab and North-West Frontier Province
- MacMunn, G. F. (1911)The Armies of India; painted by Major A. C. Lovett. London: Adam & Charles Black.
- Greenhut, Jeffrey (1983) The Imperial Reserve: the Indian Corps on the Western Front, 1914-15. In: The Journal of Imperial and Commonwealth History, October 1983.
- Levine, Philippa ( -?- ) Prostitution, Race and Politics: Policing Venereal Disease in the British Empire; p. 284.
- Ethnic Group Recruitment in the Indian Army: The Contrasting Cases of Sikhs, Muslims, Gurkhas and Others by Omar Khalidi.
- Ethnic group recruitment in the Indian army: The contrasting cases of Sikhs, Muslims, Gurkhas and others by Omar Khalidi.
- Country Data - Based on the Country Studies Series by Federal Research Division of the Library of Congress.
- Bose, Mihir. The Magic of Indian Cricket: Cricket and Society in India; p. 25.
- Country Studies: Pakistan - Library of Congress.
- Book review of Martial Races: The military, race and masculinity in British Imperial Culture, 1857-1914 By Heather Streets in The Telegraph.
- Shultz, Richard; Dew, Andrea ( -?- ). Insurgents, Terrorists, and Militias: The Warriors of Contemporary Combat; p. 47).
- Each of the following groups are mentioned in the Annual Class Return, 1925, pp 96-99.
- Tan, Tai Yong (2005). The Garrison State: The Military, Government and Society in Colonial Punjab, 1849-1947. ISBN 978-0-7619-3336-6. Retrieved 2010-09-19.
- The Indian Army and the Making of Punjab, By Rajit K. Mazumder, pp 99, 105
- Ethnic Group Recruitment in the Indian Army by Dr. Omar Khalidi.
- Surridge, Keith (2007). "Martial Races: the Military, Race and Masculinity in British Imperial Culture, 1857-1914 (review)". Journal of Victorian Culture (Edinburgh: Edinburgh University Press) 12 (1): 146–150. ISSN 1355-5502.
- Britten, Thomas A. (1997). American Indians in World War I: At Home and at War (illustrated, reprint ed.). University of New Mexico Press. p. 128. ISBN 0826320902. "The Rajputs, Jats, Dogras, Pathans, Gorkhas, and Sikhs, for example, were considered martial races. Consequently, the British labored to ensure that members of the so-called martial castes dominated the ranks of infantry and cavalry and placed them in special "class regiments.""
- Restricted Peasants and the Restraint of Imperial Power, Indian Army and the Making of Punjab, 2003, R. K. Majumdar
- Ethnic Group Recruitment in the Indian Army by Dr. Omar Khalid.
- Creative Pasts: Historical Memory And Identity in Western India, 1700-1960 From book: "In the early twentieth century, the Marathas were identified as a "martial race" fit for the imperial army, and recruitment of Marathas increased after World War I."
- American Asiatic Association (1942). Asia: Asian Quarterly of Culture and Synthesis. Asia Magazine. p. 22.
- Paul Hartmann, B. R. Patil, Anita Dighe (1989). The Mass Media and Village Life: An Indian Study. Sage Publications. p. 224. ISBN 0-8039-9581-4.
- Kumara Padmanabha Sivasankara Menon (1965). Many Worlds: An Autobiography. Oxford University Press. p. 2.
- Hugh Gantzer (April 1975-March 1976). Imprint. Business Press. p. 80.
- Benjamin B. Cohen (2002). Hindu rulers in a Muslim state L: Hyderabad, 1850-1949. University of Wisconsin--Madison. p. 78. Retrieved 20 July 2011
- "The chief areas for Saini recruitment were the Ambala, Hoshiarpur, and Jullundur Districts. ", The Golden Galley: the story of the Second Punjab Regiment, 1761-1947, pp 313, Sir Geoffrey Betham, Herbert Valentine Rupert Geary,rinted for the 2d Punjab Regiment Officers ̕Association at the University Press, by C. Batey, printer to the university, 1956
- Punjab District Gazetteers, Volume XIV A. , Jullundur District with Maps, pp 269, 1904 , Lahore, Printed at the "Civil and Military Gazette" Press
- "British Sikhs salute Indian success". BBC News. 21 May 2004. Retrieved 12 May 2010.
- The People of India: A Series of Photographic Illustrations, with Descriptive Letterpress, of the Races and Tribes of Hindustan, Originally Prepared Under the Authority of the Government of India, and Reproduced by Order of the Secretary of State for India in Council By John Forbes Watson, John William Kaye, Meadows Taylor, Great Britain. India Office Published by India museum, 1872 Item notes: v. 5
- Bonarjee, P. D. (1899), A Handbook of Fighting Races of India, Calcutta: Thacker Spink (fasc. 1975, New Delhi: Asian Publication Services)
- Barstow, A.E., (Major, 2/11th Sikh Regiment-Late 15th Ludhiana Sikhs), The Sikhs: An Ethnology (revised at the request of the Government of India), reprinted by B.R. Publishing Corporation, Delhi, India, 1985, p. 155, first published in 1928.
- Ranbir S. Sandhu, Sant Janail Singh Bhindranwale - Life, Mission, and Martyrdom, Sikh Education and Religious Foundation, Dublin, Ohio, 1997, page 10.
- Insurgents, Terrorists, and Militias: The Warriors of Contemporary Combat Richard H. Shultz, Andrea Dew: "The Martial Races Theory had firm adherents in Pakistan and this factor played a major role in the under-estimation of the Indian Army by Pakistani soldiers as well as civilian decision makers in 1965."
- An Analysis The Sepoy Rebellion of 1857-59 by AH Amin "The army officers of that period were convinced that they were a 'martial race' and the Hindus of Indian Army were cowards. Some say this was disproved in 1965 when despite having more sophisticated equipment, numerical preponderance in tanks and the element of surprise the Pakistan Armoured Division miserably failed at Khem Karan."
- United States Library of Congress Country Studies "Most Pakistanis, schooled in the belief of their own martial prowess, refused to accept the possibility of their country's military defeat by 'Hindu India'."
- Indo-Pakistan War of 1965.
- End-game? By Ardeshir Cowasjee - 18 July 1999, Dawn (newspaper).
- India by Stanley Wolpert. Published: University of California Press, 1990. "India's army... quickly dispelled the popular Pakistani myth that one Muslim soldier was 'worth ten Hindus.'"
- The Idea of Pakistan By Stephen P. Cohen Published by Brookings Institution Press, 2004 ISBN 0-8157-1502-1 pp 103-104.
- Library of Congress studies.
- Military, State and Society in Pakistan by Hasan-Askari Rizvi, Palgrave Macmillan, ISBN 0-312-23193-8 (Pg 128).
- Pakistan's Defense Journal.
- Gentlemen of the Raj: the Indian ... - Google Books. Books.google.co.in. 2003-12-01. ISBN 978-0-275-97999-7. Retrieved 2010-09-19.
- Cohen, Stephen P. (May 1969). "The Untouchable Soldier: Caste, Politics, and the Indian Army". The Journal of Asian Studies 28 (3): 453–468. (subscription required)
- Cohen, Stephen P. (1971). The Indian Army. Berkeley: University of California Press.