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Causes and the outbreak

The Revolt of 1857 · Part 1 / 1 · Fact-checked on · how we check

Written with AI from the sources listed at the bottom of this page, then fact-checked by a separate AI.

The political causes of the Revolt of 1857 (the doctrine of lapse, the annexation of Awadh, the Mughal title), the economic causes (revenue, the Inam Commission, the taluqdars of Awadh, ruined artisans), the socio-religious causes (the reform laws of 1829–1856, missionaries), the military causes (pay, promotion, batta, the General Service Enlistment Act 1856), the greased cartridges, Mangal Pandey at Barrackpore, and the outbreak at Meerut and Delhi in May 1857.

The Revolt of 1857 was the largest armed challenge to British power in India in the nineteenth century. It began as a rising of the Indian soldiers of the Company's Bengal Army and soon drew in princes, landholders, peasants and townspeople across a wide belt of north and central India. To understand it, we need to look first at the grievances that had built up over a century of East India Company rule, and then at the spark that set them alight. This part takes the causes one by one, political, economic, socio-religious and military, and then follows the outbreak from Barrackpore to Meerut and Delhi in the spring of 1857.

The political causes lay in the way Dalhousie, Governor-General from 1848 to 1856, extended British territory. Under the Doctrine of lapse, a dependent state whose ruler died without a natural heir passed to the Company; an adopted son could inherit the ruler's private property but not the kingdom. Satara was taken in 1848, Jhansi in 1853 and Nagpur in 1854, along with several smaller states. Dalhousie also cut off pensions and titles he considered unearned. Nana Saheb, the adopted son of the last Peshwa, Baji Rao II, was refused the pension his father had drawn, and Rani Lakshmibai's claim that her adopted son should rule Jhansi was rejected. These decisions told every Indian ruler that neither treaties nor years of loyal service guaranteed survival, and several of the dispossessed later became leaders of the revolt.

Two further steps struck at the symbols of Indian authority. In February 1856 the Company annexed Awadh and deposed Nawab Wajid Ali Shah on the ground of misgovernment, not under the doctrine of lapse, although the Nawabs had been loyal allies for decades. Awadh mattered greatly because a large part of the Bengal Army was recruited from its villages, so its annexation was felt in every regiment. Meanwhile the Mughal emperor, Bahadur Shah II, was a pensioner of the Company whose authority hardly ran beyond the Red Fort, yet he remained a powerful symbol of legitimate rule. Dalhousie decided that the emperor's successors would have to leave the Red Fort, and Canning let it be known that after Bahadur Shah's death his heirs would no longer be recognised as kings. For many Indians, Hindu and Muslim alike, this meant the end of the old political order.

Economic grievances reached far beyond the courts. In many regions the revenue demand was heavy and strictly collected, and land sold for arrears passed to moneylenders and speculators. In the Bombay Presidency an Inam Commission, set up in 1852, examined the title deeds of rent-free land grants and took back many estates whose holders could not produce written proof. In Awadh, the summary settlement of 1856 that followed annexation stripped many Taluqdars, the great landholders who had dominated the countryside, of a large part of their villages and settled those villages with the village proprietors instead. The taluqdars lost land, income and armed retainers at a single stroke. When the revolt came, many of them led their tenants and followers against the British, which helps to explain why the civilian rising was most widespread in Awadh.

Below the landholders, artisans and soldiers had their own reasons for anger. Cheap British manufactures, described in the chapter on the economic impact of British rule, had already ruined many spinners and weavers. Annexation also closed the courts of Indian rulers, which had employed craftsmen, poets, officials and soldiers, and when a court vanished the urban economy that depended on it collapsed. Thousands of soldiers from the armies of annexed states lost their livelihood. The higher posts in the administration were closed to Indians, so even educated men had little prospect of advancement. Suppose a family of metalworkers in Lucknow had made weapons and ornaments for the Nawab's household: after 1856 it has lost its chief buyer and sees no new one. People in this position had little to lose by joining a rising once it began.

Social and religious fears added a sense that a whole way of life was under threat. The Company had passed reform laws such as the abolition of sati (1829), the Caste Disabilities Removal Act of 1850, which allowed a person who changed religion to inherit ancestral property, and the Hindu Widows' Remarriage Act of 1856. Reformers welcomed these measures, but many orthodox Hindus and Muslims saw them as interference by a foreign government in matters of faith. Christian missionaries were active, and the law of 1850 seemed to many to favour converts. Even the railways and the telegraph, where people of all castes had to travel and work side by side, were suspected of being devices to break caste. Rumours of a plan to make India Christian spread easily among people who had no way of checking them.

The army was where all these grievances met. The Bengal Army drew many of its Sepoys from high-caste families of Awadh and Bihar who were careful about caste rules and about crossing the sea. However able he was, an Indian soldier in the infantry could rise no higher than subedar, a rank below the most junior British officer, and his pay was far lower than a European's. Sepoys had once drawn a foreign service allowance, the batta, for campaigns outside their own province; once Sindh and Punjab became British territory, service there no longer counted as foreign and the allowance stopped. The General Service Enlistment Act of 1856, passed under Canning, required new recruits to serve wherever they were sent, including overseas, which many feared would cost them their caste. Unrest was not new: at Vellore in 1806 sepoys had risen against new rules on dress and caste marks, and at Barrackpore in 1824 a regiment ordered to Burma had mutinied.

The immediate cause was a new rifle. The army was bringing in the Enfield rifle, whose cartridges came wrapped in greased paper; to load, the soldier had to bite off the end of the cartridge. Word spread among the Sepoys that the grease was made from the fat of cows and pigs, which would defile Hindus and Muslims alike. The authorities tried to reassure the regiments and altered the loading drill, but the suspicion could not be undone. In February 1857 the 19th Native Infantry at Berhampore refused to use the cartridges and was later disbanded. On 29 March 1857, at Barrackpore near Calcutta, Mangal Pandey of the 34th Native Infantry attacked his officers on the parade ground; he was tried and hanged on 8 April, and his regiment too was disbanded. These incidents were local, but news of them passed quickly from one cantonment to the next.

Causes of the Revolt of 1857
TypeMain grievancesGroups most affected
PoliticalDoctrine of lapse (Satara 1848, Jhansi 1853, Nagpur 1854); annexation of Awadh (1856); pensions and titles withdrawnRulers, their courts and dependants
EconomicHeavy revenue; Inam Commission (1852); summary settlement in Awadh (1856); ruin of craftsTaluqdars, peasants, artisans
Socio-religiousAbolition of sati (1829); Caste Disabilities Removal Act (1850); Hindu Widows' Remarriage Act (1856); missionariesOrthodox Hindus and Muslims
MilitaryLow pay; no promotion beyond subedar; loss of batta; General Service Enlistment Act (1856)Sepoys of the Bengal Army
ImmediateGreased cartridges of the Enfield rifleHindu and Muslim sepoys

The revolt proper began at Meerut. On 9 May 1857, eighty-five troopers of the 3rd Light Cavalry who had refused the new cartridges were sentenced to long terms of imprisonment, stripped of their uniforms and put in fetters in front of the whole garrison. The next day, 10 May, the Indian regiments at Meerut rose. They broke open the jail to free their comrades, killed a number of British officers and civilians, and set off through the night for Delhi. Their choice of destination mattered. Delhi was the seat of the Mughal emperor, the one authority whose name could turn a soldiers' mutiny into a war to restore rightful rule. Unlike the lone act at Barrackpore, Meerut showed that whole regiments could act together and that the British could be caught off guard.

On 11 May the Meerut soldiers reached Delhi, where the regiments of the city's garrison joined them. They took control of the city and proclaimed the aged Bahadur Shah II Emperor of Hindustan. The emperor, then over eighty, hesitated at first, but his name gave the Revolt of 1857 a centre and a claim to legitimacy. Within weeks the rising had spread across the Ganga plain and central India: Lucknow, Kanpur, Bareilly, Jhansi, parts of Bihar and many smaller stations. In many places the mutiny of a regiment was followed by a civil rising in which taluqdars, dispossessed rulers, peasants and artisans attacked government treasuries, jails, revenue records and moneylenders. What had begun as an army mutiny had become, across much of the north, a wider revolt against British rule.

The causes of the Revolt of 1857 worked together rather than one at a time. Annexations angered rulers and those who depended on them; revenue settlements and the loss of patronage hurt landholders, peasants and artisans; reform laws and missionaries alarmed the orthodox; and the Bengal Army, recruited from the very villages that felt these losses, had its own complaints about pay, promotion and service overseas. The greased cartridges did not create the revolt. They gave a common, immediate and religious form to discontent that already existed. The sequence of the outbreak is worth fixing clearly: Barrackpore (29 March) was an individual act, Meerut (10 May) the start of the general rising, and Delhi (11 May) the point at which it found a symbolic leader.

Exam traps

Recap

Practice questions

Q1. Mangal Pandey's attack on his officers in March 1857 took place at

  1. Meerut
  2. Barrackpore
  3. Berhampore
  4. Vellore
Show answer

Answer: B. Barrackpore

(b) is correct: it happened at Barrackpore on 29 March 1857. (a) Meerut saw the general rising of 10 May; (c) at Berhampore the 19th Native Infantry refused the cartridges in February; (d) Vellore's mutiny was in 1806.

Q2. Consider the following statements:
1. Awadh was annexed in 1856 by applying the doctrine of lapse.
2. Jhansi was annexed in 1853 by applying the doctrine of lapse.
Which of the statements given above is/are correct?

  1. 1 only
  2. 2 only
  3. Both 1 and 2
  4. Neither 1 nor 2
Show answer

Answer: B. 2 only

Only 2 is correct. Awadh was annexed on the ground of misgovernment, not by lapse, so statement 1 is wrong; hence (a), (c) and (d) are wrong.

Q3. Match List I (event) with List II (place):
List I: 1. Mutiny over rules on dress and caste marks (1806) 2. Refusal of the cartridges by the 19th Native Infantry (February 1857) 3. Rising of the 3rd Light Cavalry (May 1857)
List II: A. Meerut B. Vellore C. Berhampore
Select the correct answer using the code given below.

  1. 1-B, 2-C, 3-A
  2. 1-C, 2-B, 3-A
  3. 1-B, 2-A, 3-C
  4. 1-A, 2-C, 3-B
Show answer

Answer: A. 1-B, 2-C, 3-A

(a) is correct: Vellore 1806, Berhampore February 1857, Meerut May 1857. (b) swaps Vellore and Berhampore; (c) swaps Berhampore and Meerut; (d) places the 1806 mutiny at Meerut.

Q4. Arrange the following in chronological order:
1. Annexation of Awadh
2. Annexation of Satara
3. Outbreak at Meerut
4. Annexation of Jhansi
Select the correct answer using the code given below.

  1. 2-1-4-3
  2. 2-4-1-3
  3. 4-2-1-3
  4. 2-4-3-1
Show answer

Answer: B. 2-4-1-3

(b) is correct: Satara 1848, Jhansi 1853, Awadh 1856, Meerut 1857. (a) puts Awadh before Jhansi; (c) puts Jhansi before Satara; (d) puts Meerut before Awadh.

Q5. Consider the following statements about the General Service Enlistment Act of 1856:
1. It required new recruits to serve wherever they were sent, including overseas.
2. It was passed during the governor-generalship of Dalhousie.
Which of the statements given above is/are correct?

  1. 1 only
  2. 2 only
  3. Both 1 and 2
  4. Neither 1 nor 2
Show answer

Answer: A. 1 only

Only 1 is correct. The Act was passed under Canning, who succeeded Dalhousie in 1856, so statement 2 is wrong; hence (b), (c) and (d) are wrong.

Q6. Which of the following are usually counted among the socio-religious causes of the Revolt of 1857?
1. The Caste Disabilities Removal Act, 1850
2. The Inam Commission, 1852
3. The Hindu Widows' Remarriage Act, 1856
Select the correct answer using the code given below.

  1. 1 and 2 only
  2. 1 and 3 only
  3. 2 and 3 only
  4. 1, 2 and 3
Show answer

Answer: B. 1 and 3 only

(b) is correct. The Inam Commission resumed land grants in the Bombay Presidency and is an economic cause, so (a), (c) and (d), which include it, are wrong.

Q7. The summary settlement of 1856, which took villages away from many taluqdars, was carried out in

  1. Bengal
  2. the Bombay Presidency
  3. Awadh
  4. Punjab
Show answer

Answer: C. Awadh

(c) is correct: it followed the annexation of Awadh in 1856. (a) Bengal was under the Permanent Settlement; (b) the Bombay Presidency saw the Inam Commission; (d) Punjab, annexed in 1849, was not the scene of this settlement.

Q8. Consider the following statements:
1. The soldiers who rose at Meerut marched to Delhi and proclaimed Bahadur Shah II Emperor of Hindustan.
2. In the Company's infantry, an Indian soldier could rise no higher than the rank of subedar.
Which of the statements given above is/are correct?

  1. 1 only
  2. 2 only
  3. Both 1 and 2
  4. Neither 1 nor 2
Show answer

Answer: C. Both 1 and 2

(c) is correct: both statements are true. The Meerut soldiers reached Delhi on 11 May 1857 and proclaimed the emperor, and subedar was the highest rank open to an Indian in the infantry. So (a), (b) and (d) are wrong.

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