Tuesday, 29 October 2024

The Doctrine of Protective Discrimination and Its Role in Social Justice: Insights from Indra Sawhney v. Union of India (1992)

 The concept of protective discrimination, as articulated in Articles 15(4) and 15(5) of the Indian Constitution, plays a crucial role in promoting social justice by providing affirmative action for marginalized communities. This doctrine aims to uplift historically disadvantaged groups, such as Scheduled Castes (SCs), Scheduled Tribes (STs), and Other Backward Classes (OBCs), ensuring their representation in education and employment. The landmark judgment in Indra Sawhney v. Union of India (1992) significantly shaped this doctrine, clarifying its scope and implementation.

Understanding Protective Discrimination

Protective discrimination refers to policies that provide special privileges to disadvantaged groups to counteract historical injustices. The framers of the Constitution recognized that mere formal equality would not suffice in a society marked by deep-rooted inequalities. Thus, Articles 15(4) and 15(5) were included to allow the State to make provisions for the advancement of socially and educationally backward classes.


- Article 15(4) enables the State to make special provisions for the advancement of SCs and STs.

- Article 15(5) allows for reservations in educational institutions, ensuring access to quality education for these groups.

Indra Sawhney v. Union of India: Case Overview

The Indra Sawhney case, commonly known as the Mandal Commission case, arose from a challenge to the government's decision to implement a 27% reservation for OBCs in public employment and educational institutions based on the recommendations of the Mandal Commission.

Key Issues Raised

- The petitioners argued that caste-based reservations violated the principles of equality enshrined in Article 14 of the Constitution.

- They contended that reservations should be based on economic criteria rather than caste.

Supreme Court's Ruling

The Supreme Court delivered a landmark judgment with several key findings:


1. Constitutional Validity: The Court upheld the constitutionality of reservations for OBCs as a means to achieve social justice, recognizing that affirmative action is essential for uplifting marginalized sections of society.


2. Limit on Reservations: The Court established a cap on reservations, stating that they should not exceed 50% of total available seats. This limit was intended to prevent reverse discrimination against other deserving candidates and maintain a balance between equality and affirmative action.


3. Creamy Layer Exclusion: The judgment introduced the concept of the "creamy layer," which refers to the relatively affluent members within OBCs. The Court ruled that individuals from this segment should be excluded from reservation benefits to ensure that affirmative action targets those who are genuinely disadvantaged.


4. Criteria for Backwardness: The Court clarified that backwardness should be determined based on social and educational factors, not solely economic criteria. This distinction was crucial in ensuring that caste considerations could be used to identify backward classes.

5. Establishment of National Commission for Backward Classes: The Court recommended creating a National Commission for Backward Classes to periodically assess and categorize backward classes, ensuring that reservations remain relevant and effective.

Implications for Social Justice

The Indra Sawhney judgment reinforced the doctrine of protective discrimination as a constitutional mandate aimed at achieving social justice in India. By establishing clear guidelines for implementing reservations, it sought to ensure that affirmative action benefits those who have faced historical discrimination while balancing meritocracy with social equity.

Challenges and Ongoing Debates

Despite its positive implications, protective discrimination remains a contentious issue in Indian society:

- Critics argue that reservations undermine meritocracy and may lead to inefficiencies in public services.

- There are ongoing discussions about whether certain individuals within SCs and STs should also be considered part of the "creamy layer."

Conclusion

The doctrine of protective discrimination, particularly as clarified by the Indra Sawhney v. Union of India judgment, serves as a vital tool for promoting social justice in India. By acknowledging historical injustices and providing targeted support for marginalized communities, it aims to create a more equitable society. However, continuous evaluation and adaptation of these policies are necessary to ensure they effectively address contemporary socio-economic challenges while maintaining fairness across all sections of society.

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