2 Stocks in focus after HDFC and ICICI Mutual Funds bought shares worth ₹411 Cr via bulk deals

Synopsis: HDFC Mutual Fund showed continued buying interest by acquiring 3.81 lakh shares worth Rs 16.5 crore in a healthcare services firm and also adding 77.67 lakh units worth Rs 66.41 crore in an infrastructure trust. Alongside this, ICICI Prudential Mutual Fund made a sizeable investment by purchasing 3.84 crore units valued at Rs 328.45 crore. Making a total buy of Rs 411.36 crore, whereas total sell of Rs 786 crore. 

A bulk deal is when a big investor or institution buys or sells a large chunk of a company’s shares during normal market hours. It must be at least 0.5% of the company’s total shares, so the trade is publicly visible. Because these deals are transparent, they often hint at what major investors are thinking. For regular investors, bulk deals act as useful signals to understand market sentiment and spot potential trends.

Medi Assist Healthcare Services Ltd

Medi Assist is a healthcare services company that manages health insurance administration and claims processing. It works with insurance companies, employers, hospitals, and government schemes to ensure smooth coordination during treatment and hospitalisation. By handling backend processes and using technology-driven systems, the company helps make healthcare access more efficient and reliable for patients and providers.

With a market cap of Rs 3,359 crore, the shares of Medi Assist Healthcare Services Ltd gained about 6 per cent in today’s trading session and reached a high of Rs 463.20. When compared to its previous day’s closing price of Rs 436.90, the shares are trading at a PE of 41.2 compared to its industry PE of 40. 

Medi Assist saw fresh institutional interest as HDFC Mutual Fund picked up 3.81 lakh shares, representing 0.51% of the company’s equity, for about Rs 16.5 crore at Rs 433 per share. This comes on top of the HDFC Large and Mid Cap Fund already holding a 7.53% stake as of November 2025, indicating continued confidence from a long-term institutional investor in the company’s healthcare administration business.

Powergrid Infrastructure Investment Trust

Powergrid Infrastructure Investment Trust is a platform created by Power Grid Corporation of India to let investors take part in the country’s power transmission assets. It owns and manages operating transmission projects, generating steady cash flows from essential infrastructure that runs every day. Backed by a strong government-owned sponsor and a regulated trust structure, it offers a simpler way for investors to gain exposure to long-term power infrastructure.

With a market cap of Rs 8,098 crore, the shares of Powergrid Infrastructure Investment Trust gained about 1 per cent in today’s trading session and reached a high of Rs 89.82. When compared to its previous day’s closing price of Rs 89.17, the shares are trading at a PE of 6 compared to its industry PE of 16.1. 

Powergrid InvIT witnessed active churn among large investors. HDFC Mutual Fund increased its exposure by acquiring 77.67 lakh units, which is 0.85%, for Rs 66.41 crore, while ICICI Prudential Mutual Fund made a bigger bet by buying 3.84 crore units, which is 4.22%, for Rs 328.45 crore, both at around Rs 85.5 per unit. 

At the same time, CPP Investment Board, linked to Canada’s pension fund, exited fully by selling 9.18 crore units, which is 10.09%, for Rs 786 crore, reflecting a complete stake sale rather than a partial trim.

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