Bulk Deal: 2 Stocks in Focus After HDFC and Motilal Oswal Fund Buy and Sell Stakes

Synopsis: The bulk deals indicated the institutional churn in Aavas and Polycab. HDFC mutual fund acquired about Rs 281 crore of Aavas shares at Rs 1,440, and Motilal Oswal cut its holdings in Polycab by Rs 559 crore but still maintains a stake.        

A bulk deal is when a big investor 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. Here are the stocks in focus in which MOSL and HDFC fund have acquired and sold stakes:

AAVAS Financiers Ltd

Aavas is a retail, affordable housing finance company, primarily serving low- and middle-income self-employed customers in semi-urban and rural India. The company’s product offering consists of home loans for the purchase or construction of residential properties and the extension and repair of existing housing units, loans against property, and MSME loans.

With a market cap of Rs 11,313 crore, the shares of AAVAS Financiers Ltd  gained 2 per cent in today’s trading session and reached a high of Rs 1,467.80. When compared to its previous day’s closing price of Rs 1,443, the shares are trading at a PE of 18.7 compared to its industry PE of 16.2. 

The sale and purchase in the case of Aavas Financiers represent a clean transaction, as HDFC Mutual Fund has now purchased 19.5 lakh shares to the tune of Rs 280.87 crores, thereby largely cancelling out the sale by Small Cap World Fund of 19.64 lakh shares for Rs 282.81 crores at the price of Rs 1,440 per share. Notably, the purchase by HDFC MF for holding a 2.46% stake in Aavas also smoothened market functions and strengthened investor and market trust in the affordable housing financing operations of Aavas.

Polycab India Ltd

Polycab is one of India’s leading manufacturers of cables and wires and allied products such as uPVC conduits and lugs and glands and has a wide range of cables and wires for practically every application. More recently, Polycab has also launched consumer electrical products like fans, switches, switchgear, LED lights and luminaries, solar inverters, and pumps.

With a market cap of Rs 1,10,507 crore, the shares of Polycab India Ltd gained 0.5 per cent in today’s trading session and reached a high of Rs 7,354.70. When compared to its previous day’s closing price of Rs 7,321.15, the shares are trading at a PE of 44.8 compared to its industry PE of 19.8. 

The sale in Polycab India is indicative of portfolio rebalancing and not a change in fundamental stance, as Motilal Oswal Mutual Fund sells 7.61 lakh shares worth Rs 559.4 crores, or 0.5% of the company’s equity, at Rs 7,350 per share. Though there is this sale, Motilal Oswal is yet to exit the stock, as its Nifty India Manufacturing ETF held a substantial 3.85% stake as of September 2025.

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