Could be expected behavior.
Seem that bulk mode in Informatica use "Direct Path" API in Oracle (see for example https://community.informatica.com/thread/23522 )
From this document ( http://docs.oracle.com/cd/B10500_01/server.920/a96652/ch09.htm , search Field "Defaults on the Direct Path") I gather that:
Default column specifications defined in the database are not available when you use direct path loading. Fields for which default values are desired must be specified with the DEFAULTIF clause. If a DEFAULTIF clause is not specified and the field is NULL, then a null value is inserted into the database.
This could be the reason of this behaviour.